CFA Institute
Business Analyst, Back Office Portfolio
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Business Analyst - Corporate and Advisory Services (CAS)
Location: London, UK or Charlottesville, VA (preferred), or select US East Coast locations (GA, FL, NC)
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.
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 organization or team where you have had to work across several process or compliance areas rather than one narrow specialism.
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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.
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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 TAHelpdesk@cfainstitute.org 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.
Join a talented and diverse team supporting our mission to lead the global investment profession. When you work at CFA Institute, you become part of something bigger. We are a globally recognized organization committed to promoting the highest standards of ethics and professional excellence in the investment industry. The skills and experience you develop throughout your career directly support that mission. By investing in our people, we enable both our employees and our organization to succeed.
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
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