Associate Principal Business Analyst - InvestCloud, Inc.
Associate Principal Business Analyst role at InvestCloud, Inc.
Key Responsibilities
* Coordinate multi-workstream execution for AI & Data initiatives, maintaining plans, dependencies, risks, and decisions; prepare leadership reviews and steering materials.
* Serve as a business analyst for priority initiatives—eliciting requirements, framing use cases, defining success metrics, and partnering with product and engineering.
* Shape and maintain executive‑ready materials—story‑driven slide decks for strategy, business cases, roadmaps, OKRs, quarterly reviews, and programme updates.
* Support leadership with timely updates of the business plan, business strategy, and technical strategy, ensuring traceability from strategy to execution.
* Drive intake, prioritisation, and governance for AI & Data initiatives; track impact and adoption through dashboards and structured reporting loops.
* Partner across Product, Engineering, Legal/InfoSec/Compliance to ensure responsible AI adoption, alignment to guardrails, and smooth rollout from pilot to production.
* Contribute hands‑on to programme delivery—RAID logs, status comms, PMO artefacts, stakeholder comms, and milestone tracking; remove blockers proactively.
* Create leverage for the leadership team—own projects, conduct research/competitive scans, prepare briefings, and operate with high judgement and urgency.
* Step up to own programmes or projects directly once capacity is created and trust is established; manage execution through to measurable outcomes.
Required Experience
* 6–8 years in a strategy, programme management, product, consulting, or BA role within technology or fintech, including hands‑on execution across multiple workstreams.
* Experience implementing modern data platforms such as Snowflake and/or Databricks, and using them for AI or Analytics or data sharing use cases.
* Exposure to AI implementation projects (e.g., ML product features, AI‑assisted workflows, or enterprise AI enablement e.g. AI for Coding), with ability to translate business outcomes into technical plans.
* Strong project management and programme management capabilities: planning, dependency management, risk/issue governance, and stakeholder communications.
* Excellent communication and storytelling—able to craft compelling, executive‑ready slide decks that simplify complex topics and drive decision‑making.
* Proven business analysis skills: requirements, process mapping, use cases, acceptance criteria, baseline/target metrics, and value realisation tracking.
Preferred Skills
* Familiarity with our team’s future stack (e.g., AWS, Snowflake, Kafka, Terraform, Mage AI) and data platform modernisation practices.
* Experience coordinating rollouts with Legal, InfoSec, and Compliance to align with privacy, security, ethical AI, and IP guardrails.
* Strong executive presence and the ability to influence without authority across Product, Engineering, GTM, and Operations.
* Comfortable working at speed, with ambiguity, and in a controls environment; practical, hands‑on, and outcome‑oriented.
What Success Looks Like (First 12 Months)
* A clear backlog and programme oversight structure to communicate effectively.
* Create high‑quality, repeatable executive materials (strategy narratives, decision briefs, quarterly reviews) that leadership relies on.
* Accelerate one to two priority initiatives (e.g., data platform modernisation, AI feature rollout) by coordinating cross‑functional delivery.
* Take ownership of at least one programme/workstream and deliver measurable outcomes (e.g., adoption, cycle‑time reduction, cost efficiency, or client impact).
Compensation
The salary range will be determined based on experience, skills, and geographic location.
Education
* Bachelor’s degree required; Master’s degree or equivalent experience in business, finance, computer science, engineering, or a related field helpful.
Location and Travel
* Role based in London (LHR), UK, at least 3 days in office.
Equal Opportunity Employer
InvestCloud is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds.
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