We are looking for a Sr. Business Analyst who will work with business and technology stakeholders to capture and communicate requirements for enhancements to business processes and information systems.  

In this role, you will…

• Gather, analyze, validate, and clearly communicate business, functional, and quality-of-service requirements for assigned projects.
• Evaluate information critically, reconciling inputs from multiple sources, breaking down high‑level concepts into actionable details, and distinguishing user requests from true underlying needs.
• Collaborate with project sponsors and product owners to ensure requirements align with business objectives, and support agile delivery teams by clarifying requirements throughout the project lifecycle.
• Contribute to cost‑benefit analysis to help stakeholders make informed strategic and tactical decisions.
• Participate in industry working groups or councils, leading discussions to define requirements for enhancements or changes to Fundserv standards and helpfile documentation.
• Act as a thought leader, identifying opportunities for improvement and helping define best practices and methodologies for Business Analysis activities.
• Coordinate user acceptance testing (UAT) with end users to ensure solutions meet business needs.

Why you are the person we’re looking for…

You’ve demonstrated the ability to do the following, gained through education and/or experience:

• Apply strong analytical and critical thinking skills, interpreting customer business needs and translating them into clear functional and operational requirements.
• Use effective facilitation and presentation skills to articulate business problems and lead discussions with a broad range of stakeholders in a collaborative, working‑group environment.
• Communicate with excellence—both verbally and in writing—and build strong professional relationships with executives, managers, and subject matter experts.
• Manage multiple initiatives simultaneously, balancing priorities while maintaining high-quality outcomes.
• Communicate requirements using multiple techniques—written, visual, and otherwise—tailored to the needs and preferences of the audience.
• Solid understanding of Fundserv business processes, service offerings, customer operations and standards.
• Understanding of various requirements analysis and modeling techniques.

The following is not required but will be a bonus:

• Knowledge of Fundserv standards helpfile
• Mutual fund back-office experience Dealer or Manufacturer
• JIRA and Confluence
• Experience on projects implementing Chatbot or AI LLM

Fundserv will cover the cost of maintaining your CBAP or PMI-PBA designations.

Starting base salary range: $95,000 - $105,000/year

AI Statement

• Fundserv leverages the use of artificial intelligence (AI) to support our recruitment process through assistance with initial resume screening. However, AI is not used to make final assessment, selection or hiring decisions, and the hiring team maintains oversight over the end-to-end recruitment process. 

This job posting is for an existing vacancy.