Business Analyst

We’re looking for a Business Analyst within the Tax Managed Overlay Team, part of the Managed Account Solutions Team (MAST) to lead the strategic development, governance, and enhancement of tax-optimized managed account solutions, driving innovation, operational scalability, and platform evolution through close partnership with Portfolio Management, Product, Technology, and key business stakeholders. Responsible for identifying growth opportunities, delivering new capabilities, and advancing the firm's managed account strategy, including overlay management and the transition toward UMA solutions.

Your duties will include:

• championing transformational change and continuous improvement by identifying opportunities to enhance client experience, operational effectiveness, and platform scalability. Drive innovation initiatives by partnering with Portfolio Managers, Product Management, Technology, and key stakeholders to identify, assess, and scope requirements. Monitor industry trends, competitor offerings, and emerging developments.
• collaborating with Portfolio Managers and cross-functional teams to streamline processes, enhancing operating models, improving scalability, and increasing organizational efficiency. Evaluating alternative approaches, and recommend improvements to investment outcomes. Coaching on tools and methods for improving efficiency and effectiveness. Seeking opportunities to expand this process across the broader SMA business.
• leading the development and implementation of overlay management capabilities across third-party strategies, supporting the strategic evolution toward Unified Managed Accounts (UMA) and broader managed account platform objectives.
• overseeing the governance and oversight of tax-optimized investment models, ensuring adherence to internal model governance standards, risk controls, and regulatory requirements. Assessing alternative risk models for improvements in efficiency, cost and client outcomes.
• developing and maintaining project roadmaps, business cases, and implementation plans to support strategic initiatives and product enhancements. Establishing clear project governance, track milestones, manage dependencies, and proactively mitigate delivery risks and issues. Preparing and presenting progress updates, recommendations, and business outcomes to senior leadership.

• coordinating cross-functional delivery efforts across Investments, Product, Technology, Operations, Compliance, and Distribution teams to ensure successful execution of key initiatives.