Lead Business Analyst

Lead Business Analyst

This role sits within Calastone, an SS&C company, and is the largest global funds network connecting the world's leading financial organizations. Our mission is to help the funds industry transform by creating innovative new ways to automate and digitalize the global investment funds marketplace, reducing frictional costs and lowering operational risk to the benefit of all. Through this, we generate the opportunity for the industry to deliver greater value back to the end investor.

Location(s): Denver, CO / Kansas City, MO / New York (Hybrid)

How You Will Make an Impact

• Act as a trusted, client-facing Business Analyst partnering closely with Product Managers and delivery teams to deliver high-quality solutions for a Money Market portal.
• Take ownership of end-to-end delivery for assigned initiatives, ensuring alignment with agreed project and product development processes.
• Engage directly with clients and internal stakeholders to understand business needs, workflows, and requirements, translating these into clear, value-driven outputs.
• Lead and facilitate requirements discovery sessions and workshops, critically assessing information and constructively challenging assumptions.
• Collaborate with commercial and delivery teams to shape and validate solutions that balance client needs, regulatory obligations, and strategic product objectives.
• Play a lead role in translating requirements into well-defined epics, user stories, and acceptance criteria to support efficient Agile delivery.
• Provide clarity and direction during Agile ceremonies, supporting delivery teams through development, testing, and client validation.
• Demonstrate lateral leadership within cross-functional teams to drive alignment and successful outcomes.
• Act as an escalation point for complex project issues, proactively managing risks and driving resolution across stakeholders.
• Identify, assess, and manage risks and issues across initiatives, ensuring appropriate mitigation and escalation.
• Apply structured problem-solving techniques to resolve complex business and technical challenges impacting multiple stakeholders.
• Contribute to the development of business cases, ensuring accuracy of inputs and alignment with strategic and commercial objectives.
• Apply a commercial mindset to analysis and solution design, identifying opportunities to optimise cost, revenue, and overall business value.
• Support the definition, tracking, and reporting of KPIs and success metrics, providing insights to stakeholders and leadership.
• Where required, act as a proxy Product Owner, supporting backlog prioritisation, refinement, and value-driven delivery.
• Promote high-quality Business Analysis practices within assigned teams, ensuring alignment with established standards and ways of working.
• Support continuous improvement by providing feedback and contributing to enhancements led by the Head of Business Analysis.
• Coach and support other Business Analysts, contributing to the growth and maturity of the Business Analysis capability.

Required Experience

• 5+ years' experience as a Business Analyst in a client-facing, Agile delivery environment within globally distributed teams.
• Experience within Money Markets or closely related financial markets (e.g. liquidity, cash management, institutional).
• Self-starter with the ability to work independently, taking initiative and delivering outcomes with minimal guidance in complex environments.
• Strong understanding of the software development lifecycle in Agile environments.
• Proven ability to elicit, analyse, and document business, functional, and non-functional requirements to a high standard.
• Strong analytical and problem-solving skills, with the ability to challenge constructively and provide informed recommendations.
• Experience working within cross-functional delivery teams with strong collaboration and communication skills.
• Commercial, results-oriented mindset with awareness of cost, revenue, and value optimization
• Ability to operate with a high degree of autonomy, making informed decisions in complex environments.
• Customer- and client-focused mindset with an emphasis on accuracy, transparency, and trust

What Sets You Apart

• Experience working on digital platforms or portals within financial services
• Experience supporting client onboarding, including configuration, data mapping, and integration analysis.
• Familiarity with Agile tooling (e.g. Jira, Confluence) and enterprise platforms (e.g. Salesforce, Enterprise Architect).
• Experience applying Behaviour Driven Development (BDD), including Gherkin syntax.
• Relevant Business Analysis certifications (e.g. CBAP, CCBA) and/or a US securities or investment operations qualification relevant to institutional or Money Market products.

Technical

• Business Process Modelling Notation (BPMN)
• UML
• Data modelling and data flow analysis
• SQL Server or similar databases
• Financial messaging protocols and formats (FIX, ISO 15022, ISO 20022, XML, JSON, CSV)
• Microsoft Office Suite
• Agile development methodologies

Business Knowledge

• Roles and actors involved within funds distribution
• Functions within a fund management company and the broader funds ecosystem
• Processes involved within the lifecycle of a fund
• Types of financial product
• Role of the regulator
• Market practice