Business Analyst (Investment Operations)
Robert Half is excited to partner with a leading investment management organisation in their search for a Business Analyst to support key operational change initiatives across their front‑to‑back environment.
Overview
This role sits at the heart of an evolving investment operations function. You will analyse workflows, strengthen controls, and help deliver improvements across processes that support portfolio management, oversight, and operational governance. The successful candidate will combine strong BA fundamentals with experience working in investment or fund‑operations settings.
Key Responsibilities
* Review and document front‑to‑back operational processes, identifying opportunities to simplify, automate, or strengthen control points.
* Partner with investment, operations, risk, and technology teams to capture business requirements and translate them into clear deliverables.
* Support workflow redesign and operational change across areas such as trade support, cash and position control, reconciliations oversight, and reporting workflows (kept high‑level intentionally to avoid identifiable detail).
* Produce concise artefacts including process maps, requirement definitions, and implementation supporting materials.
* Contribute to testing cycles (UAT) and readiness assessments for new tools, processes, or enhancements.
* Help embed a culture of continuous improvement across investment operations.
Experience & Skills
Essential
* Experience as a Business Analyst within investment management, fund operations, or a similar financial‑services environment.
* Understanding of investment‑operations processes (e.g., trade support, middle‑office controls, reconciliations, reporting, data quality) without tying to any specific firm model.
* Strong documentation skills with the ability to distil complex processes into clear, actionable outputs.
* Confident working across technology and business teams to drive operational change.
* Highly organised, structured, and detail‑oriented.
Desirable
* Exposure to workflow or project management tools.
* Experience supporting operational process redesign within regulated financial environments.
* Understanding of data quality, operational oversight, or investment governance frameworks.
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