We are urgently looking to recruit a seasoned Business Analyst to join a high-profile, multi-year CRM & Client Data Strategy programme at a leading investment management firm. This is a key hire for the team at a critical stage of the programme’s development.

Key responsibilities:

• Work with Distribution, Marketing, and Sales teams to implement or enhance CRM systems
• Support the development and execution of a client data strategy
• Create and shape business cases to support proposed changes
• Engage with senior stakeholders and help bring structure to ambiguous requirements
• Analyse and document complex client structures specific to institutional asset management (segregated and pooled funds)
• Document business and functional requirements using JIRA
• Contribute to operating model change and transformation initiatives
• Support project delivery where needed

Required experience:

• Strong Business Analyst experience within institutional asset management
• Demonstrable experience working on CRM and client data strategy projects
• Understanding of distribution functions (Sales and Marketing) within an asset management context
• Experience with segregated and pooled fund structures
• Ability to communicate confidently with senior stakeholders
• Background in both BA and PM roles is beneficial
• Previous experience with Salesforce is preferred

If this role is of interest and you meet the above criteria, please click and apply today.

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates

About the job

Contract Type: Temporary Interim Management

Specialism: Projects & Transformation

Focus: Business Analyst

Workplace Type: Hybrid

Experience Level: Senior Management

Location: City of London

Contract Type: Temporary Interim Management

Specialism: Projects & Transformation

Focus: Business Analyst

Industry: Financial Services

Salary: £600 - £730 per day

Workplace Type: Hybrid

Experience Level: Senior Management

Location: City of London

Job Reference: Y7BEQ5-449321FB

Date posted: 15 July 2025

Consultant: Meghan Bartlett