BA with investment experience

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Title: BA with investment experience Remote
Client: Sapient (Financial Firm)
Department: Client Workstream / Everest Program
Reports To: Client Workstream Lead / Product Owner
Location: Boston MA (Remote)
Duration: End of 2026 (Will Extend)
Rate: 65-75/hr on W2
Visa: USC & GC (East Coast Candidate)
MOI: Video

Note:

We need a strong BA with investment experience and can work with users and understand what success looks like. Factset is required. This is a remote role and please do not send me the resumes that does not have any Investment Experience.

Keys to the Position

• Client Portal / Digital Product BA (Not a Traditional BA) Operates beyond requirements gathering shaping the client experience and product.
• FactSet Investment Data Expertise Strong understanding of performance holdings benchmarks and how data feeds client reporting/portals (FactSet preferred; Aladdin/SimCorp/Charles River acceptable).
• Knows What Good Looks Like Brings best practices from prior portal/digital implementations and can guide stakeholders.
• Strong Stakeholder Navigation Proactively identifies and engages the right stakeholders across business product and technology.
• Digital CX / UX Collaboration Experience working with UX/UI teams; ability to contribute to wireframes user journeys and screen flows.
• End-to-End Delivery Ownership Stays engaged through requirements design configuration integration testing (UAT) and go-live.
• Comfort in Large Programs Able to operate in a global matrixed transformation environment.
• Business Product Technical Blend Combines investment domain knowledge product thinking and technical/data awareness.
• Proactive Mindset Drives conversations challenges assumptions and helps shape solutions.

Job Description

We are seeking a highly motivated and experienced Business Analyst to join our program team focused on designing and implementing a Global Client Investment Portal for the Outsourced Client Investment Officers business clients. This role requires a strong emphasis on digital client experience working collaboratively with stakeholders to deeply understand client needs and identify innovative digital solutions. The successful candidate will have domain expertise in investment services and proven experience in similar digital transformation projects including close collaboration with designers and cross-functional teams.

Responsibilities

• Engage proactively with internal and external stakeholders including business users clients product owners and technology teams to identify and understand client wants needs and pain points related to digital investment services.
• Facilitate workshops interviews and discovery sessions to uncover opportunities for digital innovation and enhanced client experience within the Investment Portal.
• Translate client and business needs into clear actionable requirements user stories and acceptance criteria that guide design and development.
• Collaborate closely with UX/UI designers to ensure that digital solutions are user-centric intuitive and aligned with client expectations.
• Partner with data and technical teams to ensure requirements are feasible and implemented effectively maintaining a focus on delivering seamless digital experiences.
• Support the end-to-end delivery lifecycle including requirements gathering solution design testing (including UAT) and deployment.
• Analyze and document current and future state business processes identifying areas where digital solutions can improve efficiency and client satisfaction.
• Monitor project progress manage scope and communicate status and risks to program leadership and stakeholders.
• Advocate for the client perspective throughout the project ensuring that the portal meets or exceeds client experience standards.
• Maintain comprehensive documentation and ensure compliance with relevant regulatory and governance standards.
• Leverage domain knowledge of investment management and client servicing to anticipate challenges and recommend best practices.
• Contribute to continuous improvement initiatives by sharing insights and lessons learned from client interactions and project delivery.

Qualifications

• Proven experience as a Business Analyst on digital client experience projects ideally within investment management or financial services.
• Strong domain knowledge of client investment operations portfolio management or outsourced investment officer services.
• Demonstrated ability to work beyond traditional requirements gathering by actively engaging stakeholders to identify client needs and co-create digital solutions.
• Experience collaborating closely with UX/UI designers and development teams to deliver user-centric digital platforms.
• Skilled in facilitating workshops interviews and collaborative sessions to elicit and validate requirements.
• Familiarity with Agile methodologies and tools (e.g. JIRA Confluence) for managing user stories and backlog.
• Excellent communication interpersonal and stakeholder management skills with the ability to influence and build consensus.
• Experience supporting testing activities including user acceptance testing and defect resolution.
• Ability to work effectively in a large matrixed program environment.
• Knowledge of regulatory and compliance considerations relevant to investment client portals is advantageous.
• Bachelors degree in Business Finance Information Technology or a related field preferred.