Business Analyst, Back Office Portfolio

🕒 September 3

🌐 United Kingdom, United States – Remote

🇬🇧 United Kingdom – Remote 🇺🇸 United States – Remote

💵 $85k - $105k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧐 Business Analyst

🇬🇧 UK Skilled Worker Visa Sponsor

This company has sponsored UK Skilled Worker visas in the past.

👻 Ghost score 10%

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CFA Institute

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1947

📚 Education

💸 Finance

🤝 Non-profit

Education • Finance • Non-profit

CFA Institute is a global not-for-profit organization that provides finance education for investment professionals. It offers a diverse range of programs and certificates designed to meet the needs of finance professionals across various career stages and specializations, including the CFA Program, which is known for equipping individuals with the skills necessary for the investment industry. The institute promotes high standards of ethics and professional conduct, and it is involved in research and policy advocacy to shape the future of the finance industry. CFA Institute also facilitates professional networking and offers membership benefits for finance professionals worldwide.

📋 Description

• Support CAS platforms including LogicGate, Onit and NetDocuments, with LogicGate expected to be a key focus over the next 12 months • Help migrate manual, Excel-based and legacy regulatory/risk reporting processes into 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

• Experience in business analysis, process analysis or systems analysis, with evidence of turning business needs into clear requirements and documentation • 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 would be highly relevant • Strong analytical and communication skills, with the ability to work with technical and non-technical stakeholders • Confidence to ask questions early, clarify ambiguity and work with senior stakeholders in a thoughtful and professional way • Comfort using AI or LLM tools to improve productivity, analysis, documentation or process work is a useful differentiator • Experience with LogicGate, Onit or NetDocuments (nice to have) • Exposure to SOX, control infrastructure, regulatory reporting, legal/risk technology or compliance operations (nice to have) • Experience in a smaller organisation or team across several process or compliance areas (nice to have)

🏖️ Benefits

• Eligibility for an annual incentive bonus • 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