Technical Business Analyst

Technical Business Analyst

Location: Surrey or London (Hybrid – 1 day per week onsite)

Contract: 6-month initial contract

IR35 : Inside/Outside

The Role

We are looking for an experienced Technical Business Analyst to join a leading financial services client working on an innovative retail investment platform.

This is a hands-on role within a regulated environment, with a strong focus on AI-native delivery and agentic technologies. You will work closely with technical, product and business stakeholders to translate complex requirements into practical solutions and support the development of an AI-enabled investment platform.

Key Responsibilities

• Work across the design and delivery of an AI-native retail investment platform.
• Translate business and customer requirements into clear technical requirements and user stories.
• Work closely with engineering, product, data and AI teams to shape solutions.
• Support the design and development of agentic AI capabilities and workflows.
• Analyse existing processes and identify opportunities for AI-driven automation and improvement.
• Facilitate workshops and communicate requirements clearly across technical and non-technical stakeholders.
• Support solution design, testing and delivery through the full development lifecycle.
• Ensure solutions align with regulatory, governance and risk requirements.
• Act as a bridge between business stakeholders and technical delivery teams.

Skills & Experience

• Proven experience as a Technical Business Analyst within financial services.
• Experience working in regulated environments.
• Strong understanding of technology, software delivery and technical architecture.
• Experience working on AI-native products, AI-enabled delivery or emerging AI technologies.
• Understanding of AI agents, agentic workflows or Generative AI is highly desirable.
• Strong requirements gathering, analysis and documentation skills.
• Experience working closely with engineering and product teams.
• Excellent stakeholder management and communication skills.
• Comfortable working in an evolving environment where requirements and technology are developing rapidly.
• Experience within retail investments, wealth management or investment platforms would be advantageous.

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