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Support the Director of Investments in research, asset allocation, portfolio management, reporting automation, and investment operations. Coordinate with internal teams and external asset managers, improve cash management and data processes, detect and correct data errors, assist in CECL allowance calculations, and provide ad-hoc analytical support.

The Senior Business Analyst serves as the subject matter expert for electronic order entry, data feeds, and eApplication platforms. Responsibilities include gathering and documenting requirements, translating business needs into functional solutions, managing requirements throughout the SDLC, supporting process improvements, troubleshooting defects, coordinating testing with vendors and distributors, and providing user training and support. The role collaborates with IT, business units, external vendors, and customers, while mentoring less experienced team members.

Lead enterprise liquidity, funding, and capital markets strategy; manage banking and investor relationships; monitor liquidity metrics; support cash forecasting, short-term liquidity optimization, and capital committee reporting; develop analytics, dashboards, and process improvements; provide strategic treasury and capital markets decision support.

Lead enterprise outsourcing strategy and execution: develop strategy, manage vendor performance, ensure risk/compliance, drive transitions and lifecycle management, align stakeholders, and lead a team to optimize cost and operational outcomes.

The Director, Investments leads investment deliverables for institutional businesses, focusing on portfolio oversight, asset liability management, strategic asset allocation, and stakeholder coordination, while mentoring team members and driving analytical initiatives.