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Business Analyst- Client Servicing Programmes

Job in Liverpool, United Kingdom

Degree level


Job function


Required language

English (Fluent)

Work experience

0 to 1 years

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About us.

We're one of the UK's leading investment management companies, with responsibility for over £36 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future

Right now we're a team of around 1500 dedicated professionals located across 15 sites in the UK. We're looking to strengthen our tech team and need you to come on board and make a difference.

What we're looking for

The Programme Team has a delivery capability and a strategic planning capability which together creates and maintains an achievable and affordable change portfolio for Wealth. Specifically, the Client Servicing sub-portfolio delivers a coherent and cohesive change portfolio which is driven by the firm's strategic objectives, in particular, improvements to transacting, settling, accounting and processing.

As a Business Analyst, your primary role will be to aid the delivery of change driven by the Programme. You will be tasked with understanding and capturing business processes and change requirements and analysing and documenting these using various tools and techniques.

Your role 

  • You'll be responsible for eliciting business requirements, including: GAP analysis, AS-IS to TO-BE process and scenario building, Data capture and analysis and Conceptual solution design
  • You're great at document preparation. Specifically defining and author structured BA documentation as required (e.g. requirements documents, user stories, end-user guides, process maps etc.)
  • We've got a multitude of areas where you will be providing project support including: stakeholder sign-off, Test case preparation, UAT, solution verification and post implementation support.
  • You'll help act as a conduit between the business, developers and support functions
  • You'll ensure management are aware of any RAIDs in a timely manner.
  • Recommend any changes to or improvements in both working practices and service delivery.

What you bring to the table

  • A Thorough understanding of Wealth Management business processes; familiar with the latest Wealth Management trends and challenges.
  • Experience of dealing with multiple senior stakeholders across multiple business areas (Front Office, Technology, Compliance, Risk, Legal)
  • Regulatory delivery experience
  • Experience of Agile and Waterfall methodologies

You will be familiar with numerous structured business analysis techniques, in particular:

  • MoSCoW
  • Process Mapping
  • Solution investigation and documenting results
  • Stakeholder identification, analysis and management
  • Organisation modelling, business process analysis and business change identification
  • Evaluating options, preparing and presenting business cases
  • Defining and analysing requirements
Logo Investec
About Investec
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We bring an Out of the Ordinary approach to creating and managing wealth.
Founded in South Africa as a small finance company, today we offer clients our services as a global bank and asset management group.

Finance & banking
10,000 employees