Senior Business Analyst

This position functions as an integral member of the Business Solutions Group and is responsible for analyzing, recommending, and implementing efficient business solutions to meet the changing demands of our asset management businesses.
This role will manage activities around requirements gathering, analysis and documentation, as well as, the facilitation of business acceptance of new product, technology or process improvement releases.
The responsibilities of the individual in this position include:
• Work as part of project teams implementing business solutions across Go-To-Market, Investment Process, and Supporting Services
• Create comprehensive business requirements packages used in the development of new processes or technology solutions
• Work closely with the internal client teams to ensure understanding and proper implementation of requirements
• Liaise with GT&O and third-party technical service providers to communicate requirements
• Manage small projects and/or sub-teams of a project. Estimate, plan, manage and execute projects or parts of projects
• Create test cases, conduct acceptance testing and verify production completeness
• Assist with new business process implementation necessary to support new product or technology deliverables
• Properly document and transition support of new business technology processes to IT
• Perform continual process improvement assessments to ensure business processes are not becoming inefficient or increased risk
• Work with internal groups and external vendors to establish services and verify their correct operation
• Provide subject matter expertise and support
The successful candidate will have extensive demonstrable skills and experiences including the following :
• Bachelor's degree in Finance, Computer Science, or related field
• 5+ years Business Analyst experience
• 3+ years Project management or team leadership experience
• Strong experience in consulting, finance, technology, or related field
• Strong experience in eliciting, documenting and communicating product/solution requirements, and liaising between business and implementation teams
• Strong experience in working with business applications to improve business outcomes
• Strong ability to multi-task and exceptional organizational abilities
• High attention to detail and accuracy
• Experience with using SQL Server and Excel to query and analyze data
• Ability to manage priorities and re-negotiate if necessary.
• Strong interpersonal skills and the ability to work effectively with associates on potentially tough issues, and the ability to provide guidance and assistance in effecting solutions
• Excellent Communication Skills
• Self-starter, ability to take initiative and function within role with little to no guidance


Preferred qualifications:
• Business Analyst Certification
• 3-5 years of experience in the investment management industry or data provision to the investment community
• Experience with performance measurement and portfolio analysis concepts
• Experience with client reporting and client relationship management platforms
• Experience with using SQL Server, MS Access and MS Excel to query and analyze data
• Strong knowledge of technical system requirements and operational processes and procedures in an asset management organization
• Knowledge of the regulatory environment of financial services firms


Client is a global financial services firm that serves institutional investors, financial advisors and individuals working with their advisors in more than 40 countries. Our core capabilities extending across capital market insights, manager research, asset allocation, portfolio implementation and factor exposures. With four decades of experience researching and selecting investment managers, meeting annually with more than 2,200 managers around the world.


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