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CFA Institute

Business Analyst, Back Office Portfolio

CFA Institute

Business Analyst at CFA Institute improving systems and data flows within CAS technology. Supporting various platforms and working with senior stakeholders for process improvements.

Posted 7/29/2026full-timeCharlottesville • Florida, North Carolina, Virginia • 🇺🇸 United StatesJunior💰 $85,000 - $105,000 per yearWebsite

Core Competencies

Role fit
Core 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 compliance within legal operations. Proficient in Agile methodologies and skilled in eliciting requirements and user stories to drive efficiency and control.

Highest-signal resume keywords
Business AnalysisProcess AnalysisAgile MethodologiesJira Product DiscoveryLegal Operations

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Requirements ElicitationProcess FlowsSystem EnhancementsUser Acceptance TestingIssue Resolution
Soft Skills
Analytical SkillsCommunication Skills
Tools & Technologies
LogicGateOnitNetDocumentsAI ToolsLLM Tools
Industry Keywords
ComplianceRisk ManagementRegulatory Reporting

About the role

Key responsibilities & impact
  • Support CAS platforms including LogicGate, Onit and NetDocuments
  • Help migrate manual and legacy reporting processes into structured platform workflows
  • Elicit and document requirements, user stories, and process flows
  • Support system enhancements, configuration, testing cycles, and issue resolution
  • Partner with product, legal, risk, compliance and engineering stakeholders
  • Contribute to process improvements for efficiency and controls

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
  • Experience supporting system enhancements, process workflows, UAT/testing, issue resolution
  • Exposure to legal operations, compliance, risk, and regulatory reporting
  • Strong analytical and communication skills
  • Comfort using AI or LLM tools

Benefits

Comp & perks
  • Health coverage
  • Generous time off
  • Competitive retirement plans
  • Flexible work options
  • Wellbeing and development programs