Senior Business Analyst

Senior Business Analyst - 12 month fixed term contract

We are looking for an experienced Senior Business Analyst to join our Wealth team at Isio. This is an exciting opportunity for someone with a strong background in financial services and/or technology who enjoys working at the intersection of business, investment and technology.

The successful candidate will have at least 5-10 years' experience working within financial services, FinTech, technology or a related environment, with a strong track record of analysing complex business processes and translating business needs into effective technology solutions.

An understanding of Model Portfolio Services (MPS), investment management or portfolio management would be highly advantageous. We are looking for someone with the right analytical mindset, financial services experience and ability to learn quickly. The successful candidate will have the opportunity to develop their knowledge of MPS and the investment management lifecycle on the job.

This is an exciting time to join as we continue to invest in and develop our technology offering following the acquisition of AI-driven investment manager Collidr.

This is a fixed term contract for 12 months, ideally based in our London office with a hybrid workstyle.

What does the role entail?

• Lead business analysis activities across complex financial services and technology projects.

• Work with stakeholders to understand business objectives, processes, pain points and opportunities for improvement.

• Translate business needs into clear, structured and actionable requirements.

• Produce high-quality business requirements documents, user stories, process maps, functional specifications and acceptance criteria.

• Facilitate workshops and stakeholder discussions to establish and prioritise requirements.

• Identify dependencies, risks, assumptions and potential impacts across business and technology functions.

• Challenge existing processes and identify opportunities for automation, simplification and operational efficiency.

What we’re looking for?

Essential Experience & Skills

• 5+ years' experience as a Business Analyst within financial services, FinTech, investment management, wealth management or a related technology environment.

• Experience working with technology and software development teams.

• Excellent stakeholder management and communication skills.

• Ability to understand complex business processes and translate them into practical technology solutions.

• Understanding of investment concepts including: Asset allocation; Funds and securities; Portfolio construction; Rebalancing; Portfolio performance; Trading and transactions; Investment data

• Proven experience gathering, analysing and documenting complex business requirements.

• Understanding of the full software development lifecycle.

• Experience working in an Agile environment.

• Strong analytical and problem-solving skills.

• Comfortable working independently and managing multiple priorities.

Desirable Experience

• Experience working for a FinTech, wealth management, investment manager, asset manager or financial technology provider.

• Experience with MPS platforms, portfolio management systems or order/trading systems.

• Understanding of adviser, wealth manager or discretionary investment management workflows.

• Experience working with financial/investment data.

Why Join Isio

Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability.

We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team.  We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters.

Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website Isio - Careers & Benefits .

About Isio

A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services.

Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking.

Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone.

At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.

We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates.

If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us [email protected]