Your new company

A leading UK-based wealth management firm, renowned for delivering bespoke investment and financial planning services to private clients and trustees. With a distinguished history spanning over 280 years and a listing on the London Stock Exchange, the firm combines tradition with innovation. Following a significant transformation driven by a recent acquisition, they are now focused on strengthening their already well-established Change function to support continued growth and strategic evolution.

Your new role

A Business Data Analyst is required to join the Front-office Investment Change team. You will be working on a large-scale transformation programme focusing on the consolidation and simplification of pricing rates across the two businesses. You will work closely alongside various front-office stakeholders to understand and analyse large data-sets through the use of Excel.

You will be required to perform standard Business Analysis duties including requirements gathering, business requirement documentation and business readiness activities relating to the Pricing programme.

What you'll need to succeed

• Business Analysis skills – including requirements gathering, workshop facilitation, business requirements documentation etc.

• Strong Data Analysis skills

• Advanced level Excel skills (inc Pivot tables, formulas and Macros)

• Pricing experience would be ideal

• Financial services experience is preferable.

What you'll get in return

• Competitive basic salary

• Excellent benefits package inc 9% pension

• 25 days holiday + Bank holidays

• Discretionary bonus

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.