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About the Role

This role offers the opportunity to help shape a portfolio of productivity and collaboration platforms, including Atlassian, Wrike, Lucid Suite, Zoom, and Slido, used by approximately 1,200 employees. You will partner with stakeholders to define requirements, guide product roadmaps, strengthen adoption, and ensure technology investments deliver meaningful value.

Responsibilities

Support the roadmap for an assigned portion of the employee technology portfolio, aligning priorities with stakeholder needs and organizational goals.
Identify opportunities to improve adoption, usability and value realization across in-scope platforms.
Contribute requirements and supporting analysis for business cases on new or expanded platform capability.
Serve as a day-to-day point of contact for stakeholder requests within assigned platform area(s); diagnose the underlying business need and recommend solutions that use existing capability before new procurement is considered.
Partner with Procurement, Information Security, Cloud Operations, People & Culture and business line stakeholders to support intake, review and adoption of workplace technology.
Provide consultative support to business stakeholders on configuration, best practice and use of in-scope platforms.
Support vendor relationship activities for assigned platforms, including usage and entitlement analysis, and prepare renewal and quote materials for review and negotiation.
Contribute subject-matter expertise on platform capability, licensing and configuration to inform renewal, consolidation and reclamation decisions.
Coordinate vendor-led demonstrations, enablement sessions and migration support for platform enhancements within the assigned area.
Maintain and prioritize the backlog for assigned platform area(s) based on stakeholder value, effort and risk.
Partner with platform engineering, business analysis and support resources to translate requirements into configuration and delivery.
Drive continuous improvement through user feedback, usage data and platform performance trends.
Track and report adoption, usage and satisfaction metrics for assigned platforms.
Use data to inform roadmap and portfolio recommendations to divisional leadership.
Escalate issues of the highest complexity or consequence, such as security, compliance or major vendor risk.

Requirements

Bachelor’s degree in statistics, data science, computer science, economics, or a related field, or equivalent experience
Professional experience in data analysis, reporting, or a related analytical role
Foundational knowledge of statistics, data wrangling, and visualization using tools such as Excel, SQL, and Python
Strong attention to detail and commitment to accuracy in data preparation and reporting
Ability to follow established methods and processes, while recognizing when to escalate novel or ambiguous issues
Effective written and verbal communication skills, with the ability to present findings clearly to internal stakeholders
Strong organizational skills and the ability to manage multiple assigned tasks under close supervision
Comfortable working in a collaborative, fast-paced environment
Familiarity with AI tools such as Microsoft Co-Pilot, ChatGPT, Claude, and Cursor

Skills

Excel
SQL
Python
Microsoft Co-Pilot
ChatGPT
Claude
Cursor

Location

United States

Work Type

Remote
Hybrid

Experience Level

Professional experience in data analysis, reporting, or a related analytical role

Education Level

Bachelor’s degree in statistics, data science, computer science, economics, or a related field, or equivalent experience

Salary/Compensations

$95,000 - $145,000 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.