Junior Business Analyst - Fintech - SDLC
Junior Business Analyst wanted as our company is growing and we have the opportunity to support new careers in our exciting innovative industry.
Calling highly motivated, bright candidates who are looking for a career at an exciting award winning FinTech firm!
Company: Wealth Dynamix
Role: Junior Business Analyst
Location: London / Hybrid
Would you like to join one of the fastest growing FinTech firms in Europe? We are looking for an analytical self starter with a desire to build a career in technology, understanding how its challenging the world as we know it.
Who are we?
● Wealth Dynamix helps to relieve the burden client management issues for wealth management and private banking firms with innovative technology.
● We provide Relationship Managers with a multi-award winning digital Client Lifecycle Management (CLM) platform, offering 360-degree access to their client.
● We are a global leader in end-to-end CLM, Wealth Dynamix has offices and clients in three continents with headquarters in the UK.
What you will do?
● The Junior BA at Wealth Dynamix plays a key role in supporting the consulting and delivery teams to ensure the successful gathering, documentation, and management of business requirements for client projects.
● Positioned between the graduate role and the Functional Consultant position, this role focuses on developing expertise in both business analysis and project delivery within a dynamic, fast-paced environment.
● The Junior Functional Consultant is involved in all stages of project delivery, from gathering client requirements to supporting go-live, while gaining in depth knowledge of the WDX1 platform and Microsoft Dynamics products.
Main Responsibilities:
Business Requirements & Analysis:
● Work alongside the consulting team to gather, document, and manage business requirements from clients.
● Attend and actively contribute to client meetings, acting as a representative of Wealth Dynamix.
● Translate business needs into user stories and acceptance criteria for development teams.
● Product Knowledge Development:
● Build an expert understanding of WDX1 and Microsoft Dynamics products to ensure effective project delivery.
● Use this knowledge to support existing clients by providing advice and product insights.
● Project Delivery & Testing:
● Assist in the management of the Product Backlog for client projects, ensuring it aligns with client requirements.
● Collaborate with developers to ensure software is delivered according to client needs.
● Support the execution and management of test phases, ensuring software meets quality standards.
Client Engagement & Support:
● Contribute to client-facing activities, such as sprint playbacks, UAT sessions, and go-live support.
● Support project go-live activities, ensuring smooth transitions for clients.
Cross-Team Collaboration:
● Work closely with the delivery and development teams to ensure adherence to core product development processes.
Why should you apply?
● This is a fantastic opportunity to work in a growing FinTech environment with excellent career progression available.
● With a global client base the role offers an opportunity to experience a wide variety of digital transformation projects – each with their own unique requirements and opportunities.
●We take career progression seriously, with investment into existing employee learning and development.
● You will develop a variety of competencies in this role, which allows a functional consultant to play to their strengths and tailor their development based on career aspirations (some FCs are a lot more involved in dev/config whilst others have more client facing or management responsibilities)
Who is best suited to this role?
● Excellent verbal and written communication skills with the ability to present information clearly and concisely.
● Strong analytical skills, with the ability to assess complex requirements and translate them into actionable solutions.
● Ability to build and maintain relationships with both clients and internal stakeholders.
● Understanding of Agile/SCRUM methodology and how it applies to software delivery projects.
● Strong desire to gain experience in business analysis, planning, and project management.
● Willingness to develop an understanding of the Wealth Management industry
We believe we offer career defining opportunities and are on a journey that will build awesome memories in a diverse and inclusive culture. If you are looking for more than just a job, get in touch.
Top Skills
What We Do
We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard and manage the broadest range of clients. We do this via a holistic digital-first platform designed to help wealth management firms grow AuM, streamline operational processes, remain compliant and deliver innovative service.
We create modular CLM solutions capable of much more than just client relationship management. Our solutions can be configured to connect clients across the entire lifecycle from the very first touchpoint, through onboarding and account opening to management and the ongoing transfer of wealth to the next generation.
We work with existing technology architectures – or develop new ones – to support the broadest range of firms, from 10-person boutique investment managers and multi-family offices to global wealth managers and private banks. Our industry experts’ partner with your staff – from technology to the front office, from compliance to operations – to ensure the right fit for your business.
Established in 2012, we are now part of Indosuez Wealth Management within the Crédit Agricole Group, providing us with scale and stability. We operate globally from our UK Headquarters, with offices in France, Switzerland, Singapore and Lithuania.
