Perk 1
Perk 2
Perk 3

Business Analyst - Investments (12 Month FTC)

Division Asset Management
Location London
Salary Competitive + Benefits
Mergefield Title {Mergefield Value}

This is a {Advertised Permanent / Temporary}, {Advertised Full Time / Part Time} vacancy that will close in {x} days (x will be populated when viewing published adverts).


  • Contribute to the delivery of the strategic objectives of Close through the provision of business analysis.  The current programme of change is designed to deliver major business transformational changes and ongoing BAU enhancements & efficiencies over a multi-year timeframe. Utilise a range of business analysis tools and techniques in order to deliver high quality business analysis artefacts within the Change function and associated projects



  • Provide conceptual solutions to often complicated business problems and make recommendations for preferred solutions.
  • Contribute to the development of the business analysis approach and deliverables, and improve the integration with other disciplines across the software delivery lifecycle.
  • Lead requirements elicitation, documentation and management using a range of analysis tools and techniques.
  • Have ownership of traceability of analysis through development, testing, training through to business readiness and acceptance.
  • Work with Senior Management and up to Executive level to facilitate the sign off / agreement of solutions and recommendations.
  • Strong team working skills, with an ability to travel around the national office network to complete projects onsite where required
  •  Strong communication and interpersonal skills including negotiation
  •  Excellent written and verbal communication skills – must be able to communicate fluently in English both verbally and in writing.


  • At least 5-8 years’ experience within investment management, financial planning advice firms or the wealth management industry
  • Experience in Front Office Investment Management project delivery - including discretionary, model portfolios and unitised funds; Operating and Servicing models, CRM, Financial planning tools, Wrappers including SIPP, ISA and JISA.
  • Experience across packaged and bespoke systems and infrastructure – particular understanding of Pulse and/or XPLAN, or equivalent Platform, CRM and Document Management Systems.
  •  A working knowledge of investments process life-cycle, including portfolio construction and management, pre- and post-trade compliance, dealing and supporting operations processes.
  •  Exposure to a variety of asset classes used by asset management firms (e.g. equities, fixed income, structured products) is preferred.
  • Experience in understanding and defining ‘as is’ and ‘to be’ states of client journeys, operating models, business processes as well as MI & Reporting.     Experience in successful project delivery through agile methodology is advantageous.
  • The role will require contribution to the identification and impact assessment of programme and project issues and risks.
  • The role will be required to provide and manage workload to elapsed time and man day estimates on for analysis work to inform the project plan.
  • Experience working with senior management in workshops, formal presentations, escalations and issue resolutions.
  •  The candidate will support relationships with external suppliers, contractors and/or consultants as required in order to deliver assignments.


At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by Close Brothers, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.

We are the Asset Management division of Close Brothers, a FTSE 250 leading UK merchant banking group. Our clients are professionals, business owners, individuals, families, and employers, who rely on our high-quality financial advice and investment services to preserve and grow their long-term savings and investments.

We are based throughout the UK, employing circa 800 people across 11 offices. Through our widespread geographic footprint, we are able to achieve strong, long-term relationships with our clients, by combining our understanding of the local regions we serve and face-to-face services.

 We know that outstanding individuals help drive our business forward, deliver exceptional service for our clients and continue to build Close Brothers’ long standing reputation as a leading merchant banking group.

Private medical

Discounted health checks

Stakeholder pension contribution

Gym discounts

Cycle to work scheme

Save As You Earn scheme

Purchase additional holiday

At Close Brothers, we are dedicated to helping the charities that matter most to our employees. Our donations continue to increase year on year thanks to our fundraising efforts and matched giving schemes to our employees’ favourite charities. We continue to seek out new ways to give as a group and to help employees who give their valuable time and money to causes close to them.

To find out more detail please follow the link below:

Sustainability is fundamental to our purpose, and we recognise that to help the people and businesses of Britain thrive over the long term, we also have a responsibility to help address the social, economic and environmental challenges facing our business, employees and customers, now and into the future.

To find out more detail please follow the link below:

Alternatively, apply with...


2 hours ago


14 Days
Apply Now