Salesforce business analyst in asset management

UST; Greater London; On-site; GBP 55,000 - 75,000; Full time

Job summary

UST is seeking an experienced Business Analyst to drive technology delivery in Financial Services. You will partner with senior stakeholders to shape client technology solutions, lead requirements gathering, and translate challenges into actionable roadmaps.

Role involves working across multiple domains, supporting Salesforce and data integration programmes, and identifying AI-enabled opportunities to improve productivity and client engagement.

Qualifications

• Extensive business analysis experience in large financial services organisations.
• Strong stakeholder management and communication at all levels.
• Experience with requirements gathering, workshops, modelling, and technical docs.
• Salesforce experience with Platform Administrator certification.
• Knowledge of Agile, Waterfall, and hybrid delivery.
• Experience enabling transformation of business, technology, data, and operating models.
• Experience with global teams across locations/time zones.
• Salesforce certifications such as Sales Cloud Consultant or FSC is a plus.
• Exposure to AI-enabled solutions and customer engagement platforms.

Responsibilities

• Lead requirements gathering and business process analysis across multiple domains.
• Translate challenges into clear outcomes and delivery roadmaps.
• Support Salesforce and data integration programmes for client journeys.
• Identify AI-enabled opportunities to improve productivity and decision-making.
• Produce BRDs, process models, gap analyses, and functional specifications.

Skills

Business analysis

Stakeholder management

Requirements gathering

Process modelling

Workshop facilitation

Technical documentation

Agile delivery

Hybrid delivery

Salesforce

Tools

Salesforce

Job description

Описание:

We are seeking an experienced Business Analyst with a strong background in technology delivery within Financial Services. This role will partner with senior stakeholders to drive business transformation, shape innovative client technology solutions, and support strategic initiatives across client engagement platforms.

Задачи:

Partner with Product Leads and senior business stakeholders across multiple business domains. Lead requirements gathering, business process analysis, and solution design for complex technology initiatives. Translate ambiguous business challenges into clear, actionable outcomes and delivery roadmaps. Drive proof-of-concept and proof-of-value initiatives to support business cases and investment decisions. Support Salesforce and data integration programmes, enabling seamless customer journeys and enhanced business insight. Identify and leverage AI-enabled opportunities to improve productivity, decision-making, and client engagement. Produce high-quality business requirements, process models, gap analyses, and functional specifications.

Требования:

Extensive Business Analysis experience within large Financial Services organisations. Strong stakeholder management and communication skills with the ability to influence at all levels. Expertise in requirements gathering, workshop facilitation, process modelling, and technical documentation. Salesforce experience with Salesforce Certified Platform Administrator certification. Strong understanding of Agile, Waterfall, and hybrid delivery methodologies. Experience supporting business, technology, data, and operating model transformation initiatives. Proficiency with process mapping and technical diagramming tools. Experience working with global teams and stakeholders across multiple locations and time zones. Salesforce Administrator Certification Будет плюсом: Salesforce Business Analyst, Sales Cloud Consultant, or related certifications; Salesforce FSC experience highly desirable; Experience within Asset Management, Wealth Management, or broader Financial Services; Exposure to AI-enabled solutions and customer engagement platforms

Условия:

Shape strategic business and technology initiatives. Partner with senior leaders across a global organisation. Drive innovation through Salesforce, data, and AI-enabled solutions. Deliver measurable business impact within a leading Asset Management platform.