Job Title: Business Analyst

Introduction/Overview:
We are seeking a seasoned Business Analyst with a strong background in Information Technology and Software Development, specifically within the mutual funds industry. The ideal candidate will be instrumental in driving strategic initiatives aimed at enhancing operational efficiencies, fostering innovation, and aligning IT solutions with business objectives in a dynamic financial landscape. This role requires a deep understanding of fund management practices and the ability to leverage technology to meet organizational needs.

Roles & Responsibilities:
- Develop and refine business strategies aligned with mutual fund management and organizational goals.
- Analyze fund performance, market trends, and investor demographics to support strategic decisions and product enhancements.
- Manage the entire lifecycle of fund offerings, ensuring compliance with regulatory bodies such as the SEC and FINRA.
- Facilitate effective stakeholder communication and provide insights on fund strategies and performance metrics.
- Drive continuous improvement by leading data analysis initiatives and implementing risk management strategies.
- Collaborate with cross-functional teams to gather user stories and deliver IT solutions that enhance user experience and operational efficiency.
- Serve as a mentor and leader within the team, promoting innovation, accountability, and continuous learning.
- Oversee the development and maintenance of client reporting systems and electronic trading platforms.
- Conduct due diligence and ensure operational excellence in all aspects of fund operations.

Years of Experience: 11 to 20 years

Education Qualification: Master of Business Administration (MBA)

Skills/Knowledge:
- Expertise in fund performance analysis, investment strategies, and regulatory compliance (SEC, FINRA).
- Proficient in financial modeling, market trend analysis, and investor demographics.
- Strong knowledge of mutual fund tax regulations, fund operations, and administration.
- Familiarity with tools such as Morningstar, Bloomberg, and Charles River Development.
- Advanced skills in business analysis, requirements engineering, and business process modeling.
- Proficient in Agile Scrum methodologies, including sprint management, planning, and monitoring.

Key Competencies:
- Strategic planning and execution
- Effective stakeholder communication
- Leadership in continuous improvement processes
- Team leadership and mentorship
- Regulatory compliance management
- Advanced data analysis and decision-making

Domain/Industry: Mutual Funds Industry

Employment Type: Full-time, Part-time, Contract, Temporary

Company Overview:
Join a forward-thinking organization that values a vibrant company culture, driven by a clear mission and vision, and holds a strong market position. Our environment encourages innovation and supports your professional growth.

Benefits & Opportunities:
- Competitive salary and comprehensive health benefits.
- Retirement plans and incentives.
- Opportunities for career growth and professional development.
- Commitment to work-life balance.

Location & Travel:
- Flexible work locations with options for Remote, On-site, or Hybrid arrangements.
- Some travel may be required depending on project needs and collaboration opportunities.

This position offers a unique opportunity to influence the strategic direction of a leading firm in the mutual funds industry, leveraging your expertise in business analysis and fund management to make a significant impact.