Support end-to-end analysis of current-state investment operations processes, identifying gaps, risks, and inefficiencies.
Assist in the design and documentation of future-state process flows aligned with business strategy and regulatory requirements.
Translate business requirements into well-documented enablement needs and functional specifications.
Support identification and use of low-code / no-code platforms, workflow tools, and automation to improve operational efficiency.
Partner with stakeholders across various business lines on testing, validation, etc.
Support change management efforts by preparing process documentation, training materials, and adoption tools.
Maintain standards and best practices for process documentation and governance.
Identify continuous-improvement opportunities as processes and platforms evolve.

Minimum of 5–7 years of experience in investment operations, project management, business analysis, process improvement, and/or operations transformation.
Experience with Tableau, Power BI, and Microsoft Power Automate tools.
Experience with low-code / no-code platforms.
Strong foundation as a business analyst with experience documenting complex workflows.
Experience supporting technology-enabled process change initiatives.
Ability to collaborate across cross-functional teams and manage multiple priorities.

Market competitive base salaries, with a yearly bonus potential at every level.
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
401(k) plan with company match (up to 4%).
Company-funded pension plan.
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.

Manager, Business Process Enablement, Investment Operations

Key skills