Financial Business Consultant

Lancesoft; Boston (MA); Hybrid; USD 96,000 - 152,000; Part time

Job summary

Lancesoft is seeking an experienced Senior Business Analyst to support ETF and Mutual Fund digital product initiatives, including launches, enhancements, and fund content across global sites.

The role requires strong ETF expertise, stakeholder management, and regulatory awareness, with collaboration across Product, Marketing, Legal, Compliance, Data, Technology, and external data providers. Hybrid setup with onboarding onsite.

Qualifications

• Bachelor's degree in Technology, Finance, Business, or a related discipline, or equivalent experience.
• 8+ years of relevant Financial Services experience.
• Strong experience in Asset Management / Investment Management / Financial Services.
• Extensive knowledge and hands-on experience with ETFs.
• Strong understanding of ETF products, fund structures, operations, launches, disclosures, and fund-related data.
• Experience supporting ETF product launches, fund detail pages, investment products, or digital fund information.
• Strong business analysis experience involving complex business requirements and processes.
• Experience with project management methodologies.
• Strong cross-functional stakeholder and relationship management skills.
• Experience working with Product, Legal, Compliance, Marketing, Data, Technology, and external partners.
• Understanding of regulatory requirements and disclosures applicable to financial products, including SEC and FINRA considerations.
• Excellent analytical and problem-solving skills.
• Strong written, verbal, and presentation skills.
• Ability to work independently while effectively collaborating across multiple teams.

Responsibilities

• Manage and support ETF and Mutual Fund product launches and product improvements across global websites.
• Coordinate with Product, Marketing, Legal, Compliance, Data, Technology, Publishing, and external data providers.
• Manage stakeholder reviews, approvals, sign-offs, and changes throughout the product lifecycle.
• Ensure fund information, website content, disclosures, and data meet applicable regulatory and compliance requirements.
• Work with data providers to acquire, validate, troubleshoot, and resolve fund data issues quickly and efficiently.
• Understand differences between country websites, including page templates, fact sheet templates, data constraints, and content requirements.
• Analyze existing processes and recommend process improvements and efficiencies.
• Support quality assurance testing for ETF launches, website enhancements, and other key projects.

Skills

ETF knowledge

Asset management

Stakeholder management

Business analysis

Regulatory compliance

Cross-functional collaboration

Requirements gathering

Education

Bachelor's degree in Technology/Finance/Business

Tools

AEM

CMS

Workfront

PCM systems

Job description

Business Analyst – ETF / Mutual Fund Digital Product

Work Arrangement: Hybrid – Initially 4 days/week onsite for onboarding and training; may transition to 3 days/week onsite

Job Type: Contract (12 months)

Experience: 8+ years of relevant Financial Services experience

Final Interview: In-person

Job Description

We are seeking an experienced Senior Business Analyst to support ETF and Mutual Fund product launches, product enhancements, fund detail pages, and digital content initiatives within a leading asset management organization.

The successful candidate will work closely with internal and external partners, including Product, Marketing, Legal, Compliance, Data, Technology, Publishing/Content teams, and external data providers, to gather requirements, coordinate approvals, ensure data accuracy, and deliver compliant fund information across global websites.

This role requires a strong understanding of ETF products and asset management, combined with excellent business analysis, stakeholder management, analytical, and problem-solving skills.

Key Responsibilities:

• Manage and support ETF and Mutual Fund product launches and product improvements across global websites.
• Coordinate with Product, Marketing, Legal, Compliance, Data, Technology, Publishing, and external data providers.
• Manage stakeholder reviews, approvals, sign-offs, and changes throughout the product lifecycle.
• Ensure fund information, website content, disclosures, and data meet applicable regulatory and compliance requirements.
• Work with data providers to acquire, validate, troubleshoot, and resolve fund data issues quickly and efficiently.
• Understand differences between country websites, including page templates, fact sheet templates, data constraints, and content requirements.
• Analyze existing processes and recommend process improvements and efficiencies.
• Support quality assurance testing for ETF launches, website enhancements, and other key projects.

Required Qualifications:

• Bachelor's degree in Technology, Finance, Business, or a related discipline, or equivalent experience.
• 8+ years of relevant Financial Services experience.
• Strong experience in Asset Management / Investment Management / Financial Services.
• Extensive knowledge and hands-on experience with ETFs.
• Strong understanding of ETF products, fund structures, operations, launches, disclosures, and fund-related data.
• Experience supporting ETF product launches, fund detail pages, investment products, or digital fund information.
• Strong business analysis experience involving complex business requirements and processes.
• Experience with project management methodologies.
• Strong cross-functional stakeholder and relationship management skills.
• Experience working with Product, Legal, Compliance, Marketing, Data, Technology, and external partners.
• Understanding of regulatory requirements and disclosures applicable to financial products, including SEC and FINRA considerations.
• Excellent analytical and problem-solving skills.
• Strong written, verbal, and presentation skills.
• Ability to work independently while effectively collaborating across multiple teams.

Preferred Skills & Experience

• Direct ETF product experience within an asset management organization.
• Experience with ETF/fund launches.
• Experience managing fund information on financial services or investment websites.
• Experience with Adobe Experience Manager (AEM).
• Experience with Content Management Systems (CMS).
• Experience with Workfront.
• Experience with Product Content Management (PCM) systems.
• Experience with digital publishing and web content workflows.
• Experience working with financial data providers.
• Website QA, UAT, or content validation experience.
• Experience supporting global or multi-country websites.
• Understanding of financial product data and investment terminology.