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Business Data Analyst - Wealth Digital Transformation

JR United Kingdom

London

On-site

GBP 50,000 - 90,000

Full time

30+ days ago

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Job summary

An established industry player is seeking a Senior Business Data Analyst to spearhead a digital transformation initiative. This pivotal role involves collaborating with stakeholders and technical teams to drive the development of a client portal that enhances user experience across banking and investment products. The ideal candidate will possess a strong background in business analysis, particularly within the wealth management sector, and will be adept at translating business needs into actionable specifications. Join a dynamic team where your expertise will contribute significantly to the success of innovative projects.

Qualifications

  • Proven experience in digital transformation programmes, especially in wealth management.
  • Strong background in client portal projects or similar digital platforms.

Responsibilities

  • Lead business analysis for the client portal project and collaborate with stakeholders.
  • Develop process models, user stories, and workflow diagrams.

Skills

Business Analysis
Stakeholder Management
Data Analysis
Agile Methodologies
Process Mapping
Problem-Solving
Communication Skills

Education

Bachelor's Degree in Business or related field

Tools

Business Analysis Tools

Job description

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Business Data Analyst - Wealth Digital Transformation, London
Client:

Albany Beck

Location:

London, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

1

Posted:

30.03.2025

Expiry Date:

14.05.2025

Job Description:

Albany Beck are seeking a highly skilled Business Data Analyst to join our team, working on a long-term digital transformation programme with one of our largest wealth management clients. This role focuses on a client portal project aimed at providing their clients across the banking and investments product range with a single web/mobile portal experience.

Role Overview:

As a Senior Business Analyst, you will play a pivotal role in driving the success of the digital transformation initiative. You will work closely with stakeholders, product owners, and technical teams to capture requirements, define business processes, and ensure the delivery of high-quality solutions that meet the client’s objectives.

Key Responsibilities:

  1. Lead the business analysis workstream for the client portal project.
  2. Collaborate with key stakeholders to elicit, analyse, and document business requirements.
  3. Translate business needs into clear and concise functional specifications.
  4. Facilitate workshops, interviews, and meetings to gather insights and drive alignment.
  5. Develop process models, use cases, user stories, and workflow diagrams.
  6. Work closely with product owners to prioritize requirements and manage backlogs.
  7. Support the development and testing teams by clarifying requirements and ensuring alignment with business goals.
  8. Identify risks, issues, and dependencies, and provide proactive solutions.
  9. Contribute to change management activities, ensuring smooth adoption of new systems and processes.

Key Skills & Experience:

  1. Proven experience as a Senior Business Analyst in digital transformation programmes, ideally within the wealth management or financial services sector.
  2. Strong systems experience.
  3. Strong data background.
  4. Strong background in client portal projects or similar digital platforms.
  5. Exceptional stakeholder management and communication skills.
  6. Proficient in business analysis tools and techniques (e.g., process mapping, user stories, data analysis).
  7. Experience with Agile methodologies and working in cross-functional teams.
  8. Strong problem-solving skills and the ability to think strategically.
  9. Knowledge of regulatory requirements and compliance in the financial sector is a plus.
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