Senior Business Analyst

Geode Capital Management, LLC; Boston (MA); Hybrid; USD 120,000 - 170,000; Full time

Benefits offered by this job

401K Matching and Annual Profit Shared

$2,500 annual charitable match

Health Savings Accounts

Medical and Dependent Care Flexible-S

Tuition Reimbursement / CFA and Cert.

Student Debt Employer Contributions

Fitness Reimbursement

Employee Referral Bonus Program

Generous Time off (PTO & Volunteer)

Adoption and Surrogacy Assistance

Supplemental Benefits: Vol Life, AD&D,

Commuter Benefits 50% transit

Employee discount programs

Volunteer opportunities and events

Family care assistance

Hybrid working arrangements

Job summary

Geode Capital Management, a Boston-based global systematic investment manager, is seeking a Senior Business Analyst – Data to lead enterprise data capabilities. You will partner with stakeholders, translate complex business needs into detailed requirements, and collaborate with data engineers and product teams across the solution lifecycle.

The role emphasizes data quality, APIs, and governance in a high-impact asset management environment.

Qualifications

• Bachelor’s degree required; 8+ years in business/data analysis or related roles
• Experience gathering/documenting requirements for enterprise data, reporting, analytics, or technology initiatives
• Strong understanding of data warehousing, data governance, data quality, and API integrations

Responsibilities

• Partner with stakeholders to understand, document, and prioritize data-related requirements
• Analyze current data processes, flows, and workflows to identify improvements
• Translate business needs into functional requirements, user stories, and acceptance criteria
• Collaborate with Product Managers, Data Engineers, Architects, and Operations throughout delivery lifecycle
• Support expansion of operational data stores and related enterprise data capabilities

Skills

Strong analytical & problem-solving

Excellent communication & stakeholder

Documentation skills

Data-driven decision making

Education

Bachelor’s degree in Business, Finance, CS or related field

Tools

AWS

Snowflake

DBT

Tableau

REST APIs

Cloud-native architectures

Job description

Geode Capital Management is a global systematic investment manager.

With a robust infrastructure and talented investment professionals, Geode offers clients the scale of a large asset management firm, with benefits of a versatile platform - flexibility and customization. Our firm is able to offer institutional investors the essential building blocks for today's changing investment landscape.

The talent we hire at Geode today helps us shape the future of investment management tomorrow, while allowing individuals to thrive and grow in a positive dynamic environment. Geode seeks to enhance the employee experience with a culture of engagement, wellness, and inclusion.

Our headquarters are located in Boston’s financial district, the center of one of the world’s most vibrant finance and technology hubs.

Workplace Inclusion Statement:Geode recognizes the value that employees' individual differences can bring to the workplace. These differences may include attributes such as gender, race, ethnicity, sexual orientation or age, and may also include differences in styles of work, communications or thinking. The firm endeavors to createan inclusive work environment:

• That supports the firm’s beliefs, values and business objectives
• That fully leverages all employees' contributions to Geode's success
• Where employees are treated with dignity and respect
• That challenges employees to grow and develop professionally
• That fosters innovation and creativity
• That encourages employees to demonstrate initiative, individual responsibility and teamwork to achieve business goals

Partnerships:

Geode supports inclusivity and gender equality through various corporate partnerships. In addition, Geode supports many other organizations that coincide with our mission to enhance our community.

EMPLOYEE CONNECTION THROUGH EMPLOYEE RESOURCE GROUPS

Our people are our greatest asset. As a firm, we all come together daily for a morning meeting where we review market highlights and share any firm updates or announcements.

Our Employee Resource Groups provide opportunities for our employees to connect internally and externally, create informal mentoring relationships and strengthen their leadership skills.

The Geode Women’s Exchange’s mission is to motivate, challenge, encourage and support Geode's employees with a focus on Geode's female representation. WE! is designed to help female professionals both personally and professionally, as well as be a resource to others at the firm and to give back to those less fortunate outside of the firm.

GDI encourages a positive work environment by actively contributing to Geode’s mission and, values and promoting diversity and inclusion. GDI helps to further enhance the Geode community and focuses on efforts such as internal and external awareness building, community engagement and professional development.

EVOLVE's mission is to establish firm initiatives around culture, value and purpose to shape the future of work and create initiatives that make Geode a great place to work.

Geode Capital Management provides a generous and comprehensive benefit package. In addition to our Medical, Dental, and Vision Insurance plans, we offer:

• 401K Matching and Annual Profit Sharing Contributions
• $2,500 annual charitable match
• Health Savings Accounts
• Medical and Dependent Care Flexible Spending Accounts
• Tuition Reimbursement / CFA and Certificate Reimbursements
• Student Debt Employer Contributions
• Fitness Reimbursement
• Employee Referral Bonus Program
• Generous Time off package that includes PTO and Volunteer Time Off
• Adoption and Surrogacy Assistance
• Supplemental Benefits including Voluntary Life, AD&D, STD and LTD
• Commuter Benefits including 50% share of transit expense
• Employee discount programs
• Volunteer opportunities and employee events
• Family care assistance
• Hybrid working arrangements

Position

Senior Business Analyst – Data

Location

Boston, MA

Job Id

475

# of Openings

1

Geode Capital Management, LLC is actively searching for a full-time Senior Business Analyst – Data to support the expansion and adoption of enterprise data capabilities across the organization. This role will serve as a key liaison between business stakeholders, product managers, data engineering teams, and technology leadership to ensure enterprise data solutions effectively meet business, operational, reporting, and analytical needs.

