Embark on a transformative journey as an Incremental CRM - Business Analyst 6 at Barclays, where you will help drive CRM enhancements within a fast-paced investment banking environment. In this role, you will analyse business processes, evaluate supporting data structures, and recommend improvements, leveraging your experience across deal lifecycles, products, and origination-to-execution models.
You will use workflow and process modelling techniques with tools like Visio and PowerPoint, alongside advanced Excel skills (including pivots and macros), to analyse data trends and translate detailed requirements into clear, strategic insights and stakeholder presentations.
Strong communication and stakeholder management skills are essential, as you will lead discussions, facilitate requirements workshops, and manage multiple priorities across business and IT teams with confidence.
To be successful as an Incremental CRM - Business Analyst 6, you should have:
- 6+ years’ experience in an investment banking environment, with strong skills in analysing business processes, supporting data structures and recommending improvements; Basic to Intermediate knowledge of the Investment Banking business, products sold, lifecycle of a deals, origination and execution model.
- Familiarity with workflow modeling and process flow modeling techniques using tools such as Visio, Powerpoint; Advanced skills with Microsoft Excel and Microsoft PowerPoint to be able to run pivots and macros to better analyze data trends, turn granular asks into high level themes for stakeholder presentations and high-level vision boards.
- Advanced communication skills, stakeholder management skills, and ability to manage time on multiple priorities effectively; Must be confident in leading discussions and requirements discovery workshops with various stakeholders within the business and It organization and should have strong presentation skills.
Other highly valued skills include:
- Knowledge of SQL skills to support data analysis and mining, trends.
- Familiarity with requirements definition and management lifecycle and being adept with tools such as JIRA to manage requirements backlogs / sprint boards.
- Basic familiarity with requirements prioritization techniques via appropriate tools and models and being able to effectively trace functional requirements to overlying business asks. E.g. MoSCoW, RICE.
You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job-specific technical skills.
This role is based in Glasgow, with a hybrid working model of working a minimum of 2 days per week in the office.
Purpose of the role
To support the organisation, achieve its strategic objectives by the identification of business requirements and solutions that address business problems and opportunities.
Accountabilities
- Identification and analysis of business problems and client requirements that require change within the organisation.
- Development of business requirements that will address business problems and opportunities.
- Collaboration with stakeholders to ensure that proposed solutions meet their needs and expectations.
- Support the creation of business cases that justify investment in proposed solutions.
- Conduct feasibility studies to determine the viability of proposed solutions.
- Support the creation of reports on project progress to ensure proposed solutions are delivered on time and within budget.
- Creation of operational design and process design to ensure that proposed solutions are delivered within the agreed scope.
- Support to change management activities, including development of a traceability matrix to ensure proposed solutions are successfully implemented and embedded in the organisation.
Assistant Vice President Expectations
- To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
- Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
- If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
- OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
- Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
- Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
- Take ownership for managing risk and strengthening controls in relation to the work done.
- Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
- Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
- Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
- Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
- Influence or convince stakeholders to achieve outcomes.
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.
