Finance Business Analyst - Investment Management/Financial Systems Transformation
Location: London - Predominantly On-site
Start: ASAP/November 2026
Contract: Until May 2027 (likely extension)
We are looking for an experienced Finance Business Analyst with ideally an investment banking background to support a major financial data transformation programme within a leading global investment management organisation.
This will be Inside IR35, Hybrid London, and paying circa £450-525 per day.
The project involves planning and supporting business testing/UAT of financial data outputs from the new Snowflake-based solution, including test cases, execution, evidence capture, defect tracking and retesting.
Key Skills & Experience
- Finance/Accounting: Strong understanding of P&L, balance sheets, trial balances and NAV-related financial reporting.
- Advanced Excel: Experience analysing complex financial models, formulas and data dependencies.
- Financial Reconciliation: Hands-on experience validating financial data, investigating discrepancies and resolving variances.
- In-scope Excel models are successfully mapped to and able to consume the new data outputs without reliance on current Lucanet-dependent inputs.
- UAT Testing: Proven experience creating test cases, executing UAT, managing defects and coordinating retesting.
- Business Analysis: Experience documenting data requirements, mapping financial data and supporting systems transformation projects.
- Stakeholder Management: Ability to work closely with Finance, Fund Accounting and Technology teams.
- Industry Experience: Background in investment management, asset management, real estate investment or fund accounting is highly desirable.
Nice to Have
- Snowflake or similar cloud data platform exposure.
- Lucanet or other financial reporting/consolidation systems.
- Previous financial systems migration experience.
Role Focus
This is a finance-focused Business Analyst role rather than a technical development position.
Strong financial reporting, Excel, reconciliation and UAT experience are the priorities.