Automation Business Analyst - Asset Management - Pharos Resource Partners Ltd - #2193648

Automation Business Analyst, Sales & Distribution (Power Automate)

Location: London (Hybrid)

Type: Permanent

The Company

A leading global asset manager with over £100bn in assets under management is looking for an Automation Business Analyst to join its London office. This is a high impact role helping the Sales and Client Distribution function work more efficiently through automation.

The Role

You will work closely with sales, client service and distribution teams to understand how they work, find manual and repetitive processes, and deliver automated solutions. You will own the whole journey, from analysing requirements through to building, testing and rolling out solutions, with Power Automate as the main tool.

Key Responsibilities

1. Work with Sales and Distribution stakeholders to map current processes and identify automation opportunities
2. Gather, document and prioritise business requirements
3. Design, build and maintain automated workflows, mainly in Power Automate
4. Work with Technology, Data and Operations teams to integrate solutions with CRM and other business systems
5. Test solutions, support user adoption and provide training
6. Measure the benefits delivered and keep improving existing processes
7. Make sure solutions meet governance, control and data security standards

Skills and Experience

1. Strong experience as a Business Analyst, Technical BA or Automation Analyst
2. Hands on experience with Power Automate (or similar automation tools such as UiPath, Blue Prism or Python)
3. Good knowledge of the Microsoft 365 / Power Platform ecosystem
4. Experience working with front office or client facing teams, ideally in asset management or financial services
5. Strong process mapping and requirements gathering skills
6. Able to communicate clearly with both business and technical stakeholders

Desirable

1. Knowledge of sales and distribution processes in asset management (client onboarding, reporting, RFPs, CRM)
2. Experience with CRM platforms such as Salesforce or Dynamics
3. SQL, Power BI or Power Apps experience

Why Apply?

This is a chance to shape how a major asset manager’s distribution function works, with real visibility to senior stakeholders and the scope to deliver measurable change.

To apply, please submit your CV