
Business Analyst / Project Manager, Asset Management
Overview
Own a strategic transformation program for a leading financial services client, driving delivery across business and technology teams. You will bridge business needs and technical execution, managing Agile ceremonies and JIRA tracking while translating complex requirements into actionable solutions. Collaborate with stakeholders to define scope, mitigate risks, and ensure milestones ship on time. What sets this role apart is the hybrid model, 3 days onsite in Boston, blending in-person collaboration with remote flexibility, within a high-stakes asset management environment.
What You'll Do7
- 1Drive the transformation roadmap, defining scope and milestones with business and technology stakeholders.
- 2Own requirements gathering, translating business needs into user stories and functional specs in JIRA.
- 3Lead daily stand-ups, sprint planning, and retrospectives, coordinating across cross-functional teams.
- 4Manage project schedules, dependencies, and risks, escalating blockers to keep delivery on track.
- 5Partner with QA to validate test plans and ensure solutions meet acceptance criteria.
- 6Facilitate stakeholder demos and status reporting, tailoring communication for technical and non-technical audiences.
- 7Champion process improvements, adopting Agile best practices to boost team velocity.
Requirements8
- 15+ years in Business Analysis and Project Management, with 3+ years in Asset Management or financial services.
- 2Proven track record delivering transformation programs with Agile methodologies.
- 3Strong JIRA and Confluence skills, with experience creating epics, stories, and dashboards.
- 4Expertise in stakeholder management, mapping business processes with Visio or equivalent.
- 5Bachelor's degree in Finance, Business, or Technology; PMP or CBAP certification a plus.
- 6Excellent communication and presentation skills, with ability to translate complex concepts to executives.
- 7Hybrid model required: 3 days onsite in Boston, 2 days remote.
- 8Visa independent consultants only; US work authorization without sponsorship required.
Salary Insight
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