Lead current-state process analysis and future-state design for investment operations workflows.
Translate business requirements into technology-enabled solutions.
Identify opportunities for automation and operational efficiency using low-code / no-code platforms.
Partner with stakeholders across various business lines to design and implement scalable solutions.
Lead cross-functional stakeholders through complex change initiatives.
Establish best practices for process documentation and governance.
Monitor post-implementation outcomes and drive continuous improvement.

Requirements

10+ years of experience in investment operations, project management, business analysis, process improvement, or operations transformation.
Experience with low-code / no-code platforms.
Experience with Tableau and Power BI, and Microsoft Power Automate tools.
Strong foundation as a business analyst with experience documenting complex workflows.
Experience enabling process change through technology solutions.
Proven ability to lead cross-functional initiatives and influence senior stakeholders.

Benefits

Market competitive base salaries, with a yearly bonus potential at every level.
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
401(k) plan with company match (up to 4%).
Company-funded pension plan.
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.

Applicant Tracking System Keywords

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

Hard Skills & Tools

process analysisprocess designbusiness analysisprocess improvementoperations transformationautomationlow-code platformsno-code platformsworkflow documentationtechnology solutions

Soft Skills

leadershipstakeholder managementcross-functional collaborationinfluencechange managementcontinuous improvementcommunicationproblem-solvingorganizational skillsbest practices establishment