Director, Investment Business Analyst

Overview

This role involves leading business analysis efforts within investment initiatives, ensuring high-quality execution and alignment with investment operating needs. The Director, Investment Business Analysis will manage requirements, process design, and solution validation while collaborating closely with Investment stakeholders and Technology delivery teams to drive successful outcomes.

Responsibilities

• Lead business analysis delivery across assigned investment initiatives, ensuring completeness, accuracy, and governance of requirements.
• Manage requirements elicitation, documentation, traceability, and approval processes related to investment workflows, data, and reporting.
• Lead business process modeling and improvement to enhance efficiency, controls, and scalability.
• Act as the primary liaison between Investment stakeholders and Technology delivery teams for assigned initiatives.
• Support solution walkthroughs, coordinate user acceptance testing (UAT), and obtain business sign-off to confirm solutions meet business intent.
• Assess business impacts of process and technology changes; support readiness, training, and adoption activities.
• Ensure requirements align with Technology, Data, and Architecture standards and delivery plans.
• Manage scope, dependencies, and risks related to requirements quality and delivery readiness.
• Provide clear status reporting and escalate issues to Executive Directors and delivery leadership.
• Lead, mentor, and manage performance of business analysis team members, promoting accountability and execution discipline.

Requirements

Education and Experience

• Bachelor’s degree in Finance, Accounting, Economics, Business, Information Systems, or a related field.
• Minimum of 8 years of experience in investment operations, business analysis, or technology delivery within insurance, asset management, reinsurance, or institutional investment organizations.
• At least 3 years of experience leading teams or workstreams within large initiatives.

Preferred Qualifications

• Professional certifications such as CFA, CPA, PMP, CBAP, or equivalent are preferred.

Skills and Abilities

Technical & Functional Knowledge:

• Strong ability to translate investment business needs into clear functional and non-functional requirements.
• Experience in business process documentation, analysis, and optimization within investment operations.
• Familiarity with supporting technology and data delivery initiatives, including testing and implementation.
• Working knowledge of investment systems, data structures, and reporting processes.

Leadership & Competencies:

• Hands-on delivery leader focused on execution quality and follow-through.
• Effective communicator and partner to Investment and Technology stakeholders.
• Sound judgment in managing priorities, scope trade-offs, and delivery risks.
• Proven people leader who develops talent, provides coaching, and fosters ownership and continuous improvement.

Compensation and Benefits

• Annual base salary range: $107,060.00 - $159,390.00, varying based on knowledge, skills, experience, and market location.
• Eligibility for an annual bonus plan.
• Some positions may participate in a long-term equity incentive plan.
• Comprehensive health, retirement, and other employee benefits.

Location

This position is part of a multinational team; specific location details to be provided during the hiring process.