Job Title:
Investment Platform Functional Business Analyst
Location:
London (hybrid with occasional travel)
Salary/Rate:
£ inside IR35
Start Date:
February
Job Type:
Initial 6 month contract
Company Introduction
We have an exciting opportunity now available with one of our sector-leading consultancy clients They are currently looking for a skilled Investment Platform Functional Business Analyst to support the Implementation Lead in delivering investment platform implementations to ensure client needs for investment accounting, compliance, and reporting are met.
Job Responsibilities/Objectives
This role focuses on gathering and translating business requirements, aligning client workflows with platform capabilities, and supporting end-to-end implementation activities through to successful client go-live. Experience with Clearwater Analytics (IBOR/ABOR) is highly desirable, though candidates with similar investment or accounting platforms are encouraged to apply.
* Stakeholder Management:
Partner with internal teams and external clients to gather requirements, conduct regular status and working sessions, manage expectations, and support a smooth transition to the new investment platform.
* Functional Analysis & Platform Implementation:
Analyse client business processes and map them to platform functionality (e.g., investment accounting, reporting, compliance). Support configuration of system components such as funds, brokers, custodians, and general ledger accounts.
* Requirements & Documentation:
Elicit, document, and validate functional requirements, process flows, and data mappings. Ensure clear documentation to support implementation, testing, and post-go-live operations.
* Data, Integration & Testing Support:
Support data migration, reconciliation, and integration with third-party systems. Assist with UAT planning, execution, defect tracking, and issue resolution.
* Risk Management & Process Improvement:
Identify, document, and escalate risks and issues. Contribute to continuous improvement of implementation processes, templates, and documentation.
Required Skills/Experience
The ideal candidate will have the following:
* Experience:
* Proven experience as a Functional Business Analyst or Implementation Analyst supporting investment platform implementations
* Experience working with external clients in a delivery or implementation environment
* Exposure to Clearwater Analytics strongly preferred; experience with similar platforms also acceptable
* Technical & Domain Knowledge:
* Strong understanding of investment operations, financial instruments (fixed income, equities, derivatives), and investment accounting concepts (IBOR / ABOR, IFRS)
* Familiarity with SaaS platforms and system integrations
* Understanding of data structures and relational database concepts (SQL querying skills a plus)
* Soft Skills:
* Strong analytical, problem-solving, and organizational skills
* Excellent written and verbal communication with attention to detail
* Ability to manage multiple workstreams and competing priorities in a fast-paced environment
Preferred Platforms (Nice To Have)
* Clearwater Analytics
* Aladdin, Charles River, SimCorp or similar investment/accounting platforms
If you are interested in this opportunity, please apply now with your updated CV in Microsoft Word/PDF format.
Disclaimer
Notwithstanding any guidelines given to level of experience sought, we will consider candidates from outside this range if they can demonstrate the necessary competencies.
Square One is acting as both an employment agency and an employment business, and is an equal opportunities recruitment business. Square One embraces diversity and will treat everyone equally. Please see our website for our full diversity statement.