Titan Wealth
Asset Management
TechnicalBusinessAnalystAssetManagement
“Technical Business Analyst - Asset Management at Titan Wealth. Skills: Technical Business Analysis, Asset Management, Requirements Elicitation and Analysis, Process Analysis and Improvement, Agile Delivery, Stakeholder Engagement. 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, op”
Industry & Context.
analytical and problem‑solving skills with comfort working in complex data environments; identify inefficiencies, risk, and opportunities for automation
What They're Looking For.
Must Have
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, understanding of asset management concepts including portfolios, instruments, valuations, performance, and investment operations, Experience working with portfolio management systems, OMSS, 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, Advanced ability to produce clear requirements, data‑focused documentation, and process models, 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)
Nice to Have
BCS, IIBA (CBAP), or equivalent BA certification is a plus, SQL and basic code comprehension are a plus
What You'll Do.
and validation of business and technical requirements across asset management processes including portfolio management
Facilitate workshops and interviews with investment managers
and compliance stakeholders
Produce high‑quality artefacts including process maps
and functional specifications
Define and validate acceptance criteria in collaboration with Product Owners
Document and assess system and data integration requirements across portfolio management systems
order management systems (OMS)
and reporting platforms
Analyse end‑to‑end front‑to‑back asset management workflows to identify inefficiencies
and opportunities for automation
Map as‑is and to‑be processes
ensuring alignment with regulatory
and investment governance requirements
Identify opportunities to embed AI and advanced analytics into investment and operational workflows and translate these into structured requirements
Work closely with Product Owners to shape and prioritise backlogs aligned to asset management roadmaps
Participate actively in sprint ceremonies
Support engineering teams throughout delivery by clarifying requirements
and non‑functional needs
Build trusted relationships with senior stakeholders across Investments
Communicate complex technical
and process changes clearly to both technical and non‑technical audiences
Support governance and steer‑co processes by providing clear documentation
and impact assessments
Champion best practice in business analysis
and asset management technology
Actively leverage AI‑enabled tools for requirements synthesis
Contribute to the development of BA standards
and capability maturity across the function
How You'll Work.
Team & Collaboration
working within agile, cross‑functional delivery teams; Collaborate with Product Owners, developers, and QA teams; Work closely with Product Owners to shape and prioritise backlogs; Participate actively in sprint ceremonies, refinements, planning sessions, reviews, and retrospectives; Support engineering teams throughout delivery; Build trusted relationships with senior stakeholders; teamwork amongst ourselves and with partners
Communication Scope
Communicate complex technical, data, and process changes clearly to both technical and non‑technical audiences
Process & Methodology
Agile Delivery Support, shape and prioritise backlogs, sprint ceremonies, refinements, planning sessions, reviews, and retrospectives
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