Unit: Investment Management
Location: London
A permanent Business Analyst role within the Change Management team of the Investment Management division. Advent knowledge an advantage as well as experience within wealth management or a family office.
Apply Now

Business Analyst - Advent

Stonehage Fleming is one of the world’s leading independently owned family offices and the largest in Europe, Middle East and Africa (EMEA)* as measured by its breadth of services, geographic reach and by assets under management, advice and administration.*Source: Campden FB, April 2018

Stonehage Fleming provides a range of services from long-term strategic planning and investments to day-to-day advice and administration to over 250 families of substantial wealth. The Group employs over 500 people in 11 offices across 8 geographies.


Following a substantial programme of investment in core technology solutions, Stonehage Fleming is seeking a project manager / business analyst familiar with Advent systems. The role holder will be responsible for supporting the implementation of Advent systems into a number of international locations and business lines. In addition, they will be involved in regulatory reporting, primarily concerning MiFID II requirements. They will be proficient in analysis, system functionality and business understanding for a highly regarded Investment Management and Family Office international organisation.


The role reports to the Head of Change Management and is based in the London Office. They will be working closely with key specialists to support or lead the implementation of multiple projects.


Strong investment management, family office and wealth planning understanding in project management and business analysis

Strong awareness of SS&C Advent products, particularly Advent APX, MOXY and Genesis·

Translating the business requirements into required deliverables and demonstrating strong understanding of the investment & wealth management environment

Participating and leading working group meetings with senior stakeholders to support project delivery

Production of regular status updates for the Programme Steering Committee as well as communication with key stakeholders

Production of MiFID II regulatory reporting e.g. Costs & Charges

Some travel may be required, but not essential


Familiarity with SS&C Advent APX, MOXY and/or Genesis

Excellent written and verbal communication skills

Demonstrable awareness of project implementations around Portfolio Management Systems and Trade Order Management Systems

Experience in a financial services environment, ideally Investment Management, Family Office or Wealth Planning


Relationship management with business-friendly communication skills

Good planning, organisational and structured delivery skills

Strong analytic skills and ability to work with complex data


Ability to understand and listen to the needs of the front office, translate those needs to simple solutions and to communicate these simple solutions and achieve adoption

A self-starter with an ability to excel under pressure and meet tight deadlines

Confident and assured with a desire to drive change

Seeks opportunities for work flow improvement and to think outside of the box

Strong attention to detail, team player that seeks to resolve problems in a timely manner

Should you be interested in applying for the role please send your CV to