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Business Analyst
Quincy, MAApril 5th, 2026
Our client is a leading global financial services firm seeking a detail-oriented Business Analyst / Project Manager to support key operational and client-facing initiatives. This role will focus on improving internal processes, supporting regulatory efforts, and enhancing data-driven workflows across the organization.Responsibilities:Support the implementation of technology solutions to streamline manual processes and improve operational efficiency.Manage shared inboxes, track incoming requests, and ensure timely escalation of priority items.Coordinate team workflows by monitoring task assignments and balancing workloads across analysts.Assist with regulatory and compliance-related projects, including data migration and investor documentation.Attend meetings, document key decisions, and track follow-ups to ensure timely execution.Organize and maintain process documentation, ensuring consistency and scalability across teams.Support KYC/AML processes and client communication workflows.Collaborate with internal teams, including compliance and reporting, to support ongoing initiatives such as Form PF filings.Qualifications:3 years + of experience in project management, business analysis, or operations within financial services.Strong analytical and problem-solving skills with the ability to manage multiple priorities.Advanced proficiency in Microsoft Excel and PowerPoint.Familiarity with KYC/AML requirements and regulatory processes within investment management or fund administration.Highly organized, detail-oriented, and proactive with strong follow-through.Comfortable working with technology platforms and tools to improve operational workflows.
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