Senior Business Analyst — Onboarding & Governance

Columbia-Threadneedle-Investments; Boston (MA); On-site; USD 94,000 - 129,000; Full time

Benefits offered by this job

Health insurance

401(k)

Dental and life insurances

Vacation and sick leave

Job summary

Columbia Threadneedle Investments is seeking a Sr Business Analyst in Boston, MA, to support Dual Contract onboarding, governance, and reporting. The role collaborates with Sales, Operations, Compliance, Finance, Technology, and other teams to drive operational effectiveness and implement strategic initiatives.

The incumbent will manage onboarding, data reconciliation, and documentation, while ensuring adherence to policies and regulatory requirements.

Qualifications

• Strong written and verbal communication skills that enable collaboration amongst all business lines and various levels of seniority to achieve results and reduce risk.
• Ability to reconcile data, identify discrepancies, and ensure reporting accuracy.
• Ability to follow established policies, procedures, and governance controls.
• Strong aptitude for learning and adapting to new systems, workflows, and operational processes with minimal supervision.
• Bachelor's degree or equivalent knowledge of Microsoft Office applications (Word, Excel).

Responsibilities

• Perform day-to-day onboarding of dual contracts, gathering account instructions, assessing impact, and tracking records.
• Ensure accurate setup, maintenance, and servicing of wrap/program accounts while maintaining compliance.
• Back up onboarding for Sub Advised and Institutional Separate Accounts including monthly/quarterly deliverables.
• Obtain monthly model delivery data from sponsor firms and related parties; standardize and load into reporting systems.
• Support governance activities through reporting, documentation, and process coordination.
• Assist with document administration and cross-functional priority projects.

Skills

Communication

Data reconciliation

Governance

Learning agility

Education

Bachelor's degree or equivalent

Tools

Microsoft Word

Microsoft Excel

Job description

Columbia Threadneedle Investments is seeking a Sr Business Analyst in Boston, MA, to support Dual Contract onboarding, governance, and reporting. The role collaborates with Sales, Operations, Compliance, Finance, Technology, and other teams to drive operational effectiveness and implement strategic initiatives.

The incumbent will manage onboarding, data reconciliation, and documentation, while ensuring adherence to policies and regulatory requirements.