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Business Analyst - Wealth Management - London
(Key skills: Business Analyst, Digital Transformation, Business Process Change, Requirement Gathering, Analysis, Documentation, Stakeholder Management, Quality Assurance, UAT, Agile, Change Management, Financial Services, Wealth Management, Business Analyst)
Our client is a highly respected wealth management firm renowned for delivering tailored investment solutions and financial planning services to institutional clients and high-net-worth individuals.
With a strong legacy of excellence, the company is committed to innovation and is undergoing a major digital transformation to enhance client experiences, streamline operations and future-proof its services in an ever-evolving financial landscape.
As part of this transformation, the firm is expanding its change team to drive strategic initiatives, optimise business processes and implement cutting-edge technology solutions.
As such we are seeking Business Analyst to join their team.
This is an exciting opportunity to be part of a forward-thinking organisation that blends tradition with innovation, offering a dynamic environment where your expertise will make a tangible impact on the future of wealth management.
The ideal Business Analyst candidates will have previous experience within the financial services sector, ideally in wealth management.
Strong expertise in digital transformation and business process change projects is required.
Excellent requirement gathering, process mapping and documentation skills are essential.
Strong stakeholder management abilities, working with both technical and non-technical teams is required as is experience of working within Agile and change management environments.
Knowledge of regulatory and compliance requirements in financial services is desirable.
All Business Analyst positions come with the following benefits:
Flexible working arrangements, including hybrid options.
Private healthcare and life insurance.
Gym membership & wellness programs.
Generous training and development allowance, including certifications and industry conferences.
Company-sponsored social events and networking opportunities.
30 days holiday plus UK Bank Holidays.
This is a fantastic opportunity for a Business Analyst to drive change within a prestigious wealth management firm and work on transformational projects that shape the future of financial services.
Location: London, UK / hybrid working
Salary: £60,000 - £95,000 + Bonus + Pension + Benefits
Applicants must be based in the UK and have the right to work in the UK even though remote working is available.
NOIRUKTECHRECNOIRUKREC ....Read more...
Type: Permanent Location: London, England
Start: ASAP
Duration: Permanent
Salary / Rate: £60000 - £95000 per annum + Bonus + Pension + Benefits
Posted: 2025-04-07 02:02:23
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Job Description:
Our client, a global asset management firm, is seeking an experienced Compliance Analyst to join their Edinburgh team on a permanent basis.
This is a great opportunity to join a successful business and take on a varied role.
You will be responsible for assisting the North American Compliance Managers with the execution of the annual North American Compliance program.
Candidates must have strong knowledge of North America's regulatory environment.
Essential Skills/Experience:
Significant experience at a senior compliance analyst level or equivalent in an advisory role
Strong knowledge of the US and / or Canadian regulatory jurisdictional requirements for Investment Advisers
Excellent communication and interpersonal skills and the ability to interact at all levels within the firm
A proactive approach to problem solving and keen attention to detail
Ability to work independently and as part of a team
Strong organisational and project management skills
AQ / IMC / CISI Compliance Diploma or equivalent North American Compliance qualifications (preferred)
Core Responsibilities:
Knowledge Development: Support the development and core understanding of junior colleagues in North American Compliance matters
Compliance Framework: Support the successful delivery of organisation's North American Compliance frameworks, encouraging innovations, continuous improvements and ensuring processes are future proof
Compliance RADAR: Monitor North American regulatory developments through the Compliance RADAR process and provide subject matter expertise in supporting junior colleagues on this process
Perform analysis on North American regulatory development items identified through the Compliance RADAR process and identify and highlight potential or actual impacts with senior compliance and business leaders
Assurance Reporting: Lead on the completion of scheduled North American Compliance assurance reporting for Board / Group / Committee and Investment Vehicles, demonstrating judgment on information and content to be provided
Project Leadership: Lead North American regulatory project initiatives, demonstrating confidence and judgment in identifying solutions and working with the business through and beyond regulatory implementation as required
Policy Reviews: Support on technical reviews of annual and ad-hoc reviews of Group and North American Compliance policies, framework documentation, and process notes
Regulatory Advice: Deliver subject matter expertise through the provision of regulatory advice and assistance to stakeholders, including senior management, on North American compliance matters
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16061
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-04-03 13:51:57
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Do you have Fund Research experience? Are you currently an investment analyst or investment manager in the Multi-Asset space?
We have a great permanent opportunity available for a VP - Investments to join a private wealth management firm in London.
The ideal candidate will have investment experience, preferably across multiple asset classes at a large established wealth manager or similar institution.
Fund research experience and client facing skills are essential in this role.
You will be passionate about investing with significant progress made in post-degree UK investment qualifications (CII, CISI or CFA routes).
This role is to assist the Head of investments in ensuring portfolios are managed in accordance with the risk mandate, objectives and the firm's investment proposition.
Benefits:
A highly competitive compensation structure
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16001
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: London, England
Start: ASAP
Salary / Rate: Additional benefits
Posted: 2025-04-02 08:36:54
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Job Description:
Are you interested in joining a leading fin tech aligned to the transfer agency and investment sector?
Our client, an innovative financial services firm, is seeking an experienced Technical Business Analyst to join their team on a permanent basis.
The successful candidate will have expertise within the wealth, investment or asset servicing field in a Business analyst capacity, across a multitude of programmes and projects.
You will collaborate with stakeholders across different departments to collect requirements, assess business processes, and convert them into technical specifications.
