Principal, Transformation Office

Partners Capital; Boston (MA); On-site; USD 130,000 - 150,000; Full time

Job summary

Partners Capital is seeking a Principal–level Technical Business Analyst to join the Transformation Office. You will bridge business, product, and technology, shaping and delivering a portfolio of investment management and reporting projects with strong stakeholder engagement.

You will operate semi-independently in a high-impact role, collaborating with front to back-office teams and data/tech leads to define, design and implement end-to-end solutions.

Qualifications

• 7-10 years of experience in Technical Business Analysis or hybrid PM/BA.
• Experience delivering complex investment management and reporting projects.
• Strong ability to document processes, rules, and requirements.
• Experience with full SDLC and cross-functional teams.
• Ability to engage with stakeholders at all levels across multiple locations.

Responsibilities

• Shape business cases for major technology spend with stakeholders.
• Lead workstreams in a complex global transformation program through SDLC.
• Manage expectations on progress, requirements, constraints, risks, dependencies.
• Document process flows and detailed requirements with business owners.
• Produce impact assessments across teams, systems, and processes.
• Define work breakdown structures and functional designs with vendors/tech teams.
• Drive testing activities including test planning, scripting, execution, and defect triage.
• Lead change management and KPI/OKR adoption post-implementation.

Skills

Stakeholder engagement

SDLC

Agile delivery

Business analysis

Process improvement

SQL

Python

Java

Vendor management

Requirements gathering

Education

Bachelor’s degree (desirable)

Tools

Addepar

Total Plan Manager

Canoe Intelligence

Simcorp Dimension

Geneva

Balsamiq

Lucidchart

Visio

Job description

• Pay or shift range: $130,000 USD to $150,000 USD This base salary range is specific to individuals applying to this role and takes into account a number of factors. The base salary offered will be determined on factors such as experience, skills, training, certifications, and education. Decisions will be determined on a case-by-case basis.The base salary is one element of our competitive compensation package. In addition to the base salary, this position may be eligible for performance-based incentives.

Description

Job Description / Position Responsibilities

We are seeking a Principal–level Technical Business Analyst to join Transformation Office and play a key role in the delivery of complex portfolio of investment management and reporting projects. This role sits at the intersection of business, product, and technology, requiring strong technical curiosity coupled with structured analysis, delivery ownership and confident stakeholder engagement.

You will operate semi-independently in a high-impact, internal-customer-facing role, working closely with business and technology teams to define, design, and deliver change. Your primary stakeholders will be a range of internal subject matter experts spanning front and middle/back-office teams plus Data and Technology delivery leads

Key Responsibilities include:

• Shape business case for major technology spend coordinating with business stakeholders
• Lead delivery of one or more workstreams in a complex, multi-functional global transformation program through the complete SDLC, including vendor management
• Manage stakeholder expectations around progress, requirements gathering, solution definition, constraints, risks, and dependencies clearly and proactively
• Work with business owners to extract and formally document process flows, business rules, and detailed requirements
• Research, analyze, and produce impact assessments across teams, systems, and processes
• Apply a broad range of Business Analysis tools and techniques to ensure clarity, completeness, and shared understanding
• Work closely with vendor and technology teams to:
  • Document functional designs and sequence diagrams
  • Define work breakdown structures
  • Clearly articulate what needs to be built and tested
• Shape and contribute to innovative, practical solution designs
• Integrate business and technical perspectives into a coherent end-to-end solution vision
• Participate in and drive testing activities including test planning and scripting; test execution and defect triage
• Identify and communicate technical constraints, risks, and dependencies impacting delivery
• Lead change management efforts to drive adoption, including defining and implementing KPI / OKRs post implementation

Attributes / Required Skills

• 7-10 years’ experience as a Technical Business Analyst, Project Manager, or hybrid PM/BA in a technology or software delivery environment
• Hands-on delivery experience on projects involving Addepar (highly desirable), Total Plan Manager (aka Burgiss Caissa), Canoe Intelligence, Simcorp Dimension, Geneva, etc.
• Strong experience designing and implementing alternatives or private markets workflows across hedge funds, private equity, private debt, fund of funds and so on
• Large project experience through full SDLC, adept at Agile software delivery
• The ability to engage and communicate effectively with both internal and external stakeholders of all levels, and coordinate teams of business users and technical staff across multiple locations
• A curious and analytical approach with the ability to identify areas for process improvements or improving business functionality
• Preferred but not mandatory: Prior experience within the Financial Services industry at an Outsourced Chief Investment Office (OCIO), Wealth Management, or Asset Management firm or experience working in Alternatives via technology consultancy
• Ability to understand and query relational databases and programming languages (for example, but not limited to, SQL, Python, Java)
• Prior experience in building visual mock-ups (for example, but not limited to, using Balsamiq, Lucid, Visio)
• Proficiency in building process diagrams, creating user stories, building Gantt charts and entity relationship diagrams
• A strong academic record, or equivalent experience; a Bachelor’s degree is desirable but not essential

Equal Opportunity Employer
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