Location: London, UK or Charlottesville, VA (preferred), or select US East Coast locations (GA, FL, NC).
Do you enjoy turning business needs into clear requirements, user stories and practical technology improvements? Are you comfortable working across legal, risk, compliance and product teams to improve systems, controls and data flows? Looking for a Business Analyst role where you can build deep platform knowledge, take ownership early and work directly with senior stakeholders?
CFA Institute is looking for a Business Analyst to support our Corporate and Advisory Services (CAS) technology and process environment. This role sits close to legal, risk and control-related work, with a strong focus on platforms including LogicGate, Onit and NetDocuments. The role combines hands-on BAU platform support with project discipline. You will help migrate manual and legacy processes into more structured systems, document requirements and user stories, support enhancements and testing, and bring clearer process structure to an area where data flow, controls and operational consistency matter.
What You'll Do
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.
What We're Looking For
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.
Exposure to legal operations, compliance, risk, control, regulatory reporting, financial services or similar process-led environments would be highly relevant.
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.
Comfort using AI or LLM tools to improve productivity, analysis, documentation or process work is a useful differentiator.
Nice To Have
Experience with LogicGate, Onit or NetDocuments.
Exposure to SOX, control infrastructure, regulatory reporting, legal/risk technology or compliance operations.
Experience in a smaller organisation or team where you have had to work across several process or compliance areas rather than one narrow specialism.
Why Join Us
Build breadth across CAS, legal/risk process, product delivery and wider enterprise process improvement.
Take ownership as your knowledge grows, becoming a key point of contact for important platforms and enhancements.
Work on meaningful process and platform improvements that reduce manual work and support stronger controls.
Develop in a role that combines structured business analysis with practical project delivery and operational problem-solving.
At CFA Institute, we are committed to transparency and equity in our hiring process. In compliance with wage transparency laws in many of the jurisdictions in which we recruit, we provide the following information regarding compensation for this position: Expected salary range: US $85,000-$105,000 / UK £50,000-£60,000 per year. All salary ranges are subject to adjustment based on location, experience, education, and other factors relevant to the position. Additional benefits include eligibility for an annual incentive bonus, a 12% employer contribution to a 401(k) or pension plan, and a comprehensive medical benefits package.
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We offer a comprehensive benefits package to support our employees, including health coverage, generous time off, competitive retirement plans, flexible work options, and wellbeing and development programs. You can learn more on our careers site: Working at CFA Institute | Comprehensive Benefits
About CFA Institute
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.
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Important Message: Your application must clearly demonstrate how you meet the requirements as CFA Institute cannot make assumptions about your education, experience, or location. We thank all those who apply.
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 [email protected] 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.
Skills Required
- Experience in business analysis, process analysis, or systems analysis
- Experience supporting CAS platforms such as LogicGate, Onit or NetDocuments
- Practical exposure to Agile ways of working and Jira / Jira Product Discovery
- Experience with eliciting requirements, user stories, acceptance criteria, and process flows
- Experience supporting system enhancements, configuration, testing cycles, UAT and issue resolution
- Strong analytical and communication skills; ability to work with technical and non-technical stakeholders
- Confidence to clarify ambiguity and engage senior stakeholders professionally
- Exposure to legal operations, compliance, risk, control or regulatory reporting (financial services highly relevant)
- Comfort using AI or LLM tools to improve productivity and documentation
- Exposure to SOX, control infrastructure, legal/risk technology or compliance operations
- Experience working across multiple processes or compliance areas in smaller teams/organizations
CFA Institute Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CFA Institute and has not been reviewed or approved by CFA Institute.
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Healthcare Strength — Comprehensive medical, dental, and vision coverage alongside life and disability insurance is described as robust. These offerings are positioned as a dependable cornerstone of the package.
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Retirement Support — A generous retirement program with 401(k) and profit sharing in many locations supports long-term financial security. This element stands out within total rewards.
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Leave & Time Off Breadth — Generous paid time off, a year-end office closure, summer hours, and volunteer time underscore strong time-away support. Additional programs broaden the range of time-off options.
CFA Institute Insights
What We Do
CFA Institute is a global community of more than 175,000 investment professionals working to build an investment industry where investors’ interests come first, financial markets function at their best, and economies grow. We are driven by the belief that lasting economic growth depends on trust, competence, and transparency in financial markets, and we know that it must be led by professionals adhering to the highest levels of ethics and investment expertise. We achieve these goals by: raising standards of professional excellence in the industry; championing ethical behavior in investment markets; serving as a respected source of knowledge in investment markets; and creating a strong global community of investment professionals.
