Business Analyst, Back Office Portfolio
About The Position
CFA Institute is looking for a Business Analyst to support our Corporate and Advisory Services (CAS) technology and process environment. This role sits close to legal, risk and control-related work, with a strong focus on platforms including LogicGate, Onit and NetDocuments. The role combines hands-on BAU platform support with project discipline. You will help migrate manual and legacy processes into more structured systems, document requirements and user stories, support enhancements and testing, and bring clearer process structure to an area where data flow, controls and operational consistency matter.
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.
Nice To Haves
- Experience with LogicGate, Onit or NetDocuments.
- Exposure to SOX, control infrastructure, regulatory reporting, legal/risk technology or compliance operations.
- Experience in a smaller organisation or team where you have had to work across several process or compliance areas rather than one narrow specialism.
Responsibilities
- 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 more 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.
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
