About The Position

The Lead Business Analyst will help define product strategy deliverables, design strategic end-to-end solutions, lead project requirements through the software development lifecycle, and assist with implementing enhancements for the Investment Accounting platform. The role works with stakeholders across Product, Technology, Operations, and Client teams to bring new enhancements and services into a client-ready state. The position supports strategic product initiatives by leading requirement definition and solution design, documenting component-level and end-to-end solutions, gaining stakeholder consensus, and driving delivery against timeline and cost commitments. It also uses client requests, partner feedback, and market trends to inform the product roadmap and assists with adopting AI processes to improve product management and delivery. The role calls for deep Investment Accounting and IBOR platform domain knowledge, strong business analysis and solution-design capabilities, and experience managing product development through the development lifecycle. The listed annual salary range is $115,000–$205,000.

Requirements

  • Bachelor’s degree in finance, accounting, or information systems.
  • At least 15 years of financial services experience, including practical application in product management and development.
  • Demonstrated product management, business analysis, or relevant operations experience as part of product development initiatives.
  • Investment Accounting subject matter expertise in one or more of accounting, security valuation, cash management, or corporate actions/income.
  • Comfort presenting to and interacting with key stakeholders, including clients.
  • Strong communication, interpersonal, decision-making, and negotiation skills.
  • Ability to influence and collaborate across multiple organizations and stakeholders to reach common goals.
  • Organization and demonstrated ability to multitask in a fast-paced environment.
  • Deep domain expertise, strong business analysis, analytical and problem-solving skills, business and industry knowledge, and practical experience with Agile/SDLC development.

Responsibilities

  • Manage and lead requirement definition and solution design for strategic product development initiatives within the Investment Accounting platform.
  • Ensure requirements and design solutions are well considered at both component and end-to-end levels and are effectively documented.
  • Gain consensus on end-to-end solution design and requirements with stakeholders across Product, IT, Operations, and Client teams.
  • Drive product enhancement delivery throughout the development lifecycle to meet timeline and cost commitments.
  • Use business judgment to surface impediments and issues and provide practical, high-impact options to resolve them.
  • Use client requests, partner feedback, and market trend analysis to contribute to the strategic Product roadmap.
  • Assist with adoption of AI processes to improve product management functions and delivery.

Benefits

  • 401(k) retirement savings plan with company match
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Long-term disability coverage
  • Paid time off, including vacation and sick leave
  • Family-care support
  • Employee Assistance Program
  • Eligibility for annual performance-based incentive awards
  • Eligibility for certain tax-advantaged savings plans
  • Inclusive development opportunities
  • Flexible work-life support
  • Paid volunteer days
  • Employee networks
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