About The Position

PGIM Quantitative Solutions is seeking an experienced Director, Business Analysis, to provide strategic leadership and oversight of business analysis capabilities supporting investment and technology platforms. The role serves as a key liaison among Investment Management, Trading, Operations, Product Owners, Technology, Risk, Compliance, and external partners, translating business priorities into clear requirements and scalable technology solutions. The Director works with a team of Business Analysts supporting complex investment platforms, processes, data workflows, and strategic initiatives. The position requires knowledge of the investment management lifecycle, including portfolio management, trading, compliance, operations, accounting, market and reference data, and downstream reporting. Working with Product Owners, senior business leaders, engineering teams, and technology partners, the Director establishes consistent analysis practices, ensures requirements are defined and traceable, identifies dependencies and risks, and drives initiatives from concept through implementation and production readiness. This role combines investment-domain knowledge, technology acumen, people leadership, and strategic thinking. It also supports analyst development, requirements and delivery governance, process and data transformation, risk management, and continuous improvement of the Business Analysis practice. The position is hybrid in Newark, New Jersey.

Requirements

  • 4–6+ years of hands-on Eagle STAR technical experience, including knowledge of portfolio accounting workflows, configurations, data structures, integrations, exception processing, and production support.
  • 10+ years of Business Analysis, Business Systems Analysis, Product, Technology, or related experience; Financial Services or Investment Management experience is preferred.
  • Strong understanding of the front-to-back investment management lifecycle, preferably across portfolio management, order management and trading, pre- and post-trade compliance, investment operations, portfolio accounting, performance and reporting, security master and reference data, market data, and data integration and downstream processing.
  • Demonstrated experience leading complex, cross-functional business and technology initiatives.
  • Experience translating complex business needs into business requirements, functional specifications, user stories, process flows, data requirements, and acceptance criteria.
  • Ability to analyze end-to-end business, system, and data workflows, including dependencies, integrations, controls, exception processing, and operational impacts.
  • Strong knowledge of Agile delivery, including backlog management, story refinement, sprint planning, testing, release management, and production readiness.
  • Experience supporting implementation planning, deployment readiness, production validation, post-implementation stabilization, and issue resolution.
  • Strong QA and testing knowledge, including test strategy, test planning, test-case development, functional, integration, regression and user acceptance testing, defect management, and production validation.
  • Ability to ensure requirements are testable, establish appropriate coverage, and confirm solutions meet documented requirements and acceptance criteria before production implementation.
  • Experience coordinating end-to-end testing across connected investment platforms, including data flows, integrations, interfaces, batch processes, accounting results, downstream impacts, and business workflows.
  • Strong defect-management skills, including analysis, prioritization, triage, root-cause investigation, retesting, and coordination across business, QA, and engineering teams.
  • Technical aptitude to work effectively with Engineering, Architecture, Infrastructure, Data, QA, and Application Support teams to evaluate solutions and troubleshoot complex issues.
  • SQL and relational database knowledge to analyze data, validate requirements, investigate data-quality issues, support testing, perform reconciliations, and assist with production troubleshooting.
  • Understanding of APIs, system integrations, web services, batch processing, file-based interfaces, scheduling, data feeds, and enterprise application architectures.
  • Ability to understand technical designs, integration approaches, application architectures, and data flows and translate between business requirements and implementation considerations.
  • Experience using Jira, Microsoft Azure DevOps, Confluence, or comparable delivery platforms for requirements management, testing, defect tracking, and governance.
  • Excellent written, verbal, presentation, and facilitation skills, including the ability to explain complex concepts to technical and non-technical audiences.
  • Strong interpersonal and stakeholder-management skills across organizational functions and levels, from subject-matter experts and delivery teams to senior leaders and executives.
  • Ability to facilitate challenging discussions, resolve ambiguity, influence decisions, navigate competing priorities, and establish alignment without relying solely on direct authority.
  • Ability to synthesize complex information into recommendations, risks, options, dependencies, tradeoffs, and decisions for senior leadership.
  • Ability to manage multiple priorities and concurrent initiatives while identifying delivery risks, resource constraints, and cross-project dependencies.
  • Strong analytical, problem-solving, organizational, critical-thinking, and decision-making capabilities.
  • Bachelor's or master's degree in Business, Finance, Computer Science, Information Systems, Engineering, or a related discipline, or equivalent professional experience.

