Technical Business Analyst – Investment Platform
Our client is a financial services organization based in the city of London, renowned for its innovative approach and collaborative culture. They focus on delivering transformative investment solutions and value team members who demonstrate ownership, initiative, and technical expertise. This role involves working across client-facing solution design, scoping, and delivery within a complex, platform-based environment, contributing directly to the enhancement of investment and wealth management platforms. The position offers the opportunity to work in a dynamic team where your contributions influence client outcomes and product development.
Role Overview:
The Technical Business Analyst will serve as a key liaison between clients, business stakeholders, and engineering teams. The role involves gathering and challenging requirements, translating business needs into technical specifications, and supporting end-to-end solution delivery. This position ensures solutions are scalable, maintainable, and aligned with platform workflows, integrations, and data flows to support the organization’s investment platform projects.
Key Skills & Experience:
• Experience as a Solutions Consultant, Functional Consultant, Technical Business Analyst, or similar role
• Strong ability to understand and break down complex systems and requirements into structured solutions
• Experience working with APIs, integrations, and data flows
• Knowledge of platform-based or complex system environments
• Familiarity with software delivery lifecycles and agile methodologies
• Exposure to tools such as Jira, Azure DevOps, or similar
• Ability to engage, challenge, and probe clients to understand requirements thoroughly
Key Responsibilities:
• Lead client discussions to gather and define requirements, shape solutions, and establish scope
• Facilitate workshops with stakeholders to refine requirements
• Convert business needs into clear functional and technical specifications for development teams
• Design end-to-end solutions, including architecture considerations and user journeys
• Manage scope, acceptance criteria, and stakeholder expectations
• Support solution implementation, ensuring outcomes meet client expectations
• Work closely with engineering teams to ensure effective understanding and delivery of requirements
• Support integrations and data flows between internal systems and external client platforms
• Contribute to continuous improvement of delivery processes and ways of working
• Act as a key point of contact for senior stakeholders, providing clear recommendations and guidance
• Demonstrate a strong technical understanding and the ability to explain complex concepts clearly to non-technical stakeholders
Requirements:
• Proven experience in a client-facing solutions or delivery role
• Strong stakeholder management skills, particularly with senior clients
• Ability to shape solutions and define scope within complex systems
• Strong analytical thinking and attention to detail
• Comfortable working across both business and technical stakeholders
• Right to work in the UK and location in London
• Experience working in or familiar with investment or wealth management platforms
Nice to Have:
• Familiarity with SQL or data analysis for validation
• Exposure to tools such as Postman or similar API tools
• Knowledge of cloud environments like Azure
• Experience within fintech, banking, or asset management domains
This is a permanent position offering an attractive benefits package, including pension contributions, private medical cover, life insurance, development allowance, and flexible working arrangements. The role requires a hybrid working environment with on-site presence in London once every two weeks.
If you meet the criteria and are interested in this opportunity to shape investment platform solutions, please apply now.
