The Operational Governance team delivers collaborative, forward‑looking, data‑driven support for the global Investments and Distribution Services (IDS) organization. We partner with functional leads to shape strategic priorities, provide analytical insight, and embed consistent operational governance across people, culture, engagement, and continuous improvement initiatives.
This role combines business analysis and project management leadership to drive the successful delivery of strategic, regulatory, and operational initiatives. The Senior Business Analyst / Project Manager partners with cross‑functional stakeholders to define solutions, manage execution, and provide clear, data‑driven insights to leadership. It is well suited for individuals who can translate business needs into structured insights, drive analysis, and support project delivery in a fast‑paced, global, matrixed environment.
Responsibilities
- Project & Program Delivery Lead end‑to‑end delivery of initiatives from intake, planning, execution and closure. Develop & maintain project plans, milestones, dependencies, risks & issues. Ensure consistent governance, controls and reporting aligned to organizational standards. Proactively manage & elevate risks, issues & decisions to maintain delivery momentum.
- Business Analysis & Solution Design partner with stakeholders to define business requirements, scope & success criteria. Conduct data analysis, root‑cause assessments & process mapping to identify improvement opportunities. Meet with global delivery teams to understand our business processes and create standard operating procedures. Translate business needs into clear requirements, workflows & actionable deliverables. Support development of business cases & solution recommendations. Consolidate large volumes of qualitative & quantitative inputs into executive‑ready outputs (e.g., decks, summaries, insights).
- Stakeholder Management & Governance engage across business, operations, risk & technology teams in a highly matrixed environment. Influence stakeholders and drive alignment without direct authority. Facilitate working sessions, decision forums & governance reviews. Provide clear, concise executive‑ready reporting & presentations to leadership. Communicate insights effectively to both technical and non‑technical audiences.
- Data, Reporting & Insights collect, validate & analyze data to support decision‑making and performance tracking. Develop dashboards, KPIs/KRIs & reporting frameworks. Present insights in a clear, meaningful, and actionable format for varied audiences. Enhance data quality, transparency & reporting efficiency.
- Continuous Improvement & Change Management identify opportunities to improve processes, controls & delivery practices. Drive adoption of standardized methodologies and tools. Support change management and communication efforts to ensure successful implementation. Contribute to strengthening operational effectiveness and delivery discipline.
Qualifications and Experience
- 5‑7 years of experience in business analysis, project management or program delivery at a management or financial consulting firm.
- Proven track record delivering cross‑functional initiatives in complex, regulated environments.
- Strong understanding of project governance, risk management and delivery frameworks.
- Experience developing business process maps and documenting standard operating procedures.
- Advanced analytical skills with ability to generate insights from complex data and present findings to senior leadership.
- Excellent communication and stakeholder management skills, with ability to influence across global teams and senior stakeholders.
- Ability to navigate ambiguity, resolve issues across business areas and drive outcomes with minimal oversight.
- Expertise in developing high‑impact, executive‑ready presentations.
- Experience leading initiatives across both co‑located and virtual/global teams.
- Strong organizational skills, attention to detail and persuasive communication style.
- Advanced proficiency in Microsoft Office (Excel, PowerPoint) and data visualization and dashboarding tools (Power BI, Tableau).
- Good understanding of leveraging AI for data structuring & presentations and how to use AI in future for Operational Governance.
Preferred
- Background in Investment Operations, Distribution or Financial Services.
Education
- Master’s degree in business administration, finance or a related field; OR bachelor’s degree in engineering with dedicated experience in Financial Services.
Employment Details
- Full‑time employee (non‑exempt) under standard employment policy.
- Location: India. Work schedule: at least three days in office, two days remote.
Benefits
- Competitive Compensation
- Flexible, Hybrid Work model
- 30 days annual leave plus public holidays
- Life Insurance, Retirement Planning, Group Personal Accident Insurance, Medical Insurance for Employee and Family
- Annual health check‑up, 26 weeks maternity leave, paternal leave, adoption leave, near‑site childcare facility
- Employee Assistance Program, Study Support, Employee Stock Purchase Plan
- ESG commitments and goals, Career Development Programs, Mentoring Programs, Business Resource Groups