Sr Business Analyst

ameriprise; United States; On-site; USD 94,000 - 129,000; Full time

Job summary

Columbia Threadneedle Investments seeks a Sr Business Analyst to support Dual Contract onboarding, servicing, reporting, and operational processes. You will collaborate across Sales, Operations, Governance, Compliance, Finance and Technology to deliver insights and strengthen controls.

The role offers exposure to onboarding, governance, data transformation, and monthly/quarterly deliverables, with in-office collaboration across business lines in the United States.

Qualifications

• Bachelor's degree or equivalent.
• Strong written and verbal communication.
• Knowledge of Microsoft Office applications (Word, Excel).

Responsibilities

• Lead onboarding of dual contracts and coordinate with account instructions and requirements.
• Ensure accurate setup, maintenance, and servicing of wrap/program accounts in line with regulatory standards.
• Provide monthly/quarterly reporting, governance support, and document administration.
• Support data governance activities, data transformation, and reconciliation across multiple sources.
• Coordinate with sponsor firms, relationship managers, and internal teams for timely data delivery.
• Assist with onboarding Sub Advised and Institutional Separate Accounts and related ad-hoc deliverables.
• Manage documentation and governance retention within Liferay and related systems.

Skills

Communication skills

Data reconciliation

Policy adherence

Learning new systems

Education

Bachelor's degree or equivalent

Tools

Microsoft Office Suite

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, including but not limited