Job Description
OMS / PMS Business Analyst
Robert Half International (an S&P 500 global staffing provider) is supporting a global consulting firm in sourcing an experienced Business Analyst with OMS/PMS expertise to join a major investment and wealth management client engagement. The assignment focuses on supporting a front-to-back Order Management System (OMS) and Portfolio Management System (PMS) replacement programme spanning Front Office, Middle Office, Back Office, Dealers and Quant teams.
Assignment Details
* Initial Duration: 6 months (strong likelihood of extension given programme size)
* Location: Hybrid – 2–3 days per week in Bristol
* Day Rate: Market rate via PAYE (plus 12.07% holiday pay – PAYE with employer’s NI & Tax deducted at source, unlike umbrella companies and no umbrella company admin fees)
This role suits a Business Analyst with strong front-to-back trade lifecycle understanding and hands-on exposure to OMS/PMS platforms within financial services.
Key Skills & Experience
* Previous experience in Insurance or Wealth, Asset Management, Investment Banking or Trading environments is highly desirable.
* Seasoned BA with proven OMS/PMS experience across platforms such as Bloomberg AIM, Charles River, Thinkfolio, Limina, Finbourne, Fidessa, Portware or similar.
* Strong understanding of the front-to-back trade lifecycle: order capture, routing, execution, allocation, confirmation, settlement.
* Experience partnering with Front Office, Middle Office, Back Office, Dealers, Quants and Operations teams.
* Skilled in running workshops, defining requirements, and documenting As-Is / To-Be processes.
* Able to map future-state application architecture and data flows for OMS/PMS and investment operations workflows.
* Experience managing dependencies, phasing options and licence switch-off plans during system migrations.
* Strong documentation ability: BRDs, functional requirements, process maps, user stories, traceability matrices.
* Confident liaising with both business and technology stakeholders to ensure alignment with programme scope.
Screening Requirements
All candidates must complete standard screening (Right to Work, DBS, credit/sanctions, employment verification). This is an excellent opportunity for a Business Analyst with front-to-back investment operations experience to join a high-performing consulting team and play a key role in shaping and delivering a major OMS/PMS transformation programme for a leading UK investment and wealth organisation.