Role Summary

Join Global Investment Operations (GIO) Middle Office Distribution and Funding (MODF) team as a Lead Analyst, a senior-level role designed for experienced professionals ready to own and drive strategic transformation across Private Asset Management and Venture Capital Distribution. This position offers the opportunity to architect scalable operational solutions, lead cross-functional initiatives, and serve as a subject matter expert in the evolving landscape of agentic AI, automation, and modern investment operations.

The ideal candidate brings deep middle office operational expertise, change management discipline, project execution skills, and a proven ability to translate complex, manual processes into enterprise-grade, AI-powered operational frameworks. You will partner with leadership across Middle Office, Technology, Data, and beyond to shape the future operating model of the team.

This role offers significant visibility with senior leadership, meaningful career advancement, and the opportunity to leave a lasting impact on the firm's operational infrastructure.

Responsibilities

Middle Office Distribution and Funding Oversight:

• Help lead end-to-end oversight of Middle Office processes for Private Asset Management, Venture Capital Distribution, and Discretionary Trades.

• Design, implement, and continuously improve control frameworks and risk mitigation strategies in partnership with MODF leadership, front office, data, and technology teams

• Monitor, interpret, and communicate regulatory developments and industry best practices affecting equities and fixed income operations, translating implications into actionable operational guidance

Change Management & Business Readiness:

• Own and drive high-impact, enterprise-level change initiatives that directly shape the strategic direction of the Private Asset Management and Venture Capital Middle Office

• Design and lead end-to-end change management strategies, including impact assessments, stakeholder engagement plans, communication frameworks, and adoption measurement

• Architect and execute comprehensive rollout plans and targeted training programs, ensuring measurable, sustainable adoption across impacted teams

• Establish and maintain governance frameworks for SOPs, job aids, RACI/decision rights, and control documentation, ensuring alignment with evolving policy and regulatory expectations

• Serve as a trusted advisor to senior leaders, providing strategic counsel on change readiness, risk exposure, and organizational impact

Process Optimization & Controls:

• Lead the design and implementation of next-generation operational solutions, leveraging deep hands-on expertise with automation, agentic AI, and modern workflow tools to deliver enterprise-scale, future-ready solutions

• Architect end-to-end workflow redesigns, identifying and eliminating manual touchpoints, control gaps, and inefficiencies across the operating model

• Define and own the business analysis framework for automation, digitization, and workflow improvement initiatives, including the strategic application of emerging AI tools for exception management and operational intelligence

• Present findings, recommendations, and progress on process improvement initiatives to senior leadership, providing data-driven insights and clear executive narratives

Project & Stakeholder Management:

• Lead and own complex, multi-functional transformation projects spanning business process redesign, technology integration, and operating model enhancement — including enterprise-scale agentic AI implementations

• Serve as the primary senior point of contact for Product, Technology, External Clients, Vendors, and Investment teams, providing authoritative guidance on requirements, priorities, and delivery outcomes

• Define and own business requirements, user stories, test strategies, and UAT execution for controlled deployments, ensuring quality and alignment with strategic objectives

• Build and maintain senior-level relationships across the firm, leveraging cross-functional expertise to accelerate project outcomes and resolve escalated issues

Qualifications

Required:

• Bachelor's degree or equivalent combination of education and relevant work experience

• 8+ years of total relevant work experience

Preferred:

• Demonstrated expertise in automation, agentic AI, and change management, with a track record of successfully delivering enterprise-scale operational transformations

• 8+ years of experience in operations, process management, business analysis, or a related role within a regulated or complex environment

• Experience across multiple disciplines including operations, technology, compliance, or data functions within a complex financial services environment is highly valued

• Proven ability to architect complex process redesigns, diagnose systemic root causes, and deliver pragmatic, risk-sensitive solutions at scale

• Executive-level communication skills, with a demonstrated history of influencing senior stakeholders, leading cross-functional teams, and driving alignment across competing priorities

• Proven track record of operating with full autonomy in fast-paced, ambiguous environments with multiple high-stakes competing priorities

• Advanced proficiency with workflow automation tools, data management solutions, reconciliation platforms, and emerging AI technologies

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

Placement within the range provided above is based on the individual’s relevant experience and skills for the role.  Base salary is only one component of our total compensation package.  Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

Benefits