Senior Business Analyst
Posted
Summary
Senior business analyst (data focus) at an institutional asset manager, serving as liaison between business stakeholders and data/technology teams. Gathers and documents data requirements, functional specs, and data mappings, supports data quality and enterprise data APIs, and helps deliver solutions using AWS, Snowflake, DBT, Tableau, and REST APIs.
Geode Capital Management, LLC is actively searching for a full-time Senior Business Analyst – Data to support the expansion and adoption of enterprise data capabilities across the organization. This role will serve as a key liaison between business stakeholders, product managers, data engineering teams, and technology leadership to ensure enterprise data solutions effectively meet business, operational, reporting, and analytical needs.
The Senior Business Analyst will play a critical role in identifying business requirements, analyzing data processes and workflows, defining functional specifications, supporting data modernization initiatives, and driving successful delivery of enterprise data solutions. The ideal candidate combines strong analytical skills, asset management domain expertise, data knowledge, and the ability to translate complex business needs into actionable requirements.
This role is based in our office in Boston, Massachusetts. You are required to follow the firm’s policy on in-office attendance. Our current policy requires in-office attendance on Tuesday, Wednesday, and Thursday, and then provides an option to work remotely on Monday and Friday. Please note that Geode may modify this policy at any time.
Key Responsibilities
- Partner with business stakeholders to understand, document, and prioritize data-related business requirements.
- Analyze current state business processes, data flows, and operational workflows to identify opportunities for improvement and automation.
- Translate business needs into detailed functional requirements, user stories, process flows, and acceptance criteria.
- Collaborate with Product Managers, Data Engineers, Architects, and Operations teams throughout the solution delivery lifecycle.
- Support the continued expansion of Geode’s operational data stores and related enterprise data capabilities by identifying new data requirements and onboarding opportunities.
- Facilitate requirements gathering sessions, stakeholder workshops, and process reviews across business and technology teams.
- Document source-to-target data mappings, business rules, data definitions, and operational process requirements.
- Assist in prioritizing enhancements and roadmap initiatives based on business value, operational impact, and stakeholder needs.
- Develop and maintain business process documentation, workflow diagrams, and requirements traceability artifacts.
- Analyze data quality issues and partner with engineering teams to define remediation requirements and validation criteria.
- Conduct reviews of data contracts, API specifications, and integration requirements to ensure consistency, completeness, data quality, and alignment with enterprise standards
- Support the design and adoption of enterprise data APIs and reusable data services by documenting consumer requirements and business use cases.
- Participate in testing activities, including test planning, user acceptance testing (UAT), validation of requirements, and defect triage.
- Assist in defining data quality, completeness, timeliness, and operational reporting requirements.
- Support operational reviews, incident investigations, root cause analysis, and continuous improvement initiatives.
- Collaborate with stakeholders to identify reporting, analytics, and operational data needs across the organization.
- Promote strong Agile delivery practices, transparency, stakeholder communication, and data-driven decision making.
Skills You Bring:
- Bachelor’s degree in Business, Finance, Computer Science or a related field.
- 8+ years of experience in Business Analysis, Product Analysis, Data Analysis, Project Management, or related roles, preferably within Asset Management, Investment Management, or Financial Services.
- Demonstrated experience gathering and documenting requirements for enterprise data, reporting, analytics, or technology initiatives.
- Strong understanding of operational data stores, data warehousing, data governance, data quality, reporting, and API-based integrations.
- Experience documenting business processes, functional specifications, user stories, use cases, and data requirements.
- Strong analytical and problem-solving skills with the ability to understand complex business and data workflows.
- Experience collaborating with both business stakeholders and technical teams to deliver scalable solutions.
- Familiarity with modern data technologies such as AWS, Snowflake, DBT, Tableau, REST APIs, and cloud-native architectures.
- Experience supporting Agile delivery teams and participating in backlog refinement, sprint planning, and user acceptance testing.
- Excellent communication, facilitation, stakeholder management, and documentation skills.
- Ability to influence decisions through analysis, business case development, and fact-based recommendations.
- Techno-functional mindset with a passion for improving business processes and delivering high-quality data solutions that create measurable business value.
Company Overview:
Founded in 2001, Geode is headquartered in Boston’s financial district, the center of one of the world’s most vibrant finance and technology hubs and employs approximately 200 employees.
Geode is an institutional asset manager providing core beta exposures across a range of equity and niche asset classes, with over $2 trillion. With robust infrastructure and experienced investment professionals, Geode offers the scale of a large asset management firm with the benefits of a smaller organization.
Our compensation philosophy is designed to attract, motivate, and retain top talent. We are committed to ensuring that compensation reflects the value our employees bring to Geode. Employees at all levels are eligible to receive a combination of base salary, variable compensation, and a comprehensive benefits package. Compensation decisions are informed by a range of factors including role, experience, education, and skillset.
Our benefits program is designed to support employees both professionally and personally, offering comprehensive health coverage, 401(k) matching, annual profit sharing, paid parental leave, and generous time off. We also provide tuition and certification reimbursement, student loan support, fitness reimbursement, commuter subsidy, charitable donation matching, family care assistance including a backup care benefit, adoption and surrogacy support. Hybrid work arrangements and a culture that encourages community engagement through volunteer opportunities and employee events further enhance the employee experience at Geode.
Geode is proud to be an equal opportunity employer and support a diversified work environment. Learn more about Geode at .