Sr Business Analyst

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

Benefits offered by this job

Vacation time

Sick time

401(k)

Health, dental and life insurance

Job summary

Columbia Threadneedle Investments is seeking a Sr Business Analyst to support Dual Contract onboarding, reporting, and operations within the Business Management team. You will partner with Sales, Operations, Governance, Compliance, Finance, BI, Technology, and other internal teams to deliver insights, improve processes, and strengthen controls.

The role offers exposure to onboarding, governance, data reporting, and operational initiatives across a growing area of our business, with in-office

Qualifications

• Strong written and verbal communication skills to collaborate across lines and levels.
• Ability to reconcile data, identify discrepancies, and ensure reporting accuracy.
• Ability to follow established policies, procedures, and governance controls.
• Willingness to learn and adapt to new systems and processes with minimal supervision.
• Bachelor's degree or equivalent in a related field.

Responsibilities

• Perform day-to-day onboarding of dual contracts: gather instructions, assess impact, communicate requirements, track records.
• Ensure setup, maintenance, support, reconciliation, and servicing of wrap/program accounts with compliance.
• Backup for onboarding Sub Advised and Institutional Separate Accounts; assist with monthly/quarterly deliverables.
• Obtain monthly model delivery data from sponsor firms, portals, Finance, and relationship managers.
• Standardize and transform data from multiple sources for loading into reporting systems.
• Support governance activities through reporting, documentation, and coordination.
• Administer, govern, and maintain documents within Liferay; support special projects and initiatives.
• Work across teams to adapt to evolving business needs and priorities.

Skills

Communication

Data analysis

Governance

Learning agility

Team collaboration

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Liferay

Job description

About Our Company

Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.

We're intentionally built to help you succeed. Our reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.

Job Description

The Sr Business Analyst serves as a key member of the Business Management team, supporting business priorities with a primary focus on Dual Contract onboarding, servicing, reporting, and related operational processes. The role works across Business Management and partners with Sales, Operations, Governance, Compliance, Business Intelligence, Finance, Technology, and other internal teams to deliver business insights, improve operational effectiveness, strengthen controls, and support operational execution of strategic initiatives.

The individual is responsible for managing and enhancing recurring business processes, analyzing data and reporting, identifying inefficiencies and improvement opportunities, and facilitating coordination across stakeholders. Responsibilities span Dual Contract administration, business reporting, governance support, document administration, and operational support for critical business activities.

The role offers broad exposure to business operations, sales strategy, governance, reporting, and initiatives within a growing area of the business.

Key Responsibilities

• Perform the day-to-day function independently leading the onboarding of dual contracts through gathering account instructions, assessing impact, communicating requirements, tracking and managing account records
• Ensure the accurate setup, maintenance, support, reconciliation, and servicing of wrap/program accounts while maintaining compliance with firm and regulatory requirements
• Backup for onboarding Sub Advised and Institutional Separate Accounts including assisting with monthly and quarterly ad-hoc deliverables
• Obtain monthly model delivery data from sponsor firms, portals, Finance, and relationship managers
• Standardize, validate, and transform data files from multiple sources to ensure accurate and timely loading into financial reporting systems
• Support DDOF and other business governance activities through reporting, documentation, process coordination, and operational support
• Support the administration, governance, retention, and maintenance of documents within Liferay
• Support special projects, Business Management initiatives, and cross functional priorities based on evolving business needs

Required 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
• Bachelors degree or equivalent
• Knowledge of Microsoft Office applications (Word, Excel)

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Base Pay Salary

The estimated base salary for this role is $94,000- $129,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being

Benefits

• vacation time
• sick time
• 401(k)
• health, dental and life insurances

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Business Support & Operations

Line of Business

AMINV US Asset Management

Company Culture

Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential.

Equal Opportunity Employer Statement

Columbia Threadneedle is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

Accommodation for Applicants with Disabilities

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.