Nice To Haves

  • Familiarity with Microsoft Fabric, Power BI, Azure, Lakehouse/Warehouse architectures, and cloud-based data platforms.
  • Deep understanding of front-to-back investment workflows and interactions among portfolio management, trading, compliance, operations, accounting, data, and technology.
  • Experience establishing Business Analysis standards, operating models, documentation practices, governance frameworks, and career-development expectations across a Business Analysis organization.
  • Experience with modern data environments, including Microsoft Fabric, Power BI, SQL, data modeling, Lakehouse/Warehouse architectures, and enterprise data governance.
  • Demonstrated success simplifying complex workflows, eliminating manual processes, improving controls, and delivering measurable operational improvements.
  • Ability to synthesize complex business and technology topics into concise recommendations, risks, options, and decisions for senior leadership.
  • Experience managing relationships with internal teams, third-party technology vendors, market-data providers, custodians, brokers, and other external partners.
  • Understanding of how AI and automation tools, including Microsoft Copilot and generative AI, can improve business analysis, requirements documentation, data analysis, testing, and delivery productivity.

Responsibilities

  • Support the Business Analysis function across investment management and technology platforms, establishing team expectations, standards, and best practices.
  • Strengthen Business Analysis capabilities by sharing investment-domain knowledge, technical expertise, stakeholder-management practices, and BA best practices.
  • Partner with Product Owners and senior business stakeholders to understand strategic objectives, define outcomes, assess priorities, and translate needs into technology initiatives.
  • Lead analysis of complex processes across portfolio management, trading, compliance, investment operations, accounting, data management, and reporting.
  • Oversee development of business and functional requirements, user stories, process flows, data requirements, acceptance criteria, and supporting documentation.
  • Establish requirements governance and traceability, keeping business objectives aligned with delivered solutions through the software development lifecycle.
  • Facilitate discovery sessions, requirements workshops, process reviews, and solution discussions with business, Product, Technology, Operations, Risk, Compliance, and external partners.
  • Identify opportunities to simplify workflows, reduce manual processes, improve controls and data quality, and increase operational efficiency.
  • Assess business impacts, dependencies, risks, and implementation considerations across connected investment platforms and workflows.
  • Partner with Technology and Architecture teams to ensure solutions address business requirements and consider scalability, maintainability, data architecture, integration, security, and enterprise standards.
  • Oversee user acceptance testing, implementation readiness, business validation, and post-production stabilization.
  • Support Product Owners with backlog management, prioritization, roadmap development, and refinement of requirements and acceptance criteria.
  • Coordinate concurrent projects and BAU initiatives, identifying resource constraints, dependencies, delivery risks, and competing priorities.
  • Build working relationships with external vendors and strategic partners supporting investment platforms, data, and business processes.
  • Promote continuous improvement by establishing reusable standards, templates, documentation practices, and knowledge-sharing processes.
  • Partner with leadership to develop longer-term capabilities and operating models for the evolving investment organization.
  • Coach and develop Business Analysts in business knowledge, technical fluency, analytical capabilities, communication, and leadership of complex initiatives.
  • Help maintain a resilient, well-controlled technology environment by identifying risks, improving documentation and controls, and ensuring delivery-lifecycle governance.

Benefits

  • Market-competitive base salaries and yearly bonus potential.
  • Medical insurance.
  • Dental insurance.
  • Vision insurance.
  • Life insurance.
  • Disability insurance.
  • Paid Time Off (PTO) and leaves of absence, including parental and military leave.
  • 401(k) plan with company match up to 4%.
  • Company-funded pension plan.
  • Wellness programs, including up to $1,600 per year in reimbursement for personal wellbeing items.
  • Work/Life Resources for parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
  • Education Benefit to help finance approved traditional college enrollment and accredited certificate programs.
  • Employee Stock Purchase Plan, allowing shares to be purchased at 85% of the lower of the beginning or ending purchase-period price.
  • Eligibility for a discretionary annual incentive program, subject to program rules and applicable factors.
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