Sr Business Analyst

Location: Boston, Massachusetts

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.

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.