We are hiring a Business Analyst to join our Investment Operations team. This is a newly created role focused on improving how the function operates across business management, data and technology.
Reporting to the Head of Implementation, you will operate as an individual contributor, partnering closely with Data and Technology teams to improve processes, reporting and systems. The focus is on operational effectiveness, strengthening controls, and enabling better decision making through clear data and structure.
This role suits someone from a financial services or wealth management background who understands investment operations and wants to drive improvement at scale rather than manage people.
Business management and operational oversight
- Run the Investment Operations business cadence, including priorities, actions, reporting and delivery tracking
- Own weekly and monthly MI packs covering volumes, capacity, service levels, incidents and change delivery
- Maintain procedures, controls documentation and audit evidence
- Own day-to-day oversight of third-party data vendors
- Coordinate governance forums, issue tracking and stakeholder updates
- Support business continuity planning and operational risk management
Data and analytics enablement
- Partner with Data teams to define requirements and improve data quality
- Improve how data is captured, structured and used across the function
- Support delivery and adoption of dashboards and reporting (e.g. Power BI)
- Maintain data governance standards aligned to regulatory expectations
Technology optimisation and change delivery
- Identify inefficiencies across systems and workflows and drive improvements
- Translate operational issues into clear requirements for Technology teams
- Support system changes, including testing and implementation
- Act as a key user for Investment Operations systems, improving adoption and outcomes
Investment operations support
- Improve operational processes, workflows and exception handling
- Strengthen controls and reduce operational risk
- Support onboarding of new initiatives and change readiness
- Act as the link between day-to-day operations and strategic change
Stakeholder management
- Work across Investment Operations, Data and Technology teams
- Provide clear updates to senior stakeholders
- Build strong working relationships across Operations, Risk and the wider business
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Experience in business management, operations or change within financial services
- Exposure to investment, platform or wealth operations
- Experience working with data, MI reporting and operational metrics
- Track record of improving processes and supporting system or workflow change
- Strong planning and organisational skills
- Ability to simplify complex operational and data issues
- High attention to detail within controlled environments
- Confident stakeholder management and communication
- Analytical mindset with a focus on outcomes
Desirable
- Experience with reporting tools such as Power BI
- Understanding of data quality and governance principles
- Experience supporting system change, testing or workflow optimisation
You'll be based at the Benchmark Head Office, within our Broadlands Business Campus near Horsham in West Sussex but will need to be present across our other offices, including the main Schroders headquarters in London. It has high standards and international reputation, without being in the city: a big, countryside campus means life will feel a little different.
We support our offices by using cutting edge software and hardware and our spacious campus facilities mean there's a great working environment for the team. With an on-site restaurant, coffee shop and gym, our campus has much to offer. And commuters can relax on our dedicated regular shuttle bus to and from Horsham’s main line train station.
Benchmark is one of the UK’s leading financial planning businesses, aiming to help our clients realise aspirations and achieve peace of mind. We do this through our unique business model which provides support to over 1000 financial planners across our employed, self-employed and independent models. Our solutions are award-winning, enabled by proprietary technology covering regulatory, platform and investment services, all of which are designed to support advisers at every stage of their journey – from starting their career, improving how they run productively and effectively, to accelerating growth and ultimately thinking about succession planning.
We are growing rapidly, with more than 50 acquisitions in recent years and have multiple offices across the UK.
Delivering good client outcomes is at the heart of everything we do. Our duty of care, including support for vulnerable customers, is embedded into our culture and decision‑making.
As part of the Schroders Group, the UK’s largest listed asset manager with over £750bn of assets, Benchmark benefits from a focussed business model with clear accountability with the scale of a global services organisation.
We're looking for the best, whoever they are
We know that diverse perspectives and an inclusive culture where all can succeed lead to better decisions and stronger outcomes for the company its clients and its employees. That’s why inclusion and diversity are strategic priorities for us. We’re proud to be an equal opportunities employer. You’re welcome at Benchmark regardless of your age, disability, gender identity or expression, religious beliefs, sexual orientation, or socio-economic background. We’re building a workplace where everyone feels respected, valued, and empowered to thrive.
