Business Analyst

Posted 29 May by Lucy Bristow Appointments Featured

Business Analyst

Private Client Investment Management Company

Up to £37,000 + benefits + generous holiday allowance

Fareham, Near Southampton, Hampshire

Our client is a discretionary investment management company, providing investment management services and financial planning solutions to private clients. They are a highly successful, privately owned, LLP, with 3 offices in the UK, a channel islands regulated subsidiary and one on-shore and two off-shore fund entities.

The company has a fast moving, fast growing, dynamic and challenging culture but also one where everyone feels part of the team and where they can have fun.

The Role

We are recruiting a Business Analyst.

The role will report to the IT Manager and the key areas of responsibility are as follows:

  • Performing one-off data migrations between CRMs and other software applications
  • Deploying solutions to deliver immediate benefits to internal users
  • Ensure non enterprise solution code is appropriately documented from an IT and user perspective
  • Assist users with the management and creation of system based document templates
  • Look at mechanisms for ongoing improvements to current process
  • Training staff on non-enterprise solutions

The Person

The successful candidate will be a delivery orientated and well organised individual. The successful candidate will have:

  • Experience with document writing software
  • Knowledge and experience of creating programmatic tools written in C# and/or VBA, and building, deploying and documenting end user solutions for non-IT functions
  • Experience of eliciting and documenting user requirements and translating them into technical specifications
  • Experience with handling complex data models
  • Experience with performing one-off data migration projects
  • Knowledge of and experience with Robotic Process Automation solutions and software application integrations
  • Experience of working in a financial services operational department (ideally within a wealth management context)


Competitive depending on experience, generous holiday allowance and pension contribution.

Required skills

  • Business Analyst
  • VBA
  • Wealth Management
  • Access Database
  • Business Process Automation

Application questions

Do you have experience in data migration?
Do you have experience of C# and/or VBA?
Do you have knowledge of Robotic Process Automation solutions?
Do you have experience working within financial services/wealth management sector?

Reference: 35254875

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