Business Analyst / Project Manager, Officer
$65,000–$106,250 year
On-site · Irvine, California, United States
Job Summary
Business Analyst / Project Manager (Officer) responsible for managing technology-enabled improvements across Middle Office operations. Partners with stakeholders and IT to translate requirements into deliverables, coordinates planning, risk and issue management, and ensures successful testing, implementation, and adoption of solutions. Requires strong communication, ability to document requirements and governance artifacts, and experience interfacing with Operations and Technology. Proficiency in Excel and project-tracking tools (Jira, MS Project); SQL and Python are a plus. Bachelor’s degree and 5–8 years of relevant experience in financial services environments are preferred. This on-site role (4 days/week) emphasizes structured delivery, governance, data quality, and process improvement within middle office, with potential PMP certification preferred.
Required Qualifications
- Bachelor’s degree required or equivalent professional experience
- 5–8 years of relevant experience in project management, operations, technology enablement, or financial services environments
- Experience supporting middle office, operations, or data driven initiatives preferred
- Proficiency in Microsoft Office tools (Excel, PowerPoint, Word); familiarity with Jira or Microsoft Project and VBA, SQL, Python is a plus
- Formal project management certification (e.g., PMP) preferred but not required
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