Business Analyst – Wealth & Asset Management
Location: London | Practice Area: Wealth & Asset Management | Type: Permanent
Enable wealth platform and operations transformation through structured analysis and technology-enabled change.
The Role
We are seeking a Business Analyst with strong Wealth & Asset Management domain experience to support wealth platform and operational uplift initiatives.
You will play a key role in translating business needs into structured requirements across platform integration and advisory or servicing transformation programmes. Working within Agile delivery environments, you will collaborate with stakeholders across front office, operations and technology teams to ensure seamless platform integration and operational enhancement.
As AI continues to reshape financial services, you'll be expected to embrace AI-enabled ways of working, using approved AI and automation tools to enhance productivity, accelerate analysis, improve delivery quality and support better client outcomes, while always applying human judgement and responsible AI practices. You'll also help identify opportunities to embed AI-enabled capabilities into future operating models where appropriate, supporting innovation while maintaining robust governance and oversight.
What You’ll Do
- Gather, document and refine business and data requirements across wealth platform and operations transformation initiatives, using approved AI-enabled tools where appropriate to accelerate analysis and improve quality.
- Create and manage user stories and product backlogs, supporting sprint ceremonies within Agile environments while leveraging AI to enhance documentation and delivery efficiency.
- Map current and target operating models (TOM), including onboarding, suitability and servicing journeys within Private Banking and Wealth Management, identifying opportunities for AI-enabled process optimisation where appropriate.
- Define integration and data requirements to support platform interoperability and system change, using AI to support analysis while maintaining appropriate human review and governance.
- Work alongside technology teams and platform providers (e.g. Avaloq, Temenos and Aladdin) to ensure alignment between business needs, technical delivery and the responsible adoption of AI-enabled solutions.
What We’re Looking For
- Proven experience as a Business Analyst within Wealth Management (preferred) or Asset Management.
- Strong experience in Agile delivery, including backlog refinement and sprint collaboration.
- Experience in operations mapping and wealth lifecycle processes such as onboarding, suitability and servicing.
- Ability to translate complex requirements into clear documentation and structured delivery artefacts, with experience using AI-enabled tools to improve productivity and insight while applying responsible AI principles.
- Strong stakeholder management skills across business and technology teams.
Bonus Points For
- Exposure to wealth platforms such as Avaloq, Temenos or Aladdin (configuration experience not required).
- Experience supporting wealth platform integration or transformation programmes.
- Knowledge of FCA conduct requirements within wealth environments.
- Professional certifications such as BCS Business Analysis or CISI.
- Experience supporting AI transformation initiatives or embedding AI capabilities (including Generative AI, Agentic AI or intelligent automation) within wealth management or financial services environments.
Why Join Capco
- Deliver high-impact wealth transformation programmes for leading financial institutions.
- Work in a collaborative, flat and entrepreneurial consulting culture.
- Access continuous learning, training and industry certifications.
- Be part of a team shaping the future of wealth platform integration and advisory transformation.
- Help drive innovation across Wealth & Asset Management operating models.
Benefits
- Core Benefits: Discretionary bonus, competitive pension, health insurance, life insurance and critical illness cover.
- Mental Health: Easy access to CareFirst, Unmind, Aviva consultations, and in-house mental health first aiders.
- Family-Friendly: Maternity, adoption and shared parental leave, plus paid leave for sickness, pregnancy loss, fertility treatment, menopause and bereavement.
- Family Care: 8 complimentary backup care sessions for emergency childcare or elder care.
- Holiday Flexibility: 5 weeks of annual leave with the option to buy or sell holiday days based on your needs.
- Continuous Learning: Your growth, your way – minimum 40 hours of training annually. Choose from workshops, certifications and e-learning. A Business Coach is assigned from Day One to provide one-to-one guidance and accelerate your development.
- Healthcare Access: Convenient online GP services.
- Extra Perks: Gympass (Wellhub), travel insurance, Tastecard, season ticket loans, Cycle to Work and dental insurance.
Inclusion at Capco
We’re committed to making our recruitment process accessible and straightforward for everyone. If you need any adjustments at any stage, just let us know – we’ll be happy to help. We value each person’s unique perspective and contribution. At Capco, we believe that being yourself is your greatest strength. Our #BeYourselfAtWork culture encourages individuality and collaboration – a mindset that shapes how we work with clients and each other every day.
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