Job description

Pay Range: $60-65/hr 4 days onsite in Boston, MA An experienced leader to join our Operations Excellence group, responsible for managing the client onboarding lifecycle and account setup automation to deliver value to the business and our clients. The ideal candidate brings experience in Financial or Asset Services and Capital Markets products and will partner closely with Market Operations, Technology, Business Risk Management, front office Product and Trading. Reporting to the NA Product Manager, this role requires strong initiative, sound judgment, and the ability to manage competing priorities in a fast‐paced environment. Success will be driven by effective collaboration, strong organizational skills, and a professional, team‐oriented approach. Why this role is important to us The Markets Operations Excellence team is seeking a Business Analyst with strong process re‐engineering, and business analysis expertise to support and evolve client onboarding and account setup services. This role is responsible for delivering solutions aligned with Markets onboarding strategy and data integration requirements across downstream consumers. The onboarding lifecycle spans new account and portfolio onboarding, portfolio lifecycle events, and static data maintenance. The position plays a key role in driving middle‐ and back‐office innovations that streamline end‐to‐end integration, servicing, and interoperability for Markets clients. The successful candidate will deliver scalable, pragmatic solutions that strengthen operational resilience and execution. This role offers the opportunity to make a meaningful impact within a dynamic capital markets environment from day one. What you will be responsible for As Markets Operations Business Analyst you will be responsible for • Own assigned initiatives, managing scope, timelines, dependencies, risks, and issues through delivery • Partner with Risk to proactively manage processing risk and embed appropriate controls • Collaborate with Technology, Client Success, Operations, and Risk teams to ensure aligned and effective product delivery • Define business problems and design solutions through detailed process mapping and analysis using tools such as DrawIO • Assess end‐to‐end processes to reduce manual touchpoints, eliminate bottlenecks, and strengthen controls • Elicit, analyze, and document business requirements, ensuring alignment with stakeholder needs • Define, measure, and track benchmarking, KPIs and KRIs across key milestones • Manage project plans and milestone delivery to ensure deadlines are clearly defined and met • Coordinate activities across multiple initiatives and stakeholder groups • Identify, escalate, and resolve risks and issues, driving timely decision‐making and progress to resolution • Act as a liaison across workstreams to drive alignment on plans, status, and risk reporting • Own and prioritize the Jira backlog, incorporating client and stakeholder feedback • Ensure test plans are comprehensive and clearly documented • Oversee User Acceptance Testing (UAT) to confirm solutions meet business requirements and support successful releases and manage BUAT completion • Support strategic initiatives, including market research, technology enhancements, and ad hoc requests • Influence outcomes and lead through collaboration without direct management authority • Apply strong reference data product knowledge across portfolio, entity, and static data domains using workflow‐driven, event‐based processes • Leverage general understanding of front‐to‐back investment management and investment services across asset classes • Communicate program and project status to senior management and stakeholders on a regular and ad hoc basis What we value These skills will help you succeed in this role • Strong written and verbal communication and collaboration skills • An inquisitive, proactive mindset with a focus on addressing risk before issues arise • Ability to work independently with a positive attitude while navigating ambiguity and organizational change • A structured, disciplined approach to organizing information and driving action • Demonstrated ability to learn quickly in complex environments, with a commitment to continuous development • Comfort working across in‐office and virtual settings with globally distributed teams • Proven ability to manage multiple time‐sensitive priorities without compromising quality Education & Preferred Qualifications • 8+ years of experience in Financial or Asset Services as a business analyst, delivering high‐impact, cross‐functional initiatives across global teams and business units • Bachelor’s degree in Finance, Technology, or an equivalent field • Strong understanding of risk management, controls, and controls design frameworks • Solid knowledge of the institutional marketplace, asset classes, and investment product offerings • Professional certifications such as CSPO, PSPO, PMP, PRINCE2, Agile/Scrum, Six Sigma, Lean, or Change Management are a plus

Requirements

Must-haves

4 days onsite in Boston, MA
Why this role is important to us
What you will be responsible for
As Markets Operations Business Analyst you will be responsible for
Own assigned initiatives, managing scope, timelines, dependencies, risks, and issues through delivery
Partner with Risk to proactively manage processing risk and embed appropriate controls
Collaborate with Technology, Client Success, Operations, and Risk teams to ensure aligned and effective product delivery
Define business problems and design solutions through detailed process mapping and analysis using tools such as DrawIO
Assess end‐to‐end processes to reduce manual touchpoints, eliminate bottlenecks, and strengthen controls
Elicit, analyze, and document business requirements, ensuring alignment with stakeholder needs
Define, measure, and track benchmarking, KPIs and KRIs across key milestones
Manage project plans and milestone delivery to ensure deadlines are clearly defined and met
Coordinate activities across multiple initiatives and stakeholder groups
Identify, escalate, and resolve risks and issues, driving timely decision‐making and progress to resolution
Act as a liaison across workstreams to drive alignment on plans, status, and risk reporting
Own and prioritize the Jira backlog, incorporating client and stakeholder feedback
Ensure test plans are comprehensive and clearly documented
Oversee User Acceptance Testing (UAT) to confirm solutions meet business requirements and support successful releases and manage BUAT completion
Support strategic initiatives, including market research, technology enhancements, and ad hoc requests
Influence outcomes and lead through collaboration without direct management authority
Apply strong reference data product knowledge across portfolio, entity, and static data domains using workflow‐driven, event‐based processes
Leverage general understanding of front‐to‐back investment management and investment services across asset classes

Nice-to-haves

Education & Preferred Qualifications
Professional certifications such as CSPO, PSPO, PMP, PRINCE2, Agile/Scrum, Six Sigma, Lean, or Change Management are a plus

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

jiraagilescrum

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Effort: medium