Business Analyst, Investment Systems

Glenmede Trust Co•Philadelphia, PA

17d•Hybrid

About The Position

Empowering Financial Futures. For more than 65 years, Glenmede’s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique. This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA). OVERVIEW: The Business Analyst serves as a liaison between the business and technical teams, driving process improvements, and supporting high-value stakeholders. This role will be responsible for requirement gathering, data integration, and project governance for our investment management platforms.

Requirements

Bachelor’s degree required.
Minimum 6–8 years of experience in business analysis or operations role with knowledge of the financial industry, specifically the securities industry and wealth management.
Strong understanding of financial data, with emphasis on wealth management, operations, and trading.
Excellent oral and written communication skills, with a focus on clarity and conciseness.
Ability to consult, analyze, and contribute effectively to project roles and deliverables.

Nice To Haves

Minimum 3–5 years of experience working with an investment management platform (e.g., Charles River IMS, Bloomberg, BlackRock Aladdin); Charles River IMS experience preferred.
Demonstrated ability to build trust with trading, portfolio management, operations, compliance, and risk leaders; translates complex business needs into clear, testable requirements and measurable business outcomes.
Strong SQL skills and experience with analytics/reporting tools (e.g., Power BI); comfortable guiding analysts on data lineage, reconciliation, and visualization best practices.
Proven ability to work with enterprise investment data from multiple internal and external sources, ensuring accuracy, consistency, and seamless integration across platforms, while actively monitoring data usage and related costs to support efficient spending and informed vendor management decisions.
Experienced in managing projects from requirements gathering, testing, and execution.

Responsibilities

Business Requirements & Stakeholder Engagement. Understand software functionality, business user requirements, and development roadmap of key software vendors. Collaborate with stakeholders across multiple business lines to ensure reporting and investment application needs are met. Align technology with business priorities to deliver effective solutions.
Process & Data Integration. Drive process efficiency and maintain high data quality. Play a key role in integrating systems such as Charles River and other Glenmede applications. Responsibilities include testing, post-implementation support, and training.
Project Execution & Governance. Partner with business and technology teams to document process enhancements and alignment with Glenmede’s Project Management, Data Governance, and Change Management standards. Proactively identify and manage risks, issues, and dependencies to minimize impact.
User Support & Service Delivery. Deliver high quality user support by providing clear communication, timely issue resolution, and consistent follow through. Maintain a disciplined, metrics driven approach by leveraging KPIs to monitor service performance, identify trends, and highlight opportunities for operational improvement.
Firm Building & Continuous Improvement. Actively contribute to department and firm-wide initiatives aimed at expanding capabilities, solving unmet business needs, enhancing client experience, and improving operational efficiency. Support team and business development efforts as needed.
Application Oversight & Management. Oversee end‑to-end ownership of assigned applications, including contract and vendor management, adherence to terms and SLAs, coordination of release cycles, structured testing, and ensuring ongoing operational stability and compliance.