Principal Business Analyst - Salesforce

Who we’re looking for

We are seeking an experienced Business Analyst with a proven track record of driving successful technology design and delivery. The ideal candidate should have high standards, an eye for detail, a continuous improvement mindset, and a strong analytical toolkit. A deep understanding of the financial services industry is essential. The candidate should be able to influence senior stakeholders, deliver business value, and demonstrate a passion for innovation. They should be comfortable working in a pre-programme mobilisation environment as well as supporting analysis on in flight delivery programmes through to production 

About Schroders

Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.

Technology at Schroders

There's a huge amount of change happening at Schroders. Technology is shaping our business more and more, creating numerous opportunities. As a significant financial player, we can put substantial backing behind good ideas. While we have enormous responsibilities to our clients and shareholders, our tech teams are friendlier and more informal than you might expect.

The base

We moved into our new HQ in the City of London in 2018. We’re close to our clients, in the heart of the UK’s financial centre, and we have everything we need to work flexibly.

The team

The Asset Management Platforms department at Schroders is a global technology change delivery function that oversees and executes all technology delivery within the organization. The Client Engagement team sits within Client Technology and is responsible all platforms associated with the provision of client relationship management with a strong emphasis on Salesforce. The core team is responsible for understanding business needs, solving complex problems, mobilizing and delivering large change programs, and maintaining the integrity of the Salesforce platform and associated capabilities. 

What you’ll do

Partner with the Product Lead and senior business stakeholders across Client Engagement, collaborating with multiple domains spanning both our Public and Private businesses.

Lead analysis across complex change and early-stage (pre-project) initiatives—translating ambiguous problems into clear, actionable outcomes.

Shape and validate end-to-end business requirements, ensuring they are understood, prioritised, and delivered through to successful adoption and measurable value.

Drive proof-of-value and proof-of-concept work to rapidly test ideas, de-risk delivery, and build compelling cases for investment.

Support data integration initiatives, helping connect Salesforce with upstream and downstream platforms to enable joined-up client journeys and high-quality insight.

Harness emerging AI capabilities to enhance productivity, decision-making, and client engagement—identifying practical use cases and guiding them from concept to implementation.

The knowledge, experience and qualifications you need

Extensive experience in technology change delivery within a large global finance services organisation.

Exceptional stakeholder management and communication skills, with the ability to influence at all levels.

Strong analytical skills such as business process modelling, requirements gathering, technical diagramming, and workshop facilitation.

A background in Salesforce with Salesforce Certified Platform Administrator certification as a minimum

Other associated certifications such as Certified Business Analyst, Certified Sales Cloud Consultant as optional

Ability to take a holistic view to determine the target state proposal. The outcome will often include changes to the Business Operating Model and Data architecture alongside the Technology Platform.

Proficient in using technical diagramming and white boarding tools.

Good eye for detail, hands on experience of producing technical specifications and gap analysis outputs Strong written and verbal presentation skills.

Broad experience of business analysis across a number of different capabilities, system and teams; number of different (positive) experiences is valued higher than length of experience.

Strong knowledge and experience of end to end SDLC process (Agile, Waterfall, hybrid etc).

Experience of working with global colleagues and stakeholders and sensitivity to cultural differences, times zones etc.

What you’ll be like

The ideal candidate for the Principal Business Analyst role will be a dynamic and collaborative leader, able to influence and foster a business value outcomes-driven mindset. They will be comfortable leading complex analysis, using their initiative to break down challenges and self-organize. Comfortable engaging with senior stakeholders, this individual will demonstrate strong interpersonal skills and the ability to build rapport, facilitating constructive discussions around technology initiatives. Their innovative approach will drive the exploration of cutting-edge solutions and methodologies, ultimately enhancing project outcomes.

We recognise potential, whoever you are

Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.