Business Analyst / Project Manager Wealth Management Software

Overview

In this role you will drive project delivery and business analysis for a leading wealth management software provider. You will coordinate between clients, professional services and the development team to scope requirements, manage implementations and ensure on-time delivery. The position blends project management and business analysis, offering ownership of product-related work and close involvement with senior stakeholders. You will work in a fast-paced, client-facing environment in Central London, contributing to impactful software implementations that support portfolio risk analytics.

Responsibilities

• Requirements gathering from clients
• Resource planning
• Implementation project management
• Collaboration with the development team
• Project delivery and reporting
• Liaison between clients and Professional Services for project deliverables
• Cash planning and forecasting
• Documentation and workflow design
• Create test cases
• Functional specification writing
• Manage multiple projects and coordinate with presales, sales, development and CEO

Key requirements

• 2 years commercial experience of project management and business analysis
• Experience of financial services
• 2:1 Degree in Computer Science, IT or Maths
• Ideally experience of wealth management and portfolio management
• Strong commercial acumen and awareness
• Solid documentation experience
• Experience of the software development lifecycle
• Functional spec writing
• Test case creation
• Ability to hit deadlines
• Willingness to sign NDA

• Stakeholder management
• Strong written and verbal communication
• Deadline-driven and reliable
• XML
• SQL
• Excel

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