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About the Role

CFA Institute is seeking a Business Analyst to support the Corporate and Advisory Services (CAS) technology and process environment. This role focuses on legal, risk, and control systems, including platforms like LogicGate, Onit, and NetDocuments. It involves migrating manual processes to structured systems, documenting requirements, supporting enhancements and testing, and improving process structure, data flow, controls, and operational consistency.

Responsibilities

Support CAS platforms including LogicGate, Onit and NetDocuments, with LogicGate expected to be a key focus over the next 12 months.
Help migrate manual, Excel-based and legacy regulatory/risk reporting processes into more structured platform workflows.
Elicit and document requirements, user stories, acceptance criteria, process flows and supporting materials.
Support system enhancements, configuration, testing cycles, UAT, issue resolution and change documentation.
Bring project discipline to small projects and enhancements through planning, milestones, toll gates and delivery follow-up.
Partner with product, legal, risk, compliance, engineering and business stakeholders to translate needs into practical solutions.
Contribute to process improvements that improve efficiency, controls, data integrity and automation across the back-office portfolio.

Requirements

Experience in business analysis, process analysis or systems analysis, with evidence of turning business needs into clear requirements and documentation.
Practical exposure to Agile ways of working, Jira/Jira Product Discovery, user stories, acceptance criteria or similar delivery tools.
Experience supporting system enhancements, process workflows, UAT/testing, issue resolution or operational platform change.
Strong analytical and communication skills, with the ability to work with technical and non-technical stakeholders.
Confidence to ask questions early, clarify ambiguity and work with senior stakeholders in a thoughtful and professional way.

Skills

LogicGate
Onit
NetDocuments
Agile
Jira
Jira Product Discovery
User stories
Acceptance criteria
AI
LLM tools

Location

London, UK
Charlottesville, VA
US East Coast locations (GA, FL, NC)

Work Type

Full-time

Experience Level

Senior

Salary/Compensations

US $85,000-$105,000 per year
UK £50,000-£60,000 per year

Benefits

Eligibility for an annual incentive bonus
12% employer contribution to a 401(k) or pension plan
Comprehensive medical benefits package
Generous time off
Competitive retirement plans
Flexible work options
Wellbeing and development programs

About the Company

CFA Institute is the global leader in investment excellence and ethics.
With nearly 200,000 charterholders across 160 markets, we promote professional growth, uphold ethical standards, and help advance better financial markets.
Join a global organization committed to putting investors first.

Equal Opportunity

We are an Equal Opportunity Employer.
CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee, group of employees, or prospective employee on the basis of race, color, national origin, citizenship or immigration status, religion, creed or belief, age, marital or partnership status, marital or family status, care giver status, pregnancy and maternity, sexual and other reproductive health decisions, physical abilities/qualities, disability, sexual orientation, gender, gender identity or expression, predisposing genetic characteristic, military or veteran status, status as a victim or witness of domestic violence or sex offense or stalking, unemployment status, infectious disease carrier status, migrant worker status, educational background, socio-economic status, geographic location and culture or any other basis protected by applicable law.
This policy impacts all aspects of employment, including but not limited to, recruitment, hiring, compensation, training, development, promotion, demotion, layoff, recall, furlough, transfer, leave of absence, and dismissal.
This is a global policy that applies to all CFA Institute employees, regardless of location.
If, due to a disability or current medical condition, you need an accommodation or assistance to complete a job application, you can request one at any stage of the recruitment process. Please send an email to TAHelpdesk@cfainstitute.org noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences.