Lead current-state process analysis and future-state design for investment operations workflows
Translate business requirements into technology-enabled solutions
Identify opportunities for automation and operational efficiency using low-code / no-code platforms
Partner with stakeholders across various business lines to design and implement scalable solutions
Lead cross-functional stakeholders through complex change initiatives
Establish best practices for process documentation and governance
Monitor post-implementation outcomes and drive continuous improvement

10+ years of experience in investment operations, project management, business analysis, process improvement, or operations transformation
Experience with low-code / no-code platforms
Experience with Tableau and Power BI, and Microsoft Power Automate tools
Strong foundation as a business analyst with experience documenting complex workflows
Experience enabling process change through technology solutions
Proven ability to lead cross-functional initiatives and influence senior stakeholders

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

Director, Business Process Enablement, Investment Operations

Key skills