Business Analyst, Back Office Portfolio

CFA Institute is a global organization focused on investment excellence, ethics, and professional growth. The Business Analyst will support Corporate and Advisory Services technology platforms and processes by documenting requirements, improving workflows, supporting enhancements and testing, and partnering with legal, risk, compliance, product, engineering, and business stakeholders.

Responsibilities:

• Support CAS platforms including LogicGate, Onit and NetDocuments, with LogicGate expected to be a key focus over the next 12 months
• Help migrate manual, Excel-based and legacy regulatory/risk reporting processes into more structured platform workflows
• Elicit and document requirements, user stories, acceptance criteria, process flows and supporting materials
• Support system enhancements, configuration, testing cycles, UAT, issue resolution and change documentation
• Bring project discipline to small projects and enhancements through planning, milestones, toll gates and delivery follow-up
• Partner with product, legal, risk, compliance, engineering and business stakeholders to translate needs into practical solutions
• Contribute to process improvements that improve efficiency, controls, data integrity and automation across the back-office portfolio

Requirements:

• Experience in business analysis, process analysis or systems analysis, with evidence of turning business needs into clear requirements and documentation
• Practical exposure to Agile ways of working, Jira/Jira Product Discovery, user stories, acceptance criteria or similar delivery tools
• Experience supporting system enhancements, process workflows, UAT/testing, issue resolution or operational platform change
• Exposure to legal operations, compliance, risk, control, regulatory reporting, financial services or similar process-led environments would be highly relevant
• Strong analytical and communication skills, with the ability to work with technical and non-technical stakeholders
• Confidence to ask questions early, clarify ambiguity and work with senior stakeholders in a thoughtful and professional way
• Comfort using AI or LLM tools to improve productivity, analysis, documentation or process work is a useful differentiator
• Location:** London, UK or Charlottesville, VA (preferred), or select US East Coast locations (GA, FL, NC)
• Experience with LogicGate, Onit or NetDocuments
• Exposure to SOX, control infrastructure, regulatory reporting, legal/risk technology or compliance operations
• Experience in a smaller organisation or team where you have had to work across several process or compliance areas rather than one narrow specialism