Business Analyst (Private Markets)

Sonata One is a rapidly scaling, regulated fund services and technology (fintech) business. We're The Private Funds Clearinghouse, connecting more than 53,000 investors with 6,500 funds and 180 fund managers around the globe. Our vision is to change the paradigm of private markets investing through harmonising the end-to-end investment process within one platform. Investors benefit from a seamless, one & done experience across the fund lifecycle (from fund selection and subscription through to settlement and reporting) underpinned by a globally compliant KYC passport and 24/5 support. Fund managers can raise capital faster at a lower cost from a wider pool of pre-approved investors. Founded in 2015, Sonata One has a presence in eight locations worldwide including the US, UK and Luxembourg, Guernsey, South Africa and Mauritius.

We operate as #OneGlobalThread in line with our values: We challenge the norm, we change the way we think and work, by connecting systems and people, while committing to our vision and each other. We are now looking to recruit a Business Analyst to join our global team.

Position Overview:

We are hiring a Business Analyst to play a key role in the implementation and ongoing management of Sonata One's solutions for our clients.

This is an internally focused role within our Implementation team, responsible for how Sonata One itself operates. The BA is responsible for design, documentation and improving our internal processes, so that every service line runs in a consistent, controlled and scalable way. This includes working alongside our learning and development team ensuring our people are trained to deliver those processes well.

This is a varied role sitting at the intersection of implementation, operations, CRM and technology. You will work directly with our internal stakeholders, namely the technology and operations function to understand their requirements, processes and objectives, translating these into clear business requirements and actionable plans.

This is a critical role to the scaling and success of Sonata One. We are transforming into a larger business which requires structure at all levels. You will be a trusted internal advisor, helping senior members of the team understand how Sonata One works, identifying and opportunities to improve processes and ensuring that implementations are delivered effectively.

The role will suit someone who is structured, logical, enjoys working with people, asking questions, understanding how businesses operate and turning complex requirements into clear, structured solutions.

Responsibilities

Process Mapping

Map current-state processes across service lines: Subscription, KYC/AML, Tax, Transfer Agency and investor portal

Understand and identify the gaps that exist in our existing processes, specifically between teams and the interplay between functions

Design target state processes that are standardised, efficient and scalable. We operate as one global team and do not necessarily need different procedures for different jurisdictions

Revamp and maintain our central process library: process maps, standard operating procedures, guides, and policies, including any newly developed documentation.

Working with the implementation manager to define an effective client lifecycle. Map workflow from business development to Implementation and ongoing BAU

Build strong relationships with client stakeholders and act as a key point of contact throughout implementation projects

Gather, document and analyse business and functional requirements

Translate internal requirements into clear actions, processes and deliverables for internal teams, specifically technology and operation

Identify dependencies, risks, issues and potential blockers and work collaboratively to resolve them

Gap analysis and continuous improvement

Find gaps, bottlenecks, manual workarounds and control weaknesses in how we operate today.

Prioritise improvements by impact, risk and effort, and build the business case where investment is needed.

Track improvement initiatives through to delivery and measure the benefits.

Turn feedback from client implementations, passed on by the external BA, into internal fixes.

Internal training and enablement

Work with the learning and development lead to design and deliver training for Sonata One staff on processes, systems and controls.

Build onboarding pathways for new joiners in each team

Check understanding and adherence through refreshers and spot checks, in partnership with team leads

Technology and data

Work with the externally facing BA to define requirements for system enhancements, and automation

Work with technology and product teams on testing and roll-out of internal changes

Support management information (MI) and KPI reporting on process performance.

Business Analysis

Facilitate workshops, meetings and discovery sessions with internal stakeholders

Work with the CTO, Head of Product, Director Of Operations and MD of Growth to establish business priorities for any system changes required to deliver

Map and document current-state and future-state processes

Translate business requirements into clear and actionable documentation

Ensure requirements are understood consistently across clients, Implementation, Operations, CRM and Technology

Experience Required:

Experience working as a Business Analyst in an operational, process improvement or business transformation environment

Proven experience mapping, redesigning and documenting internal processes, ideally across multiple teams or service lines

Strong understanding of change delivery and the ability to manage multiple improvement initiatives and priorities at once

Experience working with internal stakeholders, including operations, compliance and technology teams

Ability to understand complex operational processes and turn them into clear process maps, and training materials

Comfortable working with team leads and senior stakeholders, and bringing people along through process change

Ability to balance the needs of individual teams with consistency, control and scalability across the wider business

Strong understanding of:

Business analysis methodologies and techniques, including translating complex requirements into practical steps

Client implementation and onboarding

Process mapping and process improvement

Stakeholder management and client communication

Technology-enabled business processes

Financial services or fintech environments

Experience within fintech or financial services is important for this position, particularly where candidates have worked with regulated environments, complex client onboarding or technology-enabled financial processes. Experience within private markets, fund administration, investor onboarding or adjacent financial services environments would be advantageous.

Personal Attributes

Highly client-focused, with a genuine desire to understand and solve client problems

Naturally curious and comfortable asking questions to get to the root of an issue

Strong communicator who can build relationships with both clients and internal stakeholders

Highly organised with strong attention to detail

Comfortable managing multiple projects, priorities and stakeholders simultaneously

Commercially aware and able to understand the wider impact of decisions

Confident challenging existing processes and suggesting better ways of working

Proactive, solutions-focused and comfortable working in an environment where things are continually evolving

Collaborative and willing to work across functions to get things done

Hungry to learn, develop and make an impact within a growing business

Qualifications:

Bachelor's degree in Business, Finance, Economics, Technology or a related field preferred but not essential with relevant experience

Business Analysis, Project Management or rel