Business Analyst - Data, Investment and Wealth Insurance
Vallum Associates
Recruitment Agency
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The Role: Business Analyst - Data, Investment & Wealth (or) Insurance Location: Leeds, UK Position Type: Contract Inside IR35 Remote work option Available: 2 Days Onsite in a week : Your responsibilities:
- Analyse complex business and technology problems and define clear, end-to-end target-state solutions.
- Define system interactions, integration points, data flows, dependencies, and exception handling across multiple platforms.
- Map the asset lifecycle and reference-data processes across third parties, platform providers, and internal systems, ensuring data remains synchronised and changes are controlled end-to-end.
- Define banking and money-movement processes across accounts and currencies, including the foreign-exchange model, reconciliation points, and operational controls.
- Analyse critical batch and operational processes, including cross-system dependencies, failure scenarios, exception management, and manual intervention requirements. Essential skills/knowledge/experience:
- Strong technical business analysis experience, with the ability to work across business processes and technology.
- Financial services experience, ideally within investments, wealth management, or stockbroking.
- Proven experience defining complex system integrations, data flows, dependencies, and operational processes.
- Confidence working across technology teams, business operations, and third-party suppliers.
- Experience of large-scale transformation delivery and resolving complex cross-platform dependencies. Desirable skills/knowledge/experience:
- Experience analysing asset lifecycle, reference data and platform synchronisation within an investment or stockbroking environment.
- Knowledge of banking, cash and foreign-exchange processes, including reconciliation and operational controls.
- Experience defining batch-processing dependencies, failure handling, and operational exception-management processes.
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