Senior Business Analyst, Membership



Are you someone who enjoys turning complex business challenges into clear, actionable solutions? Do you thrive on asking the right questions and working through the finer details that make technology deliver real business value? Would you enjoy partnering with product managers and development teams to shape the future of CFA Institute's membership experience?

As a Senior Business Analyst, you will play a central role in delivering and enhancing the products that support CFA Institute's global membership. You'll work closely with Product Managers to translate business needs into detailed functional requirements, ensuring development teams have the clarity they need to deliver high-quality solutions.

You'll help shape the future of our membership products while improving business processes, solving complex problems and supporting initiatives that have organisation-wide impact.

What You'll Do

• Partner with Product Managers, Membership teams and Technology teams to understand business needs and translate them into detailed functional requirements.

• Lead business analysis activities across multiple initiatives, mapping processes, identifying capability gaps and recommending practical improvements.

• Create high-quality user stories, acceptance criteria, business rules and supporting documentation for development teams.

• Investigate complex business scenarios and work through detailed rules, dependencies and edge cases to ensure successful product delivery.

• Collaborate with developers, designers and stakeholders throughout the product lifecycle to clarify requirements and support implementation.

• Analyse existing systems and processes to identify opportunities for automation, efficiency and continuous improvement.

• Support roadmap planning, business case development, product rollouts, user communications and operational support.

• Explore opportunities to leverage AI tools to improve productivity, quality and delivery outcomes.

What We're Looking For

• Demonstrable experience working as a Business Analyst, Product Owner or in a similar business analysis role within technology or digital product environments.

• Strong experience gathering, documenting and translating business requirements into detailed functional specifications, user stories and acceptance criteria.

• Proven ability to work closely with cross-functional teams, particularly Product Management and software development teams.

• Excellent analytical skills with the ability to work through complex business rules, dependencies and process improvements.

• Strong attention to detail and the ability to anticipate downstream impacts and edge cases before solutions are implemented.

• Confidence to challenge assumptions, influence stakeholders and clearly explain recommendations using evidence and sound reasoning.

• Strong communication and documentation skills, with the ability to explain technical concepts to a range of audiences.

• Comfortable working in a collaborative, remote, global environment.

Why Join Us

• Help shape the future of CFA Institute's global membership products.

• Work on high-impact initiatives supporting members around the world.

• Collaborate with experienced Product Managers, Technology teams and business stakeholders across the organisation.

• Join a team focused on continuous improvement, innovation and delivering meaningful business outcomes.

• Opportunity to influence product direction while solving complex business challenges.

At CFA Institute, we are committed to transparency and equity in our hiring process. In compliance with wage transparency laws in many of the jurisdictions in which we recruit, we provide the following information regarding compensation for this position:

Expected salary range: US - $92,500 - $123,000 per year

Actual salary within the stated range will depend on the individual's experience, qualifications, skills, location, and other job-related factors. Additional benefits include eligibility for an annual discretionary incentive bonus, a 12% employer contribution to a pension plan, and a comprehensive medical benefits package.



 We offer a comprehensive benefits package to support our employees, including health coverage, generous time off, competitive retirement plans, flexible work options, and wellbeing and development programs. You can learn more on our careers site: Working at CFA Institute | Comprehensive Benefits

About CFA Institute

CFA Institute is the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we promote professional growth, uphold ethical standards, and help advance better financial markets. Join a global organization committed to putting investors first.

Follow CFA Institute on: LinkedIn | YouTube | Facebook | Instagram | WeChat | Weibo

Important Message: Your application must clearly demonstrate how you meet the requirements as CFA Institute cannot make assumptions about your education, experience, or location. We thank all those who apply.

We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee, group of employees, or prospective employee on the basis of race, color, national origin, citizenship or immigration status, religion, creed or belief, age, marital or partnership status, marital or family status, care giver status, pregnancy and maternity, sexual and other reproductive health decisions, physical abilities/qualities, disability, sexual orientation, gender, gender identity or expression, predisposing genetic characteristic, military or veteran status, status as a victim or witness of domestic violence or sex offense or stalking, unemployment status, infectious disease carrier status, migrant worker status, educational background, socio-economic status, geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment, including but not limited to, recruitment, hiring, compensation, training, development, promotion, demotion, layoff, recall, furlough, transfer, leave of absence, and dismissal. This is a global policy that applies to all CFA Institute employees, regardless of location.

If, due to a disability or current medical condition, you need an accommodation or assistance to complete a job application, you can request one at any stage of the recruitment process. Please send an email to TAHelpdesk@cfainstitute.org noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences.