OMS Business Analyst

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

1. Previous experience in Insurance or Wealth, Asset Management, Investment Banking or Trading environments is highly desirable .
2. Seasoned BA with proven OMS/PMS experience across platforms such as Bloomberg AIM, Charles River, Thinkfolio, Limina, Finbourne, Fidessa, Portware or similar.
3. Strong understanding of the front-to-back trade lifecycle : order capture, routing, execution, allocation, confirmation, settlement.
4. Experience partnering with Front Office, Middle Office, Back Office, Dealers, Quants and Operations teams.
5. Skilled in running workshops, defining requirements, and documenting As-Is / To-Be processes .
6. Able to map future-state application architecture and data flows for OMS/PMS and investment operations workflows.
7. Experience managing dependencies, phasing options and licence switch-off plans during system migrations.
8. Strong documentation ability: BRDs, functional requirements, process maps, user stories, traceability matrices.
9. 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.