Senior Business Analyst, AI Transformation

CFA Institute; United States; Remote; USD 100,000 - 115,000; Full time

Job summary

Join a leading organization as a Senior Business Analyst for AI Transformation. You will drive innovation by implementing AI solutions to enhance efficiency and decision-making. Collaborate with teams to design training and ensure effective adoption of new technologies.

Benefits

Comprehensive health coverage

Generous leave and time off

Competitive retirement plans

Flexible work options

Wellness, education, and support programs

Qualifications

• Experience with enterprise AI platforms.
• Strong analytical, communication, and problem-solving skills.

Responsibilities

• Analyze and improve business processes using AI.
• Lead research and pilot projects for AI solutions.
• Design training to empower staff with AI capabilities.

Skills

Analytical

Communication

Problem Solving

Education

Bachelor’s degree in instructional design

Tools

OpenAI

Microsoft Copilot

Lumen 5

ElevenLabs

Articulate RISE

Job description

Lead the Future of AI Transformation at CFA Institute

Are you passionate about driving innovation through emerging AI technologies? CFA Institute is looking for a strategic, collaborative, and forward-thinking Senior Business Analyst, AI Transformation to join our Strategic Operations team. In this role, you'll spearhead efforts to explore, evaluate, and implement AI-powered solutions that transform how we work—enhancing efficiency, learning, and decision-making across the organization.

What You’ll Do

• Analyze and Improve Business Processes (20%)
  Identify AI-driven transformation opportunities by assessing current workflows. Develop and document detailed business and functional requirements.

• Discover and Evaluate AI Solutions (20%)
  Lead research and pilot projects to assess the feasibility and ROI of AI tools and platforms, translating technical capabilities into real-world business value.

• Collaborate Across Teams to Enable Change (20%)
  Act as a bridge between technical experts, business stakeholders, and vendors to ensure AI solutions are aligned with organizational strategy and stakeholder needs.

• Design Learning and Drive Adoption (40%)
  Develop engaging, learner-focused training (especially within Canvas) to empower staff with new AI capabilities. Champion adoption through effective instructional design and change management best practices.

What You’ll Bring

Minimum Qualifications

• Bachelor’s degree in instructional design, learning science, or a related field

• Experience with enterprise AI platforms (e.g., OpenAI, Microsoft Copilot)

• Proven experience with MS Copilot, OpenAI, Lumen 5, ElevenLabs, Articulate RISE

• Strong analytical, communication, and problem-solving skills

• Ability to manage multiple priorities and work effectively with global teams

• High level of professional maturity and stakeholder engagement experience

Preferred Qualifications

• Deep enthusiasm for AI innovation and emerging technologies

• Experience designing and delivering interactive, digital learning experiences

• Familiarity with organizational change management and user adoption strategies

• Consulting experience or prior role in digital transformation initiatives

Why Join Us?

At CFA Institute, you'll be part of a purpose-driven global organization committed to shaping a more trustworthy financial industry. You’ll work in a collaborative and forward-looking environment that values continuous learning, innovation, and diverse perspectives. We invest in our people and offer the opportunity to make a meaningful impact through transformational work.

At CFA Institute, we are committed to transparency and equity in our hiring process. In compliance with wage transparency laws in many of the jurisdictions in which we recruit, we provide the following information regarding compensation for this position:

Expected salary range: $100,000 - $115,000 annually

Other benefits include eligibility for annual incentives, 12% pension employer contribution, and competitive medical benefits.

All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position. CFA Institute is an equal opportunity employer and encourages applications from all qualified individuals.

About CFA Institute

CFA Institute are the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we drive professional growth, ethical behavior, and better markets. We care about our employees’ well-being, offering industry-leading benefits like:

• Comprehensive health coverage for you and your family

• Generous leave and time off

• Competitive retirement plans

• Flexible work options

• Wellness, education, and support programs

If you feel this opportunity could be the next step in your career, we encourage you to click “Apply” and complete our three-minute application.

Be part of a team committed to putting investors first and growing economies. Follow us @CFAInstitute on LinkedIn and X.

Important Message: Your application must clearly demonstrate how you meet the requirements as CFA Institute cannot make assumptions about your education, experience, or location. We thank all those who apply. Only those selected for further consideration will be contacted.

We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee, group of employees, or prospective employee on the basis of race, color, national origin, citizenship or immigration status, religion, creed or belief, age, marital or partnership status, marital or family status, care giver status, pregnancy and maternity, sexual and other reproductive health decisions, physical abilities/qualities, disability, sexual orientation, gender, gender identity or expression, predisposing genetic characteristic, military or veteran status, status as a victim or witness of domestic violence or sex offense or stalking, unemployment status, infectious disease carrier status, migrant worker status, educational background, socio-economic status, geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment, including but not limited to, recruitment, hiring, compensation, training, development, promotion, demotion, layoff, recall, furlough, transfer, leave of absence, and dismissal. This is a global policy that applies to all CFA Institute employees, regardless of location.

If, due to a disability or current medical condition, you need an accommodation or assistance to complete a job application, you can request one at any stage of the recruitment process. Please send an email to [e-mail] noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences.

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