Essential Skills/Experience:
Experience as a Business Analyst, with experience in the SDLC
Mandatory experience in financial services or transfer agency.
Experience with project management methodologies (e.g., Agile, Scrum).
Familiarity with database concepts and SQL.
Proficiency in business analysis tools and software (e.g., JIRA, Confluence, MS Visio).
Strong understanding of software development lifecycle (SDLC) and methodologies.
Relevant certifications (e.g., CBAP, PMP) are a plus.
Detail-oriented with strong organizational skills.
Strong communication and interpersonal skills.
Excellent analytical and problem-solving skills.
Ability to work independently and as part of a team.
Core Responsibilities:
Translate business requirements into technical specifications and functional requirements.
Conduct detailed analysis of business processes to identify areas for improvement.
Ensure that solutions are scalable, maintainable, and align with the company's technical architecture.
Assist in the planning and execution of projects, ensuring they are delivered on time and within scope.
Serve as the primary point of contact between business stakeholders and technical teams.
Work with development teams to resolve any issues identified during testing.
Coordinate with cross-functional teams to manage project dependencies and risks.
Track project progress and provide regular updates to stakeholders.
Conduct user acceptance testing (UAT) and gather feedback from end-users.
Facilitate communication and ensure that all parties have a clear understanding of project goals and requirements.
Create detailed documentation, including use cases, process flows, and data models.
Stay up to date with industry trends and emerging technologies that could benefit the organization.
Develop test plans and test cases to validate that solutions meet business requirements.
Conduct regular meetings and presentations to keep stakeholders informed of project status.
Work with development teams to design technical solutions that meet business needs.
Identify opportunities for process improvement and automation.
Collaborate with stakeholders to gather and document business requirements.
Provide recommendations for enhancing existing systems and processes.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16007
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Scotland
Start: ASAP
Posted: 2025-03-25 11:27:27
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SAP FICO Consultant Salary - Up to £80,000 per annum Hybrid - Occasional days on site in Birmingham SAP FICO Consultant required for leading client based in Birmingham.
The SAP FICO Consultant, in collaboration with other Digital and Technology (D&T) teams and strategic partners, will be responsible for designing, developing, and implementing Finance solutions, primarily within the SAP environment.Key Skills and Responsibilities:, Extensive experience in SAP Finance and Controlling configuration in ECC6 and/or S/4 HANA, SAP FICO experience across multiple projects life-cycle , Core SAP Finance skills across but not limited to AP, AR, GL, AA;, Knowledge of MM and SD modules, Provide SAP Finance technical support to the Product Support team., Conduct impact assessments, design, configuration, and testing within Finance and Controlling., Work with external partners to enhance Finance functionality, including core processes, bank processing, and SAP ECC6 integrations., Partner with D&T teams to deliver quality solutions and support legacy system migrations to SAP., Collaborate with Business Partnering and Architecture teams to manage demand, investments, priorities, and ROI., Develop roadmaps to support decommissioning, enhancements, and rationalisationInterested? Please submit your updated CV to Emma Siwicki at Crimson for immediate consideration.
Not interested? Do you know someone who might be a perfect fit for this role? Refer a friend and earn £250 worth of vouchers!Crimson is acting as an employment agency regarding this vacancy ....Read more...
Type: Permanent Location: Birmingham, England
Salary / Rate: Up to £80000 per annum
Posted: 2025-03-19 11:27:23
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Job Description:
Our client has an exciting opportunity for a Product Analyst to join the team on a permanent basis.
You will be responsible for managing fund designs in line with the product governance standards and conduct risk framework.
Skills/Experience:
Experience of investment fund product management, operations or compliance
Experience of working with legal agreements/technical documents
Excellent organisation skills and time management
Strong numeracy skills
Good verbal and written communication skills, including report writing
Proficient in Microsoft Office applications
Core Responsibilities:
Maintain product governance and management standards with oversight by the Product Governance Committee.
Manage new and existing fund designs in line with the product governance standards and conduct risk framework.
Monitor and report on agreed KPIs throughout the year to support Assessment of Value and Consumer Duty reporting.
Manage regulatory applications for new funds and product changes, working with internal and external stakeholders on legal documents and investor communications.
Manage fund regulatory documents, including fund prospectus and Fund factsheets.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15922
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Newcastle upon Tyne, England
Start: ASAP
Posted: 2025-03-17 11:14:24
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Job Description:
Our client, a leading UK-based fund manager, is currently seeking an Operations Oversight Analyst to join the Operations team based in either Edinburgh or London.
This is a fantastic opportunity for someone who has investment operations knowledge across a range of investment instruments, fund types and products.
Skills/Experience:
Experience working within investment operations
Organisational skills, can demonstrate ability to meet deadlines and undertake and manage multiple tasks
Team player
Strong attention to detail
Excellent written communication skills
Experience in producing MI and regular reporting
Core Responsibilities:
Supporting the trade life cycle across equities, bonds, foreign exchange and derivatives.
NAV oversight related tasks.
Complaint handling - ensuring regulatory requirements are met in the management of client complaints.
Oversight of fund audit process and completion of fund audit related activity.
Oversight of custody markets and eligible markets including liaison with Front Office and custodian.
Oversight of retail client AML & KYC documentation and processing.
Other Operations related activity.
Investigate and resolve day to day operational queries, issues and incidents across a range of services provided by third party providers.
Ongoing oversight of third-party administrator.
Prepare and maintain procedures, processes and controls documents, ensuring all procedures and checklists remain up to date.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16022
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-03-12 13:36:30
