Business Analyst & Change Specialist – Wealth Regulatory Reporting Operations

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Job Overview

About the Team

The Wealth Regulatory Reporting Operations – Change team sits at the heart of the firm's regulatory compliance agenda, partnering with Markets/FO, operations, technology, legal, and compliance to ensure the business remains ahead of its regulatory obligations. The team operates across multiple asset classes and jurisdictions, managing a portfolio of change initiatives that range from tactical regulatory fixes to strategic operating model transformation. We are a collaborative, intellectually curious group that values precision, accountability, and continuous improvement.

Key Responsibilities

• Lead end-to-end business analysis for regulatory change program across Trade/Transaction & Statistical reporting, translating complex regulatory obligations into clear, actionable business and functional requirements.

• Act as Project Manager and Change Lead for assigned initiatives — owning project plans, RAID logs, governance packs, and milestone tracking from inception through to post-implementation review.

• Coordinate and manage stakeholders across multiple verticals including Markets, Operations, Legal, Compliance, and Technology, ensuring alignment and timely decision-making throughout the change lifecycle.

• Prepare and present structured status updates, governance reports, and program dashboards to senior leadership and executive stakeholders, facilitating informed decision-making.

• Challenge technology partners on solution design, architecture choices, and effort estimates — ensuring proposed solutions are fit-for-purpose, scalable, cost-effective, and aligned with regulatory intent.

• Lead and coordinate UAT and end-to-end testing cycles, including the production and review of test plans, test scripts, defect management, and sign-off documentation.

• Produce high-quality Business Requirements Documents (BRDs), functional specifications, process flows, and data mapping artefacts to support both technology delivery and operational readiness.

• Collaborate with the Process & Controls team to identify control gaps arising from regulatory change, drive remediation activity, and uplift operational procedures and control frameworks.

• Proactively identify and implement opportunities to leverage AI tools and automation to improve efficiency, accuracy, and scalability within the change program.

• Maintain a thorough understanding of the trade lifecycle across equities, fixed income, and derivatives (OTC and exchange-traded) to ensure regulatory solutions are grounded in product and operational reality.

• Support the development and continuous improvement of the team's operating model, governance frameworks, and change methodology.

Required Skills & Experience

• 9+ years of experience in a Business Analysis, Regulatory Change, or Program Management role within financial services.

• Demonstrable, hands-on experience with two or more of the following regulatory frameworks: EMIR, MiFID II/MiFIR, MAS, CFTC.

• Strong product knowledge across equities, fixed income, and derivatives (OTC and exchange-traded), including trade lifecycle and reporting obligations.

• Proven track record of acting as a Project Manager or Change Lead, managing cross-functional stakeholders and delivering regulatory programs on time and within scope.

• Confident communicator with experience presenting to and influencing senior stakeholders, including Managing Directors and C-suite equivalents.

• Ability to critically assess and challenge technology solution designs and delivery estimates, with a working understanding of system architecture and integration concepts.

• Proficiency in SQL for data querying, analysis, and validation in the context of regulatory reporting or trade data.

• Experience leading UAT cycles, including test strategy, script authoring, defect triage, and formal sign-off.

• Practical knowledge of AI tools and prompt engineering, with the ability to apply these to real-world change and analytical tasks.

• Experience working with Process & Controls teams to design, document, and strengthen operational control environments.

• Exceptional written communication skills — able to produce clear, structured BRDs, functional specs, and governance documentation.

Preferred / Nice-to-Have Skills

• Familiarity with data lineage, data governance frameworks, or regulatory data management practices.

• Exposure to AI/ML implementation projects within a financial services or regulatory context.

• Experience with tools such as JIRA, Confluence, Visio, or equivalent for project tracking and documentation.

What We Offer

• A high-visibility role with direct exposure to senior leadership and cross-functional decision-makers across the firm.

• The opportunity to shape and influence the firm's regulatory change agenda at a time of significant industry evolution.

• A collaborative team culture that values intellectual rigour, continuous learning, and professional development.

• Access to cutting-edge AI and technology tooling, with active encouragement to innovate within your remit.

• Structured career development pathways within Regulatory Change, Operations, and broader Financial Services functions.

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Job Family Group:

Operations - Transaction Services

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Job Family:

Securities and Derivatives Processing

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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