AI Business Analyst – Wealth & Asset Management

Overview

In this role you enable AI-driven business transformation for wealth and asset management clients. You’ll bridge business analysis, AI enablement, and delivery to translate AI capabilities into practical outcomes across front, middle, and back-office functions. You collaborate with stakeholders and AI specialists to identify Generative AI and workflow automation opportunities, while balancing governance and regulatory requirements. You contribute to workshops, process mapping, AI performance analysis, and change activities to ensure measurable, business-aligned results. This role offers exposure to high-impact client work in a collaborative, learning-focused environment.

Pay / Benefits

• Discretionary bonus
• Competitive pension
• Health insurance
• Mental health support
• Flexible leave and family-friendly policies
• Continuous learning and training opportunities

Responsibilities

• Identify AI-enabled opportunities across investment operations, client servicing, onboarding, reporting, and operating workflows
• Facilitate workshops, capture requirements, map processes, and translate challenges into AI solutions
• Support Agile/hybrid delivery through backlog refinement, user stories, and governance reporting
• Partner with AI engineers, architects, product owners, and transformation teams on development, testing, and rollout of AI capabilities in regulated environments
• Contribute to governance, risk, compliance, operational readiness, training, and change management for responsible AI adoption

Key requirements

• Experience as a Business Analyst, Consultant, or transformation professional in Wealth & Asset Management
• Strong stakeholder engagement, requirements gathering, and communication skills
• Understanding of AI technologies and AI/ML ecosystem (Generative AI, GPT, Copilot, NLP, workflow automation) relevant to wealth and asset management
• Experience supporting digital, data, or AI-enabled transformation programmes with Agile delivery
• Analytical mindset with understanding of governance, operational risk, regulatory considerations, and responsible AI adoption in financial services

• Stakeholder engagement
• Effective communication
• Workshop facilitation
• Generative AI
• GPT
• Copilot

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