Business Analyst (Rlam)

Royal London Group; Greater London; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

28 days annual leave

Pension scheme

Private medical insurance

Job summary

Royal London Asset Management is seeking an experienced Business Analyst to join Client Group and lead business and data analysis within agile scrum teams, focusing on the CRM landscape. You will translate business needs into clear user stories, acceptance criteria and process documentation, working with Product Owners and stakeholders to shape practical CRM improvements.

This delivery-focused role requires strong SQL, data modelling and experience of enterprise CRM platforms to drive data

Qualifications

• Experienced Business Analyst within Asset Management.
• Strong SQL skills to interrogate data and support reporting.
• Experience with Microsoft Dynamics 365 or similar CRM platforms.
• Proven data modelling, process design and solution concepts.
• Clear communicator to technical and non-technical audiences.
• Commercial, customer-centric approach when delivering solutions.
• Builds strong relationships with stakeholders in a Scrum environment.
• Proficient in agile and cross-functional team delivery for CRM solutions.

Responsibilities

• Lead business and data analysis for Client Group initiatives and complex change.
• Analyse CRM processes for optimisation and automation.
• Evaluate CRM solutions for feasibility, risks, costs and benefits.
• Define improvements to processes, systems and data across CRM and Client Services.
• Embed business analysis methods within the scrum framework and organisation.
• Translate requirements into clear user stories, acceptance criteria and docs.
• Identify barriers to transformation and aid backlog scoping.
• Coach junior team members and contribute to the business analysis community.
• Collaborate with technical teams to design and deliver secure, scalable CRM solutions.

Skills

SQL

CRM platforms

Business analysis

Data modelling

Agile / Scrum

Stakeholder management

Communication

Tools

Microsoft Dynamics 365

Job description

Contract type: Permanent
Location: London
Working style: Hybrid 50% home/office based

We're looking for an experienced Business Analyst to join Royal London Asset Management and play a key role in delivering client-focused change. Working within business-facing agile scrum teams, you'll lead business and data analysis across Client Group initiatives, with a strong focus on our CRM landscape.

With a focus on improving CRM and client service processes, you'll identify opportunities for optimisation, automation and better use of data. You'll work closely with Product Owners, senior stakeholders and technical teams to shape practical solutions, translating business needs into clear user stories, acceptance criteria and process documentation.

This is a hands-on delivery role, ideal for someone who enjoys working close to the detail, thrives in agile environments, and brings strong knowledge of the Asset Management operating model.

About the role

• Lead business and data analysis for Client Group initiatives and complex change.
• Analyse and document CRM business processes, identifying opportunities for optimisation and automation.
• Evaluate CRM centric solutions, considering feasibility, risks, costs and benefits, and recommend practical enhancements.
• Define and implement improvements to processes, systems and data across CRM and Client Services ensuring alignment with business goals.
• Apply and embed agreed business analysis methods, tools and standards within the scrum framework and across the wider organisation.
• Translate business requirements into clear, actionable user stories, acceptance criteria and process documentation.
• Identify barriers to transformation, supporting the prioritisation and scoping of complex backlog items.
• Coach and guide less experienced team members and actively contribute to the business analysis community.
• Collaborate with technical teams to design and deliver solutions, ensuring data integrity, scalability, and secure integration with other platforms.

About you

• Experienced Business Analyst with experience ideally within Asset Management.
• Strong SQL skills, with the ability to interrogate data, support reporting requirements and ensure data quality.
• Experience working with Microsoft Dynamics 365 (or similar enterprise CRM platforms).
• Proven track record in business and data modelling, process design and solution concepts.
• Able to communicate complex CRM concepts clearly, and articulate the principles and drivers for change to both technical and non-technical audiences.
• Demonstrates specialist knowledge across CRM and client related business areas.
• Maintains a commercial and customer-centric approach when delivering solutions.
• Builds and nurtures relationships with business stakeholders, ensuring effective collaboration in a scrum environment.
• Proficient in agile and scrum methodologies, with experience working in cross-functional teams.
• Skilled in technical delivery for CRM and Client Service solutions.

About Royal London Asset Management

Royal London Asset Management (RLAM), part of the Royal London Group, is one of the UK's leading fund management companies working with a wide range of clients across the globe to achieve their investment goals. Our long-term, client-driven focus means that we have a long-standing commitment to responsible investment. We act as responsible stewards of our clients' capital, exercising their rights and influencing positive change.

Our People Promise to our colleagues is that we will all work somewhere inclusive, responsible, enjoyable and fulfilling. This is underpinned by our Spirit of Royal London values; Empowered, Trustworthy, Collaborate, Achieve.

We've always been proud to reward employees by offering great workplace benefits such as 28 days annual leave in addition to bank holidays, an up to 14% employer matching pension scheme and private medical insurance.

Inclusion, diversity and belonging

We're an inclusive employer. We celebrate and value different backgrounds and cultures across Royal London. Our diverse people and perspectives give us a range of skills which are recognised and respected – whatever their background.