Lead Business Analyst - Investment Accounting / Middle Office - Business Services - # 3

Description

The team builds and runs the Investment Accounting platform, part of a larger offering that combines investment data and capabilities for institutional clients.

The Alpha Services product team is hiring a lead business analyst to shape product strategy, design end-to-end solutions, and drive project requirements through the software development lifecycle.

You will work with product, technology, operations, and client teams to take new enhancements and services to a state ready for clients.

The successful candidate brings deep Investment Accounting and IBOR domain knowledge, a solid record in requirements definition and solution design, and experience running delivery through the development lifecycle.

Responsibilities

• Lead requirement definition and solution design for strategic Investment Accounting platform initiatives.
• Make sure requirements and designs hold up at both the component and end-to-end level, and document them clearly.
• Build agreement among product, IT, operations, and client teams on end-to-end solution design and requirements.
• Drive enhancements through the development lifecycle so they meet timeline and cost commitments.
• Use sound business judgment to identify blockers and problems, and propose practical, high-impact ways to resolve them.
• Draw on client requests, partner feedback, and market trend analysis to inform the strategic product roadmap.
• Help adopt AI processes that improve product management and delivery.
• Define product strategy deliverables and help set the platform strategy.
• Conduct business and market trend analysis.
• Manage the requirement definition and solution design processes, and oversee delivery and rollout of enhancements against roadmap metrics.

Requirements

• A bachelor's degree in finance, accounting, or information systems is required.
• At least 15 years of financial services experience, including hands-on product management and development work.
• A demonstrated track record in product management, business analysis, or relevant operations work within product development initiatives.
• Proven subject matter expertise in Investment Accounting in at least one of: accounting, security valuation, cash management, or corporate actions and income.
• Comfort presenting to and working with stakeholders, including clients.
• Strong communication, interpersonal, decision-making, and negotiation skills.
• Ability to influence and collaborate across several organizations to reach shared goals.
• Organized, with a record of handling multiple tasks in a fast-moving setting.
• Deep domain expertise, strong business analysis, analytical and problem-solving skills, business and industry knowledge, practical Agile or SDLC experience, teamwork and leadership, an ownership mindset, and strong written and verbal skills.

Conditions

Base pay ranges from $115,000 to $205,000 per year.

The range above applies to the primary location listed. Pay for work performed outside that location could differ.

Equal opportunity: the company does not discriminate on the basis of protected characteristics.

Benefits

• A 401(k) retirement savings plan with company match.
• Insurance coverage including basic life, medical, dental, vision, long-term disability, and optional extra coverage.
• Paid time off covering vacation, sick leave, short-term disability, and family care.
• Access to an Employee Assistance Program.
• Eligibility for annual performance-based incentive awards (excluding certain sales roles under sales incentive plans).
• Eligibility for certain tax-advantaged savings plans.
• Inclusive development opportunities, flexible work-life support, paid volunteer days, and employee networks.