Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions.
We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term.
About the Role
As a Technical Business Analyst embedded within the Asset Management technology delivery team, you will act as a critical bridge between Investment, Operations, Risk, and the data and engineering teams. You will be responsible for translating complex front‑to‑back asset management processes into clear, actionable requirements that enable scalable, compliant, and data‑driven technology solutions across the investment lifecycle.
Requirements Elicitation & Analysis
- Lead the elicitation, documentation, and validation of business and technical requirements across asset management processes including portfolio management, dealing, valuation, performance, and reporting #
- Facilitate workshops and interviews with investment managers, operations team, research team, and compliance stakeholders
- Produce high‑quality artefacts including process maps, user stories, use cases, data models, and functional specifications
- Define and validate acceptance criteria in collaboration with Product Owners, developers, and QA teams
- Document and assess system and data integration requirements across portfolio management systems, order management systems (OMS), data vendors, custodians, and reporting platforms
Process Analysis & Improvement
- Analyse end‑to‑end front‑to‑back asset management workflows to identify inefficiencies, risk, and opportunities for automation
- Map as‑is and to‑be processes, ensuring alignment with regulatory, operational, and investment governance requirements
- Identify opportunities to embed AI and advanced analytics into investment and operational workflows and translate these into structured requirements
Agile Delivery Support
- Work closely with Product Owners to shape and prioritise backlogs aligned to asset management roadmaps
- Participate actively in sprint ceremonies, refinements, planning sessions, reviews, and retrospectives
- Support engineering teams throughout delivery by clarifying requirements, data dependencies, and non‑functional needs
Stakeholder Engagement
- Build trusted relationships with senior stakeholders across Investments, Operations, Risk, Compliance, and Technology
- Communicate complex technical, data, and process changes clearly to both technical and non‑technical audiences
- Support governance and steer‑co processes by providing clear documentation, options, and impact assessments
Continuous Improvement
- Champion best practice in business analysis, agile delivery, and asset management technology
- Actively leverage AI‑enabled tools for requirements synthesis, documentation, and analysis
- Contribute to the development of BA standards, templates, and capability maturity across the function
Experience
- 5+ years’ experience as a Technical Business Analyst, ideally within asset management, capital markets, or financial services Demonstrable experience working within agile, cross‑functional delivery teams
- Strong understanding of asset management concepts including portfolios, instruments, valuations, performance, and investment operations
- Experience working with portfolio management systems, OMS/EMS, market data providers, and reporting tools
- Practical experience using AI or data‑driven tooling to improve analysis and solution outcomes
- Solid technical literacy including APIs, data integration patterns, data pipelines, and security concepts
Skills
- Advanced ability to produce clear requirements, data‑focused documentation, and process models
- Strong analytical and problem‑solving skills with comfort working in complex data environments
- Excellent stakeholder engagement skills, particularly with investment and operational users
- Proficiency in agile delivery tooling (e.g. Jira, Confluence, Azure DevOps)
- SQL and basic code comprehension are a plus
Education
- Bachelor’s degree in Business, Finance, Computer Science, Engineering, or related field preferred
- BCS, IIBA (CBAP), or equivalent BA certification is a plus
Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.
Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.
Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.
Terms- Competitive salary- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)- 25 days Annual Leave + public holidays- Buy and sell holidays up to 5 days- Office Christmas close (3-days) - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.- Hybrid working- Further education and training support- Discretionary performance related bonus- Confidential Employee Assistance Programme- 2 days per year for voluntary work- And lots of flexible benefits to choose from!The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
