Lead Analyst, Middle Office Distribution and Funding (Private Assets Change Management)

About the role

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.

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

• Bachelor's degree or equivalent combination of education and relevant work experience
• 8+ years of total relevant work experience
• 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
• Prominent 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 ability to operate 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.

Benefits

Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits