Principal Business Analyst
CFA InstituteThe Principal Business Analyst provides expert-level business analysis leadership across complex initiatives, enterprise-scale programs, and cross-functional domains. This position is responsible for leading requirements strategy, advanced process and systems analysis, enterprise business analysis, feasibility studies, and governance of business analysis practices. The Principal Business Analyst applies deep analytical expertise, systems thinking, and structured problem-solving to ambiguous, multi-dimensional challenges. The role collaborates closely with senior leaders, architects, engineers, data teams, and business stakeholders to define solution scope, guide decision-making, and ensure technology investments maximize organizational value. This position strengthens organizational maturity in analysis, discovery, change strategy, and continuous improvement.
What You’ll Do
Lead enterprise-level requirements elicitation, analysis, validation, and traceability across highly complex or multi-system initiatives.
Translate strategic business needs into detailed functional and technical specifications.
Establish requirements quality standards, verification processes, and change-control practices.
Guide product teams and stakeholders in prioritization and solution evaluation.
Document and model complex as-is and to-be processes, data flows, integrations, and organizational impacts.
Conduct advanced gap analyses and define transition states aligned to business and technology strategy.
Perform feasibility assessments and cost-benefit analyses to support investment decisions.
Interpret enterprise business needs and recommend solution approaches at business-unit or organizational scale.
Lead data analysis activities, including synthesis of insights from diverse sources to identify trends, risks, and opportunities.
Define data requirements, influence data architecture and modeling discussions, and contribute to reporting specifications.
Advise on data governance, data integrity, and database specifications.
Serve as the analytical lead during discovery, scoping, solution evaluation, and roadmap definition.
Partner with UX, architecture, software engineering, data engineering, data science, and QA to translate requirements into actionable build specifications.
Support release planning, enterprise readiness assessment, user acceptance testing, and post-launch validation.
Facilitate complex workshops, decision-making forums, and cross-functional alignment sessions.
Present findings and strategic recommendations to senior leaders.
Lead governance processes for business analysis activities including standards, metrics, and quality assessments.
Identify opportunities to optimize processes, reduce friction, and improve analytical rigor across the organization.
What We’re Looking For
Bachelor’s degree or equivalent experience required; advanced degree preferred.
6+ years of experience in business analysis, systems analysis, data analysis or related disciplines; experience leading complex or enterprise-level initiatives strongly preferred.
Expert-level proficiency in requirements elicitation, process modeling, data analysis, feasibility studies, and business case development.
Demonstrated ability to operate independently on highly complex analytical problems.
Advanced experience working in Agile or hybrid environments.
Strong communication, facilitation, negotiation, and advisory skills.
Ability to navigate ambiguity, drive clarity, and support strategic decision-making.
Familiarity with modern data platforms and tools (e.g. Snowflake, SQL, Tableau), database design, SaaS/PaaS systems, and enterprise solution architecture.
Fluency in English required.
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: $106,400 - $170,000 per year. All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position. Additional benefits include eligibility for an annual incentive bonus, a 12% employer contribution to a 401(k) or pension plan, and a comprehensive medical benefits package.
About CFA Institute
CFA Institute are the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we drive professional growth, ethical behavior, and better markets. We care about our employees’ well-being, offering industry-leading benefits like:
Comprehensive health coverage for you and your family
Generous leave and time off
Competitive retirement plans
Flexible work options
Wellness, education, and support programs
If you feel this opportunity could be the next step in your career, we encourage you to click “Apply” and complete our three-minute application.
Be part of a team committed to putting investors first and growing economies. Follow us @CFAInstitute on LinkedIn and X.
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. Only those selected for further consideration will be contacted.
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 humanresources@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.
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