Client Reporting Business Analyst
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-16
Listing for:
Olmstead Associates
Full Time
position Listed on 2026-07-16
Job specializations:
-
Business
Data Analyst, Business Systems & Technology Analysis, CRM System, Business Analyst
Job Description & How to Apply Below
Client Reporting Business Analyst
Olmstead is seeking a Client Reporting Business Analyst to support our fast-growing Client Experience & Engagement practice, working on sales and servicing projects in the investment management industry.
Responsibilities- Valued team member of projects across Olmstead’s Client Experience & Engagement offering, including Client Engagement Lifecycle Strategies, Vendor Selections, and Solution Implementations
- Lead business analyst efforts on Vendor Assessments and Implementations for Client Reporting, Sales Enablement, CRM, and/or Digital/Web solutions
- Author business requirements, design specifications, and test plans/scripts
- Document as-is and to-be process views
- Bridge gap between client’s business and IT personnel
- Brings hands-on experience with investment management sales and service processes and materials, including Client Reports, Pitch Books, RFPs/DDQs, Fact Sheets, Client Onboarding, and CRM
- Has the ability to work independently and also contribute as part of a project team
- Has strong knowledge of investment management processes and data flows
- Has the ability to clearly articulate process designs
- Has advanced written and oral communication skills
- Has been involved in systems implementations in this domain
- Having held a client servicing operational role is desirable
- Experience working in an agile environment strongly preferred
If you are interested in joining Olmstead, please send an email to
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