Business Analyst, Investment Systems

Role Overview

• The Business Analyst serves as a liaison between the business and technical teams, driving process improvements, and supporting high-value stakeholders
• This role will be responsible for requirement gathering, data integration, and project governance for our investment management platforms
• Collaborate with stakeholders across multiple business lines to ensure reporting and investment application needs are met
• Align technology with business priorities to deliver effective solutions
• Drive process efficiency and maintain high data quality
• Play a key role in integrating systems such as Charles River and other Glenmede applications
• Responsibilities include testing, post-implementation support, and training
• Partner with business and technology teams to document process enhancements and alignment with Glenmede’s Project Management, Data Governance, and Change Management standards
• Proactively identify and manage risks, issues, and dependencies to minimize impact
• Deliver high quality user support by providing clear communication, timely issue resolution, and consistent follow through
• Maintain a disciplined, metrics driven approach by leveraging KPIs to monitor service performance, identify trends, and highlight opportunities for operational improvement
• Actively contribute to department and firm-wide initiatives aimed at expanding capabilities, solving unmet business needs, enhancing client experience, and improving operational efficiency
• Support team and business development efforts as needed
• Oversee end‑to‑end ownership of assigned applications, including contract and vendor management, adherence to terms and SLAs, coordination of release cycles, structured testing, and ensuring ongoing operational stability and compliance.

Requirements

• Bachelor’s degree required
• Minimum 6–8 years of experience in business analysis or operations role with knowledge of the financial industry, specifically the securities industry and wealth management
• Strong understanding of financial data, with emphasis on wealth management, operations, and trading
• Excellent oral and written communication skills, with a focus on clarity and conciseness
• Ability to consult, analyze, and contribute effectively to project roles and deliverables
• Minimum 3–5 years of experience working with an investment management platform (e.g., Charles River IMS, Bloomberg, BlackRock Aladdin); Charles River IMS experience preferred
• Demonstrated ability to build trust with trading, portfolio management, operations, compliance, and risk leaders; translates complex business needs into clear, testable requirements and measurable business outcomes
• Strong SQL skills and experience with analytics/reporting tools (e.g., Power BI); comfortable guiding analysts on data lineage, reconciliation, and visualization best practices
• Proven ability to work with enterprise investment data from multiple internal and external sources, ensuring accuracy, consistency, and seamless integration across platforms, while actively monitoring data usage and related costs to support efficient spending and informed vendor management decisions
• Experienced in managing projects from requirements gathering, testing, and execution.

Tech Stack

• SQL

Benefits

• Competitive health and welfare benefits, including company HSA contributions
• Numerous voluntary benefit choices available
• Superior 401k match
• Tuition reimbursement
• Company subsidized commuter benefits
• Generous paid time off, including parental leave
• Plus more!