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

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

You will be involved throughout the client and new business lifecycle, from initial implementation and onboarding through to ongoing change, optimisation and improvement.

This is not a traditional internal Business Analyst role. You will be a trusted client-facing partner, helping clients and their internal stakeholders understand how Sonata One works, identifying opportunities to improve processes and ensuring that implementations are delivered effectively and with a strong focus on client outcomes.

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

Client Process Support

Work directly with clients throughout the implementation and onboarding process

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

Understand the client's existing processes, systems, workflows and requirements

Gather, document and analyse business and functional requirements

Work with clients to define their desired future-state processes and operating model, in line with the standard Sonata One operating model and procedures

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

Support the planning, coordination and delivery of client implementations

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

Ensure implementation activity remains aligned to agreed scope, timelines and client expectations

Business Analysis

Facilitate workshops, meetings and discovery sessions with clients and 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 for our clients

Ask the right questions to understand how a process works today, why it works that way and what needs to change

Map and document current-state and future-state processes

Identify inefficiencies, gaps, risks and opportunities for improvement

Translate business requirements into clear and actionable documentation

Develop client process flows, requirements documents, user stories and supporting implementation materials where appropriate

Challenge existing processes constructively and identify opportunities to improve the client experience

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

Project Management & Delivery

Support the management of multiple client implementation projects simultaneously

Maintain clear project plans, actions, milestones and dependencies

Coordinate activity across internal teams to ensure implementation deliverables are completed on time

Work closely with stakeholders to manage changes to scope and requirements

Communicate project progress, risks and issues clearly to both clients and internal stakeholders

Client Relationship Management

Work directly with the client relationship manager to develop trusted relationships with client stakeholders at different levels of their organisation

Contribute to the client account review process

Act as a knowledgeable and responsive partner throughout implementation and beyond

Manage expectations effectively and communicate clearly when requirements, timelines or priorities change

Gather client feedback and identify opportunities to improve both the product and client experience

Cross-Functional Collaboration

Work closely with the wider Implementation team to deliver successful client outcomes

Partner with the CRM team, Operations and Technology to translate business requirements into effective solutions

Work with Product and Technology teams to communicate client requirements and identify potential product enhancements

Collaborate with Operations teams to understand operational impacts and ensure solutions are practical and scalable

Identify recurring client requirements and themes that could inform improvements to Sonata One's products, processes and services

Help create greater consistency and best practice across the implementation function

Experience Required:

Experience working as a Business Analyst in a client-facing environment

Proven experience supporting client implementations, onboarding projects or complex change programmes

Strong understanding of project delivery and the ability to manage multiple workstreams and priorities

Experience gathering and documenting business requirements from clients and stakeholders

Ability to understand complex processes and translate them into clear, structured requirements

Comfortable working directly with clients and managing stakeholder expectations

Strong commercial awareness and understanding of how operational decisions affect the client relationship

Ability to balance client requirements with the needs of 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

Project management principles and delivery methodologies

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