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Business Analyst
4 months ago
About Our Client
My client is a specialist financial services firm that advises on billions of pounds of client assets. With sites across the UK, this role will be based in Whiteley.
Job Description
Once up to speed, you'll be responsible for leading individual Migration projects, liaising with advisers from the ceding firms and teams from all across the business to deliver the best outcomes for our stakeholders. In doing so, you will gain a broad and varied exposure to the operations of a wealth management business from the outset, whilst also gaining valuable experience of M&A.
You'll have a wide range of responsibilities, including the following:
- Travelling to newly acquired firms around the UK to work with them to collate complex client data and support rapid turnaround for onboarding clients to the Company Platform
- Leading migration projects for these firms and being their key point of contact with the their Leadership.
- Applying business knowledge to the project environment including close collaboration with other teams to ensure the needs of all stakeholders are met
- Provide conceptual solutions to often complicated business problems and make recommendations for preferred solutions
- Understanding and defining existing and proposed states of all internal and external journeys to improve business processes
- Work with and maintain CRM systems to improve efficiency across the firm
- Use of quantitative skills to analyse large, complex data sets to support key initiatives
- Actively seeking ways of improving quality and efficiencies in procedures
The Successful Applicant
- New graduate (with a minimum of a 2:1 degree from a leading university) or have a minimum of 1-2 years' experience in Financial Services/Management Consultancy
- An excellent communicator who is also down to earth and can work well in a team
- Someone with intellectual horsepower and curiosity for solving business problems
- Someone with a 'growth mindset', i.e. an appetite for testing yourself and using past mistakes as a springboard to keep improving
- Has applied experience with Microsoft Excel but who is comfortable applying that knowledge to other systems. Some experience of coding will be advantageous
- Organised, with good time management skills and the ability to prioritise tasks and work to multiple deadlines, often autonomously
- An influencer with the ability to work with business stakeholders at all organisational levels
- An individual with the ability to form successful professional relationships, both internally and externally
What's on Offer
An excellent salary and benefits package is available to the successful candidate. Also a chance to start your career in a business that prides itself on the support, development and furthering of their employees careers.
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