Business Analyst - Wealth Management Private Markets | Business Analyst (Contract) | Outside IR[...]

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Business Analyst - Wealth Management Private Markets | Business Analyst (Contract) | Outside IR35 | up to £700/day | 6‑month rolling | Hybrid London/Edinburgh

A Business Analyst with Wealth Management and Private Markets exposure is needed for a major wealth and asset management organisation is delivering a flagship digital transformation programme, including the implementation of Addepar as the strategic reporting platform across Private Markets. They are seeking a Senior Business Analyst with Private Markets reporting expertise or hands‑on Addepar implementation experience to drive key work streams within a high‑profile reporting and data modernisation initiative.

Business Analyst with Wealth Management and Private Markets role sits within a fast‑moving Change function, working across business, technology, and data teams to define requirements, optimise processes, and ensure successful adoption of new reporting capabilities.

The Business Analyst with Wealth Management and Private Markets will play a central part in the Strategic Reporting Programme, shaping requirements, validating workflows, and ensuring the reporting solution meets business, operational, and regulatory needs.

Paying up to £700/day (Outside IR35)

️ Hybrid working – 3 days a week in London or Edinburgh

Key Responsibilities

  • Lead analysis for the Addepar implementation across Private and Markets
  • Capture, define, prioritise, and document business requirements
  • Translate user needs into user stories, specifications, and workflows
  • Coordinate features and sprint deliverables within Agile teams
  • Work closely with development and testing teams to ensure accurate delivery
  • Conduct data analysis, gap analysis, and support migration/integration activities
  • Facilitate workshops, lead stakeholder sessions, and present confidently
  • Identify opportunities for process optimisation and automation
  • Support operational readiness and ensure changes are embedded effectively
  • Wealth Management and Private Markets knowledge
  • Private Markets reporting or Addepar implementation experience
  • Strong ability to elicit clear, unambiguous requirements
  • Proficiency with Visio, Draw.io, Miro
  • Strong analytical and problem‑solving skills
  • Agile delivery experience (Scrum or Kanban)
  • Working knowledge of Jira and Confluence
  • Highly organised, proactive, and able to operate in a fast‑paced environment
  • Understanding of regulatory and reporting requirements
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Location:
Greater London, England, United Kingdom
Salary:
£60,000 - £80,000
Job Type:
FullTime
Category:
Finance

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