Sr Business Analyst

Ameriprise Financial Services, LLC•Boston, MA

2d•$94,000 - $129,000•Hybrid

About The Position

The Sr Business Analyst serves as a key member of the Business Management team, supporting business priorities with a primary focus on Dual Contract onboarding, servicing, reporting, and related operational processes. The role works across Business Management and partners with Sales, Operations, Governance, Compliance, Business Intelligence, Finance, Technology, and other internal teams to deliver business insights, improve operational effectiveness, strengthen controls, and support operational execution of strategic initiatives. The individual manages and enhances recurring business processes, analyzes data and reporting, identifies inefficiencies and improvement opportunities, and facilitates coordination across stakeholders. Responsibilities span Dual Contract administration, business reporting, governance support, document administration, and operational support for critical business activities. The role offers broad exposure to business operations, sales strategy, governance, reporting, and initiatives within a growing area of the business. Employees work in the office at least four days per week, with flexibility to work from home one day per week; some roles may have different in-office expectations. The estimated base salary is $94,000–$129,000 per year. Most roles are eligible for variable pay, such as bonuses, commissions, and/or long-term incentives. The company also offers a benefits program that includes vacation time, sick time, 401(k), and health, dental, and life insurance.

Requirements

Strong written and verbal communication skills to collaborate across business lines and seniority levels, achieve results, and reduce risk.
Ability to reconcile data, identify discrepancies, and ensure reporting accuracy.
Ability to follow established policies, procedures, and governance controls.
Strong aptitude for learning and adapting to new systems, workflows, and operational processes with minimal supervision.
Bachelor’s degree or equivalent.
Knowledge of Microsoft Office applications, including Word and Excel.
Valid U.S. work authorization that does not now or in the future require employment visa sponsorship.

Responsibilities

Independently lead day-to-day onboarding of Dual Contracts by gathering account instructions, assessing impact, communicating requirements, and tracking and managing account records.
Ensure accurate setup, maintenance, support, reconciliation, and servicing of wrap/program accounts while maintaining compliance with firm and regulatory requirements.
Provide backup for onboarding Sub-Advised and Institutional Separate Accounts, including assistance with monthly, quarterly, and ad hoc deliverables.
Obtain monthly model delivery data from sponsor firms, portals, Finance, and relationship managers.
Standardize, validate, and transform data files from multiple sources to support accurate and timely loading into financial reporting systems.
Support DDOF and other business governance activities through reporting, documentation, process coordination, and operational support.
Support administration, governance, retention, and maintenance of documents within Liferay.
Support special projects, Business Management initiatives, and cross-functional priorities as business needs evolve.
Analyze data and reporting, identify inefficiencies and improvement opportunities, and coordinate with stakeholders to improve operational effectiveness and strengthen controls.