capco
Business Analyst – Wealth & Asset Management
At a Glance
- Location
- UK - London
- Posted
- 2026-02-26T11:52:35-05:00
Key Requirements
Required Skills
Benefits & Perks
Flexibility : 5 weeks of annual leave with the option to buy or sel
ompetitive pension, health insurance, life insurance and critical illness co
Requirements
Proven experience as a Business Analyst within Wealth Management (priority) or Asset Management
Strong experience in Agile delivery, including backlog refinement and sprint collaboration
Experience in operations mapping and wealth lifecycle processes such as onboarding, suitability, and servicing
Ability to translate complex requirements into clear documentation and structured delivery artefacts
Strong stakeholder management skills across business and technology teams
Responsibilities
We are seeking a Business Analyst with strong Wealth & Asset Management domain experience to support wealth platform and operational uplift initiatives.
You will play a key role in translating business needs into structured requirements across platform integration and advisory or servicing transformation programmes. Working within Agile delivery environments, you will collaborate with stakeholders across front office, operations, and technology teams to ensure seamless platform integration and operational enhancement.
Gather, document, and refine business and data requirements across wealth platform and operations transformation initiatives
Create and manage user stories and product backlogs, supporting sprint ceremonies within Agile environments
Map current and target operating models (TOM), including onboarding, suitability, and servicing journeys within Private Banking and Wealth Management