Support end-to-end analysis of current-state investment operations processes, identifying gaps, risks, and inefficiencies
Assist in the design and documentation of future-state process flows aligned with business strategy and regulatory requirements
Translate business requirements into well-documented enablement needs and functional specifications
Support identification and use of low-code / no-code platforms, workflow tools, and automation to improve operational efficiency
Partner with stakeholders across various business lines on testing, validation, etc.
Support change management efforts by preparing process documentation, training materials, and adoption tools
Maintain standards and best practices for process documentation and governance
Identify continuous-improvement opportunities as processes and platforms evolve

Requirements

Minimum of 5–7 years of experience in investment operations, project management, business analysis, process improvement, and/or operations transformation
Experience with Tableau, Power BI, and Microsoft Power Automate tools
Experience with low-code / no-code platforms
Strong foundation as a business analyst with experience documenting complex workflows
Experience supporting technology-enabled process change initiatives
Ability to collaborate across cross-functional teams and manage multiple priorities

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

business analysisprocess improvementoperations transformationworkflow documentationchange managementcontinuous improvement

Soft Skills

collaborationstakeholder engagementprioritizationcommunication