The Senior Business Analyst will play a critical role in identifying business requirements, analyzing data processes and workflows, defining functional specifications, supporting data modernization initiatives, and driving successful delivery of enterprise data solutions. The ideal candidate combines strong analytical skills, asset management domain expertise, data knowledge, and the ability to translate complex business needs into actionable requirements.

This role is based in our office in Boston, Massachusetts. You are required to follow the firm’s policy on in-office attendance. Our current policy requires in-office attendance on Tuesday, Wednesday, and Thursday, and then provides an option to work remotely on Monday and Friday. Please note that Geode may modify this policy at any time.

Key Responsibilities

• Partner with business stakeholders to understand, document, and prioritize data-related business requirements.
• Analyze current state business processes, data flows, and operational workflows to identify opportunities for improvement and automation.
• Translate business needs into detailed functional requirements, user stories, process flows, and acceptance criteria.
• Collaborate with Product Managers, Data Engineers, Architects, and Operations teams throughout the solution delivery lifecycle.
• Support the continued expansion of Geode’s operational data stores and related enterprise data capabilities by identifying new data requirements and onboarding opportunities.
• Facilitate requirements gathering sessions, stakeholder workshops, and process reviews across business and technology teams.
• Document source-to-target data mappings, business rules, data definitions, and operational process requirements.
• Assist in prioritizing enhancements and roadmap initiatives based on business value, operational impact, and stakeholder needs.
• Develop and maintain business process documentation, workflow diagrams, and requirements traceability artifacts.
• Analyze data quality issues and partner with engineering teams to define remediation requirements and validation criteria.
• Conduct reviews of data contracts, API specifications, and integration requirements to ensure consistency, completeness, data quality, and alignment with enterprise standards
• Support the design and adoption of enterprise data APIs and reusable data services by documenting consumer requirements and business use cases.
• Participate in testing activities, including test planning, user acceptance testing (UAT), validation of requirements, and defect triage.
• Assist in defining data quality, completeness, timeliness, and operational reporting requirements.
• Support operational reviews, incident investigations, root cause analysis, and continuous improvement initiatives.
• Collaborate with stakeholders to identify reporting, analytics, and operational data needs across the organization.
• Promote strong Agile delivery practices, transparency, stakeholder communication, and data-driven decision making.

Skills You Bring

• Bachelor’s degree in Business, Finance, Computer Science or a related field.
• 8+ years of experience in Business Analysis, Product Analysis, Data Analysis, Project Management, or related roles, preferably within Asset Management, Investment Management, or Financial Services.
• Demonstrated experience gathering and documenting requirements for enterprise data, reporting, analytics, or technology initiatives.
• Strong understanding of operational data stores, data warehousing, data governance, data quality, reporting, and API-based integrations.
• Experience documenting business processes, functional specifications, user stories, use cases, and data requirements.
• Strong analytical and problem-solving skills with the ability to understand complex business and data workflows.
• Experience collaborating with both business stakeholders and technical teams to deliver scalable solutions.
• Familiarity with modern data technologies such as AWS, Snowflake, DBT, Tableau, REST APIs, and cloud-native architectures.
• Experience supporting Agile delivery teams and participating in backlog refinement, sprint planning, and user acceptance testing.
• Excellent communication, facilitation, stakeholder management, and documentation skills.
• Ability to influence decisions through analysis, business case development, and fact-based recommendations.
• Techno-functional mindset with a passion for improving business processes and delivering high‑quality data solutions that create measurable business value.

Company Overview

Founded in 2001, Geode is headquartered in Boston’s financial district, the center of one of the world’s most vibrant finance and technology hubs and employs approximately200 employees.

Geode is an institutional asset manager providing core beta exposures across a range of equity and niche asset classes, with over $2 trillion. With robust infrastructure and experienced investment professionals, Geode offers the scale of a large asset management firm with the benefits of a smaller organization.

Our compensation philosophy is designed to attract, motivate, and retain top talent. We are committed to ensuring that compensation reflects the value our employees bring to Geode. Employees at all levels are eligible to receive a combination of base salary, variable compensation, and a comprehensive benefits package. Compensation decisions are informed by a range of factors including role, experience, education, and skillset.

Our benefits program is designed to support employees both professionally and personally, offering comprehensive health coverage, 401(k) matching, annual profit sharing, paid parental leave, and generous time off. We also provide tuition and certification reimbursement, student loan support, fitness reimbursement, commuter subsidy, charitable donation matching, family care assistance including a backup care benefit, adoption and surrogacy support. Hybrid work arrangements and a culture that encourages community engagement through volunteer opportunities and employee events further enhance the employee experience at Geode.

Geode is proud to be an equal opportunity employer and support a diversified work environment. Learn more about Geode at www.geodecapital.com/careers .

Geode is proud to be an equal opportunity employer and we recognize the value that employees' individual differences can bring to the workplace.

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