Business Analyst Investments Data Strategy

Redefined; Leeds; Hybrid; GBP 45,000 - GBP 65,000; Full time

Job summary

A leading financial services firm in the UK is seeking a Business Analyst to support their Investments Data Strategy. The role involves engaging with stakeholders to clarify objectives, leading discovery efforts, and facilitating Agile delivery within data initiatives. Ideal candidates will have proven experience in financial services or asset management, with strong data analytics skills. The company offers a comprehensive benefits package including flexible working options and wellness programs.

Benefits

25 days annual leave

Private healthcare

Defined contribution pension scheme

Electric vehicle car scheme

Cycle-to-work programme

Qualifications

• Proven experience as a Business Analyst within financial services or asset management.
• Strong experience working on data or analytics initiatives.
• Ability to lead discovery and influence stakeholders.

Responsibilities

• Engage with stakeholders to clarify objectives and define requirements.
• Lead structured discovery to understand investment decision-making needs.
• Support Agile delivery within data-focused initiatives.

Skills

Business Analysis

Stakeholder engagement

Data analytics

Agile methodologies

Investment knowledge

Tools

Azure

Power BI

Job description

Description

At WTW Investments, we invest today to transform tomorrows. Our mission is to build long‑term wealth by delivering the breakthroughs that matter—for individuals, institutions, and society. We offer a broad range of investment services including advisory, fiduciary management, and wealth solutions—helping clients shape their investment beliefs, construct portfolios, and deliver better financial outcomes.

At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity.

Data is a critical strategic driver for our Investments business. We are seeking an experienced Business Analyst to support the delivery of our Investments Data Strategy, helping to shape, prioritise, and deliver data‑enabled capabilities that support better investment decision‑making and business outcomes. This role sits at the intersection of business, data, and technology. You will work closely with stakeholders across Investments, Data, and Technology to lead discovery, clarify objectives, define requirements, and help shape practical, value‑led solutions in an environment characterised by complexity and ambiguity.

The Role

Stakeholder Engagement, Communication & Influence

• Engage with a diverse range of stakeholders across Investments, Data, and Technology, acting as a trusted intermediary.
• Facilitate effective discussions and workshops, surface assumptions, and manage differing priorities.
• Communicate complex data concepts clearly and appropriately for different audiences, supporting informed decision‑making.

Data‑Led Discovery & Requirements

• Lead structured discovery to understand business goals, investment decision‑making needs, and associated data requirements.
• Apply appropriate elicitation techniques (e.g. interviews, workshops, process analysis) to capture and validate requirements.
• Produce clear, usable artefacts to support strategy and solution design (e.g. business processes, data flows, user stories, acceptance criteria).

Problem Solving, Feasibility & Solution Shaping

• Work effectively with ambiguity and ill‑defined problems, helping to define the problem space before considering solutions.
• Explore and assess options, considering business value, data readiness, technical feasibility, and delivery constraints.
• Collaborate with stakeholders to shape pragmatic solutions that balance strategic ambition with practical delivery.

Agile & Incremental Delivery

• Support Agile and iterative delivery approaches within data‑focused initiatives.
• Structure work into meaningful increments aligned to business value.
• Work with delivery teams to refine backlogs and support successful execution through to implementation and testing.

Domain Knowledge & Business Context (Investment)

• Apply strong investment domain knowledge to quickly understand context, ask insightful questions, and ensure data initiatives align to investment processes and outcomes.
• Use domain understanding to support prioritisation, trade‑off discussions, and value definition.

This is 12 month Fixed Term Contract role.

Qualifications

What you’ll bring

• Proven experience as a Business Analyst within financial services, asset management, or a related investment‑focused environment.
• Strong experience working on data, analytics, or data platform initiatives, with the ability to engage credibly with technical specialists.
• Demonstrated ability to lead discovery, influence stakeholders, and shape solutions in complex environments.
• Experience working with Agile or iterative delivery approaches.
• Solid understanding of investment concepts, processes, and decision‑making.
• A flexible, pragmatic approach, able to adapt methods and outputs to suit the context.

Nice to Have

• Experience with cloud‑based data platforms or analytics tooling (e.g. Azure, Power BI).
• Prior exposure to data governance, data quality, or information management initiatives.

What we offer

Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to10% from the company.

We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle‑to‑work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you.

Equal Opportunity Employer

We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email [e-mail]