Business Analyst II / Sr. Business Analyst
About The Position
The Business Analyst is a core member of NEPC’s Business Analysis team, responsible for partnering with business leaders and cross-functional teams to improve processes, enable scalable solutions, and support key firm-wide initiatives. This role operates at the intersection of business operations, technology, and data - working across departments to understand how teams function today, identifying opportunities for improvement, and designing and implementing solutions that enhance efficiency, transparency, and user experience. Business Analysts act as trusted partners to stakeholders by leading discovery efforts, defining business requirements, evaluating solutions, and supporting delivery through testing, validation, and adoption. This includes working closely with teams across Consulting, Research, Operations, IT, and Data to ensure solutions are aligned with business needs and deliver measurable value. The ideal candidate is a structured problem solver who is comfortable navigating ambiguity, engaging diverse stakeholders, and driving initiatives from concept through delivery. This role will play a key part in advancing NEPC’s operating model by improving workflows, strengthening governance, and building sustainable, scalable processes.
Requirements
- Bachelor’s degree in business, finance, information systems, or a related field
- 6+ years of relevant experience in business analysis, consulting, or operations
- Strong understanding of business analysis, project management, process improvement, and requirements gathering methodologies
- Strong project leadership skills with a preference for experience leading business initiatives from concept through implementation, including project planning, change management, stakeholder coordination, and delivery oversight
- Experience supporting cross-functional initiatives and working with diverse stakeholder groups
- Proven ability to analyze workflows, identify improvement opportunities, and implement solutions
- Experience partnering with IT teams on vendor selection, system implementations and enhancements
- Strong analytical, problem-solving, and communication skills
- Ability to quickly learn new systems and business processes
- Experience working with collaboration and project tools (e.g., Jira, Confluence, M-Files, OneDrive)
- Strong critical thinking and problem-solving capabilities
- Excellent communication and stakeholder engagement skills
- Highly organized, detail-oriented, and able to manage multiple priorities
- Self-motivated with the ability to operate independently and proactively
- Collaborative mindset with a focus on delivering business value
Nice To Haves
- Experience with data visualization tools (e.g., Spotfire, Tableau, Power BI) is a plus
- Investment industry experience is helpful but not required
Responsibilities
- Partner with stakeholders to understand business objectives, workflows, pain points, and opportunities for improvement
- Facilitate discovery sessions, interviews, and workshops to gather and synthesize requirements
- Analyze current-state processes and identify inefficiencies, risks, and gaps
- Translate business needs into clear, structured requirements and actionable recommendations
- Support decision-making through data analysis, business cases, and cost/benefit evaluation
- Partner with IT and platform teams to evaluate and implement technology and data solutions
- Translate business requirements into functional specifications to support system design and development
- Support solution design by evaluating options, trade-offs, and business impacts
- Create process models, diagrams, and documentation to support implementation
- Ensure alignment between business needs and delivered solutions
- Define and execute user acceptance testing (UAT) strategies and scenarios
- Partner with IT to validate that solutions meet business requirements
- Identify, document, and track defects or gaps during testing
- Support end-user training, documentation, and rollout planning
- Provide post-implementation support to ensure successful adoption and sustained value
- Support or lead initiatives through the full project lifecycle, including discovery, requirements, design, testing, and implementation
- Collaborate with project sponsors to define scope, priorities, and success criteria
- Track requirements, risks, and dependencies throughout the initiative lifecycle
- Support change management efforts, including communication, training, and adoption
- Ensure solutions are delivered with appropriate validation, traceability, and stakeholder alignment
- Lead process reviews and re-design efforts to improve efficiency, scalability, and consistency
- Develop future-state workflows, process documentation, and operating models
- Identify opportunities to standardize processes, reduce key-person risk, and improve documentation quality
- Support the development of governance frameworks, documentation standards, and best practices
- Contribute to firm-wide process inventory initiatives and continuous improvement programs
- Act as a liaison between business teams and IT to ensure clear communication and shared understanding
- Build strong relationships with stakeholders across Consulting, Research, Operations, and Technology
- Serve as a trusted advisor to business leaders on process, tools, and operating model improvements
- Collaborate with team members to share knowledge, improve practices, and enhance team capability
Benefits
- additional annual performance bonus
- full benefits program to support your life and well-being
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
