An Initial AI Screening will be conducted for this role.

Contract Duration: 6 months

Tpical Day in Role:

Business Analysis & Requirements Management Lead business analysis activities for Direct Indexing initiatives, partnering with stakeholders to advance business needs, evaluate solution options, and translate requirements into clear, actionable deliverables. Manage requirements throughout the delivery lifecycle, ensuring alignment between business objectives, technology solutions, and operational processes. Support backlog refinement, prioritization, release planning, and business readiness activities while proactively identifying risks, dependencies, assumptions, and constraints. Act as a trusted subject matter expert, providing insights and recommendations to support decision-making and successful delivery.

Process Design & Client Experience Analyze and document current-state processes and partner with stakeholders to design future-state solutions that support the Direct Indexing operating model and client lifecycle. Evaluate end-to-end business processes, system interactions, and user journeys to identify opportunities to improve efficiency, scalability, controls, and advisor/client experience. Ensure business process, operational, and technology impacts are fully understood and reflected in requirements, solution design, and acceptance criteria. Document workflows, operating models, roles and responsibilities, business rules, and process dependencies to support implementation, governance, and ongoing operations. Partner with Change Management and business stakeholders to assess impacts, support operational readiness, and enable successful adoption of new processes and capabilities. Provide recommendations grounded in customer, advisor, and employee experience considerations, while ensuring solutions are practical, sustainable, and aligned with business objectives.

Stakeholder Engagement & Delivery Support Collaborate with business sponsors, portfolio management, trading, operations, technology, risk, compliance, legal, and external partners to drive alignment and delivery outcomes. Facilitate workshops, discovery sessions, reviews, and decision forums to define requirements, resolve issues, and build consensus. Communicate project status, priorities, risks, and key decisions effectively across business and technology teams.

Testing, Implementation & Change Readiness Support testing and implementation activities, including business validation, user acceptance testing, defect management, and solution readiness assessments. Assist with implementation planning, process updates, user communications, training materials, and post-launch stabilization to ensure successful adoption.

Governance, Risk & Continuous Improvement Ensure solutions, processes, and documentation align with governance, compliance, risk, and regulatory requirements. Contribute to the development of a robust and scalable Direct Indexing operating model, with appropriate controls, oversight, and auditability. Identify opportunities to leverage technology, automation, and process improvements to enhance operational effectiveness and advisor/client experience. Promote a strong risk culture and support an inclusive, collaborative, and high-performing team environment. Must Have Skills:

1. 8+ years of Business Analysis experience, preferably in Wealth Management, Asset Management, Direct Indexing (capital market)
2. 5+ years of experience leading requirements management, process mapping, user stories, acceptance criteria, and solution validation.
3. 5+ years of experience working in Agile delivery environments.
4. 5+ years of experience supporting UAT, implementation, and post-launch stabilization
5. Experience with portfolio management platforms (Charles River, MPower)

Nice-To-Have Skills:

• SQL
• data analysis, and reporting experience -change management experience

Soft Skills Required: Strong analytical, problem-solving, and stakeholder management skills. Excellent communication and facilitation skills with the ability to bridge business and technology teams

Education: Bachelor’s degree in Business, Finance, Economics, Technology, Information Systems, or related field.