Business Analyst – phi.ai & Internal Operations (Hatfield)

Location: Hatfield, United Kingdom

About the Position

We are seeking a Business Analyst for phi.ai & Internal Operations in Hatfield to manage workflows, align stakeholders, and define product requirements.

About Phi Partners

Established more than 20 years ago, Phi Partners is a capital markets consultancy specializing in front office, pricing, and risk. We work with more than 80 investment banks, asset managers, and hedge funds, supporting them whether they choose to buy or build their solutions. Phi is headquartered in London with a global delivery capability and operational hubs across Europe, the Middle East, Asia, and North America.

About the Practice

Phi is investing in the ownership needed to connect senior business stakeholders with engineering – turning operational needs into clear priorities, validated requirements, and scalable internal products that support a growing business. This role sits within Internal Operations / phi.ai Ops.

Responsibilities

• Lead discovery: Run regular discovery with executive leadership, Sales, and operational owners; look beyond the initial request to clarify the decision, problem, or outcome that matters.
• Understand the operating system: Map current and target workflows – including those currently managed in Salesforce – together with systems of record, data definitions, manual handoffs, business rules, controls, and cross-system dependencies.
• Define the product: Turn business needs into clear outcomes, user journeys, requirements, acceptance criteria, and UAT scenarios, including the analysis needed to define approval workflows.
• Prototype to learn: Use AI tools to create rapid interface and workflow prototypes, gather user feedback, and improve the definition before the engineering team commits to a build.
• Own priorities and expectations: Maintain an evidence-led roadmap and backlog, making value, urgency, dependencies, capacity, trade-offs, and the impact on other priorities visible.
• Partner through delivery: Work with the phi.ai Ops Engineering Lead and engineers to resolve business ambiguity, support UAT and adoption, and keep operational ownership explicit.

Initial Objectives

• Establish a stakeholder map and a recurring discovery, playback, and decision cadence.
• Create a priority view of systems, workflows, gaps, dependencies, and process-improvement opportunities.
• Produce validated prototypes and an evidence-led backlog with outcomes, acceptance criteria, and owners visible.

Requirements

• Core Skills:

  • Product ownership, product management, or business analysis experience across internal systems, data-rich products, or operational change.
  • Experience owning requirements and product change in Salesforce or a comparable enterprise CRM environment, including data models, workflows, integrations, reporting dependencies, and UAT.
  • Credibility with senior commercial and operational stakeholders, including the ability to manage changing or conflicting expectations.
  • Very strong analytical skills and the ability to understand a complex workflow quickly.
  • Systems thinking across users, processes, data, controls, dependencies, and downstream impacts.
  • Strong discipline in roadmap management, prioritisation, requirements, acceptance criteria, and UAT.
  • Good UX judgment and a willingness to use AI tools for analysis and rapid prototyping.

• Extra Skills:

  • Salesforce administration or configuration.
  • Reporting/BI.
  • Recruitment or ATS workflows.
  • Pricing or approvals.
  • Professional-services operations.
  • Capital markets.

We Offer

• Competitive salary
• Full-time position
• On-site work location in Hatfield

About the Company

Phi Partners is a capital markets consultancy specializing in front office, pricing, and risk. We have specialist lines of business covering quantitative services, front office and risk technology, enterprise trading solutions, and public cloud. We work with more than 80 investment banks, asset managers, and hedge funds, supporting them whether they choose to buy or build their solutions.

Apply now to join our team and help us turn operational needs into clear priorities, validated requirements, and scalable internal products.