Lead Business Analyst

Job title: Lead Business Analyst
Location: Edinburgh
Contract length: 12 months
Pay rate: Circa £550 per day (INSIDE IR35)
Our client has been serving the households, businesses, and communities of Britain for over 250 years. They offer a comprehensive range of financial products and services - including current accounts, savings, mortgages, loans, and credit cards.
Programme Overview
Over the last 5 years the Investment Change area within IS&E has established itself as a group of specialists who undertake all transaction and project-based activity that is Investment driven.
The need for this area has evolved as Fund and Investment Change does not fit well into the standardised project approaches with generalist resources. We have established that specialist knowledge is more important to timelines and successful delivery of projectsand that successful projects relies on the right combination of fund and investment SMEs.
Job purpose
Responsible for the requirements analysis, process design and solution design for a medium sized product and/or project to realise customer value through excellence and execution. Include using Business Analysis skills to support the Product Owner or ProjectManager to identify and understand the business need, analyse, and prioritise the requirements, through to assessing, designing, testing, and implementing agreed solutions. Coaching and developing others to achieve analysis excellence is also a key part ofthe role.
You will be joining the Fund Change team, part of the Investments Change Team to deliver projects within Insurance & Wealth division. From a product perspective we work across all funds (SWL and SWWS) however majority of the work sits within the SW Life & Pensionsor ESG (Environmental, Sustainability & Governance) Responsible Investments space.
Typical projects include fund closures, fund launches, changes to fund charges, transferring assets, restructuring funds, changes to fund names, aims, objectives, risk profiles, mergers, share class conversions, suspensions and unsuspension's, and changes tofund managers. We also deliver investment related regulatory change projects.
Key Business Skills Required
- General understanding of Mutual Funds / L&P Funds
- Knowledge of Fund Performance Analysis and Reporting
- Experience of Fund Launch, Fund Changes, and Fund Closures
- Experience of Asset / Fund transition
- Product experience - Fixed Income, Equities, Derivatives (ETD / Cleared / OTC)
- Knowledge of Fund Pricing, Accounting, and other operational processes an advantage
Other Skills / Qualifications Required
- Excellent stakeholder management and ability to engage stakeholders to ascertain requirements, and supply deliverables and solutions that meet those requirements.
- Good written communication skills to produce specifications and reports as required.
- Strong knowledge of Mutual Funds / L&P Funds and activities to undertake fund closures, fund launches, changes to fund charges, transferring assets, restructuring funds, changes to fund names, aims, objectives, risk profiles, mergers, share class conversions,suspensions and unsuspension's, and changes to fund managers.
- Proven Strong analytical and problem-solving skill in complex environments
- CFA / IMC qualification an advantage
- Strong analytical and problem-solving skills.
- Data oriented with good attention to detail.
- Self-motivated with the ability to prioritise, meet deadlines, and manage changing priorities.
- Experience of building strong working relationships both internally and externally.
- Good written communication - for governance documentation and proposing and influencing solutions.
- Understanding of the requirements for project standards and documentation including timelines, status/risk/issue reporting and communication, exception reporting and artefact sign off.
- Understanding of Life and Pensions products.