Sr Business Analyst

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

About Our CompanyWorking 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 DescriptionThe 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 ResponsibilitiesPerform 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 QualificationsStrong 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 equivalentKnowledge of Microsoft Office applications (Word, Excel)Visa SponsorshipApplicants 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 CollaborationWe 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 SalaryThe 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, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.Full-Time/Part-TimeFull timeExempt/Non-ExemptExemptJob Family GroupBusiness Support & OperationsLine of BusinessAMINV US Asset ManagementColumbia 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.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.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.