Executive Director, Investment Business Analysis

Overview

This role is for an Executive Director, Investment Business Analysis, responsible for leading business analysis efforts across major investment initiatives. The position involves overseeing requirements gathering, process design, and solution validation to ensure investment priorities translate into effective technology and data outcomes. The Executive Director will collaborate closely with Investment leaders, Technology, Data, and Architecture teams to deliver solutions that meet business needs and are ready for adoption.

Responsibilities

• Lead business analysis delivery across a portfolio of investment initiatives, ensuring clear, complete, and governed requirements.
• Oversee requirements elicitation, documentation, traceability, and approval processes related to investment workflows, data, and reporting.
• Direct business process modeling and optimization to improve efficiency, control, and scalability within Investment Operations.
• Serve as a senior liaison between Investment stakeholders and Technology delivery teams to align on scope, intent, and outcomes.
• Plan and execute solution validation and user acceptance activities, including walkthroughs, UAT coordination, and business sign-off.
• Assess and manage business impacts of process and technology changes, including readiness, training, and adoption.
• Partner with Technology, Data, and Architecture teams to align requirements with platform standards, delivery sequencing, and data governance.
• Identify and escalate risks related to scope clarity, requirements quality, and delivery readiness.
• Contribute to defining and refining business analysis standards, tools, and best practices.
• Lead, coach, and develop Directors and senior team members, promoting accountability, quality, and execution discipline.

Requirements

• Bachelor’s Degree in Finance, Accounting, Economics, Business, Information Systems, or a related field.
• 12+ years of experience in investment operations, technology, or business analysis within insurance, asset management, reinsurance, or large institutional investment organizations.
• 5+ years of experience leading teams or major delivery initiatives.
• Strong expertise in translating investment business needs into functional and non-functional requirements across workflows, data, and reporting.
• Proven experience in business process modeling, optimization, and control design in complex investment environments.
• Experience supporting large-scale technology and data delivery initiatives, including platform modernization and automation.
• Working knowledge of institutional investment systems, data platforms, and reporting tools.
• Demonstrated leadership in business analysis focused on execution quality, consistency, and delivery outcomes.
• Ability to build trusted partnerships with Investment, Technology, and Data stakeholders and influence effectively.
• Sound judgment in managing trade-offs among scope, timeline, and risk.
• Effective people leadership skills to develop high-performing teams and foster clarity, ownership, and continuous improvement.

Preferred Qualifications

• Advanced degree or professional certification such as CFA, CPA, PMP, CBAP, or similar.

Compensation & Benefits

• Annual base salary range: $126,710 to $188,840, varying based on knowledge, skills, experience, and market location.
• Eligibility for an annual bonus plan.
• Some positions may qualify for participation in a long-term equity incentive plan.
• Comprehensive health, retirement, and other employee benefits.

Location

Not specified.