Business Analyst – Wealth & Asset Management

Location: London (Hybrid) | Practice Area: Wealth & Asset Management | Type: Permanent

Shape the future of Wealth & Asset Management through strategic business transformation, enhanced customer experiences and smarter, AI-enabled ways of working.

**Please note Wealth & Asset Management experience is essential for this role**

The Role

Join Capco’s Wealth & Asset Management practice as a Business Analyst, working with leading financial institutions to deliver strategic transformation programmes and meaningful business change.

You will collaborate with business and technology stakeholders to improve processes, enhance customer journeys and translate complex business requirements into practical solutions.

Working across multiple levels of seniority, you will support end-to-end change initiatives, combining business analysis expertise with Agile delivery methodologies and a collaborative consulting approach.

You will also explore approved AI tools and AI-enabled workflows to enhance analysis, improve productivity and support better decision-making, while maintaining human oversight and responsible AI practices.

What You’ll Do

• Partner with business and technology stakeholders to gather, analyse and document requirements, facilitate workshops and produce functional specifications and user stories.

• Analyse and improve business processes and customer journeys, identifying opportunities for efficiency, automation and responsible AI-enabled working.

• Support end-to-end change initiatives, from business case development through to test planning, User Acceptance Testing (UAT) and implementation.

• Collaborate with cross-functional teams, external partners and client stakeholders to deliver change using Agile and other appropriate project methodologies.

• Interpret complex information, reconcile discrepancies and develop actionable recommendations, using approved AI-assisted analysis where appropriate, with human validation of outputs.

What We’re Looking For

• Experience as a Business Analyst within Financial Services, with essential knowledge of Wealth & Asset Management products, processes and operating models.

• Experience in requirements gathering, process mapping, process re-engineering, customer journey analysis and producing functional specifications and user stories.

• Understanding of change management and project delivery methodologies, including Agile, with experience supporting projects from business case through to testing and implementation.

• Effective stakeholder engagement, communication and workshop facilitation skills, with the ability to collaborate across technical and non-technical teams.

• Analytical thinking, problem-solving capabilities and an interest in using approved AI tools and automation to improve analysis, with appropriate judgement and responsible AI practices.

Bonus Points For

• Experience delivering transformation programmes within Wealth Management, Asset Management or investment platforms.

• Knowledge of digital transformation, operating model change and business process optimisation in regulated financial services.

• Experience working with Agile delivery teams, Product Owners, technology specialists and third-party providers.

• Exposure to AI-enabled business analysis, intelligent automation or emerging AI capabilities, including governance and review.

• For senior-level candidates, experience supporting or managing Business Analyst teams and contributing to project planning.

Why Join Capco

• Deliver high-impact technology and business transformation solutions 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 digital financial services.

• Help shape the future of digital transformation across Financial Services and Energy.

Benefits

We offer a competitive, people-first benefits package designed to support every aspect of your life:

• 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 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. Take your pick: workshops, certifications and e-learning. A Business Coach is also assigned from Day One, providing one-on-one guidance to support your goals 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.