CFA Institute · 7 hours ago
Principal Business Analyst
Charlottesville, VA
Full-time
Hybrid
Senior Level, Lead/Staff
$106K/yr - $170K/yr
6+ years expCFA Institute is the global leader in investment excellence and ethics. As a Principal Business Analyst, you will partner with leaders and teams to drive enterprise-wide solutions and ensure initiatives deliver real value, while also mentoring others and influencing decision-making.
Financial Services
Responsibilities
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
Qualification
Required
Bachelor's degree or equivalent experience required
6+ years of experience in business analysis, systems analysis, data analysis or related disciplines
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
Strong communication, facilitation, negotiation, and advisory skills
Ability to navigate ambiguity, drive clarity, and support strategic decision-making
Fluency in English required
Preferred
Advanced degree preferred
Experience leading complex or enterprise-level initiatives strongly preferred
Advanced experience working in Agile or hybrid environments
Familiarity with modern data platforms and tools (e.g. Snowflake, SQL, Tableau), database design, SaaS/PaaS systems, and enterprise solution architecture
Benefits
Eligibility for an annual incentive bonus
A 12% employer contribution to a 401(k) or pension plan
A comprehensive medical benefits package
Comprehensive health coverage for you and your family
Generous leave and time off
Competitive retirement plans
Flexible work options
Wellness, education, and support programs
Company
CFA Institute
Our members and charterholders advance market integrity, trust, and transparency in their professions to build more sustainable, inclusive, and prosperous societies.
501-1000 employees
H1B Sponsorship
CFA Institute has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (2)
2023 (2)
2022 (1)
2021 (1)
2020 (4)
Funding
Current Stage
Late StageLeadership Team
Margaret Franklin, CFA
President and CEO
Andrew Rome, JD, SHRM-SCP
Chief People Officer
Company data provided by crunchbase