About The Position

PGIM Quantitative Solutions is seeking an experienced Director, Business Analysis to provide strategic leadership and oversight for 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 leads and supports a team of Business Analysts working across complex investment platforms, processes, data workflows, and strategic initiatives. The role requires understanding of the investment management lifecycle, including portfolio management, trading, compliance, operations, accounting, market and reference data, and downstream reporting. Working with business leaders, Product Owners, engineering teams, and other partners, the Director promotes consistent analysis practices, requirements governance and traceability, identifies dependencies and risks, and helps move initiatives from concept through implementation and production readiness. The successful candidate combines investment-domain knowledge, technology acumen, people leadership, and strategic thinking. Responsibilities also include coaching Business Analysts, supporting backlog and roadmap development, overseeing testing and implementation readiness, improving processes and controls, and building relationships with vendors and strategic partners.

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 several areas such as 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, data integration, and downstream processing.
  • Experience leading complex, cross-functional business and technology initiatives.
  • Ability to translate 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 with implementation planning, deployment readiness, production validation, post-implementation stabilization, and issue resolution.
  • Strong QA and testing knowledge, including test strategy and planning, test-case development, functional, integration, regression and user acceptance testing, defect management, and production validation.
  • Ability to ensure requirements are testable, test coverage is appropriate, and solutions meet documented requirements and acceptance criteria before production implementation.
  • Experience coordinating end-to-end testing across interconnected 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 with Engineering, Architecture, Infrastructure, Data, QA, and Application Support teams to evaluate solutions and troubleshoot complex issues.
  • SQL and relational database knowledge sufficient 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 technical implementation considerations.
  • Experience using Jira, Microsoft Azure DevOps, Confluence, or comparable platforms for requirements management, testing, defect tracking, and governance.
  • Excellent written, verbal, presentation, and facilitation skills, including the ability to explain complex business, investment, data, and technology concepts to technical and non-technical audiences.
  • Strong interpersonal and stakeholder-management skills across organizational levels and functions.
  • 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 clear 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

  • Experience in Financial Services or Investment Management.
  • Familiarity with Microsoft Fabric, Power BI, Azure, Lakehouse/Warehouse architectures, and cloud-based data platforms.
  • Deep understanding of front-to-back investment workflows and how portfolio management, trading, compliance, operations, accounting, data, and technology interact.
  • 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.
  • Experience managing relationships with 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 capabilities, 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 expectations, standards, and best practices.
  • Strengthen team capabilities by sharing investment-domain knowledge, technical expertise, stakeholder-management practices, and Business Analysis 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 throughout 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 interconnected 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.
  • Provide oversight and direction for 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 business-as-usual initiatives, identifying resource constraints, dependencies, delivery risks, and competing priorities.
  • Build relationships with external vendors and strategic partners supporting investment platforms, data, and business processes.
  • Promote continuous improvement through reusable standards, templates, documentation practices, and knowledge-sharing processes.
  • Partner with leadership to develop longer-term capabilities and operating models for the investment organization.
  • Coach and develop Business Analysts, strengthening their business knowledge, technical fluency, analytical capabilities, communication skills, and ability to lead initiatives.
  • Support a resilient, controlled technology environment by identifying risks, improving documentation and controls, and maintaining governance throughout delivery.

Benefits

  • Market-competitive base salary and yearly bonus potential at every level.
  • Medical, dental, vision, life, and disability insurance.
  • Paid Time Off 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 for reimbursement of eligible personal-wellbeing purchases.
  • Work/Life Resources covering areas such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
  • Education Benefit for approved college enrollment and accredited certificate programs.
  • Employee Stock Purchase Plan, with shares available at 85% of the lower of the beginning or ending purchase-period prices.
  • Eligibility to participate in a discretionary annual incentive program, subject to program rules and applicable factors.
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