Sr Business Analyst

00036 Columbia Mgmt Invst Adv LLC; Boston (MA); On-site; USD 94,000 - 129,000; Full time

Benefits offered by this job

Vacation time

401(k)

Health, dental and life insurances

Job summary

Columbia Threadneedle Investments is seeking a Sr. Business Analyst to join the Business Management team.

The role focuses on Dual Contract onboarding, servicing, reporting, and supporting operational processes across multiple internal partners. You will manage recurring processes, analyze data for insights, strengthen controls, and coordinate with Sales, Operations, Governance, Finance, and Technology to drive initiatives.

Qualifications

• Bachelors degree or equivalent.
• Strong written and verbal communication skills.
• Ability to reconcile data and ensure reporting accuracy.
• Ability to follow established policies, procedures, and governance controls.
• Proven aptitude for learning and adapting to new systems with minimal supervision.

Responsibilities

• Lead onboarding of dual contracts and manage account records.
• Ensure accurate setup, maintenance, and servicing of wrap/program accounts.
• Coordinate monthly/quarterly ad-hoc deliverables.
• Provide governance-related reporting and process support.
• Maintain documents in Liferay and support major initiatives.

Skills

Communication skills

Data reconciliation

Governance & policies

Learning agility

Microsoft Office

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

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.

Variable pay in the form of bonus, commissions, and/or long-term incentives may be available.

Benefits

• including but not limited to vacation time, sick time, 401(k), and 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

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. 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. Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation. For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact. As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers: Ameriprise Financial: Financial planning, advice and wealth management. Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients. RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth.