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Ba- financial planning/investment management | data migration

London
Investment manager
Posted: 3 October
Offer description

Business Analyst Financial Planning / Investment Management (Data Migration) | Contract | Outside IR35 Location: London (hybrid working) Duration: Initial 6 months (with potential extension) Rate: Competitive Engagement: Outside IR35 We are seeking an experienced Business Analyst with a background in financial planning or investment management to support a high-profile front-office transformation programme. This is a contract opportunity with a leading financial services organisation, offered on a day-rate basis (outside IR35). The Role You will be instrumental in enabling the migration of a substantial financial planning business into an established investment management platform. This role demands a highly structured, detail-oriented Business Analyst with proven expertise in data migration projects, alongside strong process and stakeholder management skills. Key Responsibilities Analyse and document current-state and target-state data structures, processes, and workflows across financial planning and investment management. Define data migration requirements, including mapping, validation, and reconciliation rules. Collaborate with Programme Managers, Data Architects, and Operations teams to ensure accuracy, consistency, and business alignment. Produce high-quality business requirements, user stories, and data migration documentation. Support testing, data validation, and issue resolution during migration phases. Key Requirements Proven experience as a Business Analyst within financial planning, wealth management, or investment management. Strong track record delivering on data migration projects within financial services. Excellent process-mapping and documentation skills. Ability to interpret complex data requirements and work closely with technical teams. Strong stakeholder engagement and communication skills, with the confidence to challenge and clarify requirements. Previous involvement in large-scale transformation or integration programmes.

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