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Business Analyst, Back Office Portfolio
Brookaire CompanyBusiness Analyst supporting technology and process for Corporate and Advisory Services at CFA Institute. Focused on improving systems and processes, collaborating across legal, risk, compliance, and product teams.
Posted 7/20/2026full-timeRemote • Florida, North Carolina, Virginia • 🇺🇸 United StatesMid-LevelSenior💰 $85,000 - $105,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in business analysis and process improvement, with a strong focus on supporting system enhancements and regulatory reporting in compliance and risk environments. Proficient in Agile methodologies and tools, ensuring effective collaboration with stakeholders to deliver practical solutions.
Highest-signal resume keywords
Business AnalysisAgile MethodologiesSystem EnhancementsRegulatory ReportingUser Acceptance Testing
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Process AnalysisRequirements ElicitationUser StoriesAcceptance CriteriaProcess FlowsIssue ResolutionData IntegrityAutomation
Soft Skills
Analytical SkillsCommunication SkillsStakeholder Engagement
Tools & Technologies
LogicGateOnitNetDocumentsJiraAI ToolsLLM Tools
Industry Keywords
Legal OperationsComplianceRisk ManagementFinancial ServicesRegulatory Reporting
About the role
Key responsibilities & impact- Support CAS platforms including LogicGate, Onit and NetDocuments
- Help migrate manual, Excel-based and legacy regulatory/risk reporting processes into more structured platform workflows
- Elicit and document requirements, user stories, acceptance criteria, process flows and supporting materials
- Support system enhancements, configuration, testing cycles, UAT, issue resolution and change documentation
- Bring project discipline to small projects and enhancements through planning, milestones, toll gates and delivery follow-up
- Partner with product, legal, risk, compliance, engineering and business stakeholders to translate needs into practical solutions
- Contribute to process improvements that improve efficiency, controls, data integrity and automation across the back-office portfolio
Requirements
What you’ll need- Experience in business analysis, process analysis or systems analysis
- Practical exposure to Agile ways of working, Jira/Jira Product Discovery, user stories, acceptance criteria or similar delivery tools
- Experience supporting system enhancements, process workflows, UAT/testing, issue resolution or operational platform change
- Exposure to legal operations, compliance, risk, control, regulatory reporting, financial services or similar process-led environments
- Strong analytical and communication skills
- Confidence to ask questions early, clarify ambiguity and work with senior stakeholders
- Comfort using AI or LLM tools to improve productivity, analysis, documentation or process work
Benefits
Comp & perks- eligibility for an annual incentive bonus
- a 12% employer contribution to a 401(k) or pension plan
- comprehensive medical benefits package
- health coverage
- generous time off
- competitive retirement plans
- flexible work options
- wellbeing and development programs