Business Analyst
About the Company
Our Investment Management client is looking to hire a Contract Business Analyst who has experience of Client Data Models/MDM.
About the Role
Experience from a data perspective (e.g. Client Data Modelling / MDM / Data Governance) will be essential
Strong experience in designing/implementing client data models within Asset Managers (for CRMs) will have the advantage. You’ll need to have a good mix of business/technical skills as you will be expected to work with Distribution/Client Service/Finance stakeholders to understand their requirements and then design/implement with Data & Technology specialists.
Responsibilities
- Experienced analysis for the Global Client Data Model, including legal entities, organisational hierarchies, relationships and identifiers (e.g. DUNS / LEI where applicable).
- Work with business stakeholders (Distribution, Marketing, Client Services, Finance, Data Office) to define enterprise-level client definitions, attributes and hierarchy rules.
- Translate business needs into clear, structured requirements for client mastering, enrichment, matching, survivorship and data quality.
- Support the design of the Enterprise Client Master operating model, including stewardship roles, governance processes and data ownership.
- Collaborate closely with Data, Architecture, Engineering, UX and CRM BAs to ensure alignment between business requirements, data models and platform capabilities.
- Contribute to decisions on Build vs Buy for MDM / Client Master tooling and document functional and non-functional requirements.
Required experience
- Strong understanding of Asset Management operating models, including institutional and wholesale distribution, client servicing, and fund structures.
- Experience working in B2B business contexts, with complex client organisations, multi‐entity relationships and long‐cycle sales and servicing models.
- Understanding of how clients, consultants, intermediaries, mandates and legal entities are represented and related within Asset Management firms.
- Produce high-quality analysis artefacts including: Data definitions and logical data models, Hierarchy and relationship rules, Business rules and acceptance criteria, JIRA Features, Stories and Acceptance Criteria (Feature → Story → AC).
- Support testing and validation of mastered client data within Salesforce CRM, Data Cloud 360 and downstream analytics (e.g. Tableau).
Preferred Skills
- Exposure to Salesforce Data Cloud, MDM platforms, or client/entity mastering solutions.
- Experience working with external data providers (e.g. Dun & Bradstreet, LEI, reference data).
- Financial Services or Asset Management experience (beneficial but not essential).
- Familiarity with data governance, stewardship models and regulatory considerations.
6 months contract ( extendable )
City of London location
Hybrid - 2 days a week onsite
Equal Opportunity Statement
Our Client is an equal opportunity employer committed to fostering an inclusive work environment throughout their organisation. They embrace all types of diversity.