Boston Trust Walden Company Overview

Boston Trust Walden Company is an independent, employee-owned firm that provides investment management services to institutional investors and private wealth clients. The firm manages approximately $17 billion in client assets.

Boston Trust Walden distinguishes itself in several keyways, including:

• Stable, diversified business model serving a variety of client types.
• Compelling investment philosophy and excellent track record.
• Longstanding leadership in ESG impact investing.
• Corporate culture grounded in shared values, as signified by the company’s tagline, Principled Investing.

Located in the heart of Boston at One Beacon Street, Boston Trust Walden employs fewer than 100 individuals. Boston Trust Walden’s structure as an independent, privately-owned firm enables the firm to make business decisions that align with clients and employees for long-term success. The firm’s structure and size help cultivate a collegial work environment where employees have ownership of their work, contribute to positive client outcomes, and are rewarded for their efforts.

One of Boston Trust Walden’s strategic priorities is to foster a positive workplace; this includes a commitment to diversity, equity, and inclusion. The firm believes this commitment is not only the right thing to do, but also a matter of good governance and a critical component of long-term business success. When DEI values are infused into the workplace environment, the company and its employee’s benefit. The firm is committed to taking meaningful steps to advance racial, ethnic, and gender equity in its workplace through retention, education, and recruitment initiatives.

Boston Trust Walden Company is an Equal Opportunity Employer. Boston Trust Walden is committed to supporting equal employment opportunity and to promoting a workplace free of discrimination with regard to race, color, religious creed, national origin, genetic information, ancestry, sex, age, sexual orientation, gender identity, gender expression, physical or mental disability, parental status, marital status, veteran/US military status, pregnancy, citizenship status, or other legally protected status.

The firm will make reasonable accommodations in the application process if requested by new job applicants.

Position: Senior Business Systems Analyst

Boston Trust Walden is seeking a Senior Business Systems Analyst.  This individual will work closely with other departments and third-party vendors to document business processes and requirements, analyze data, and implement changes that meet business and system development needs.  The business systems supported by the team include but are not limited to:  Salesforce, Advent Portfolio Management Suite (APX, Moxy, Rules Manager, Revenue Center), DocuSign, and OnBase.

Key Responsibilities

• Interact with various teams within the organization to elicit, understand, and document business requirements, processes, and workflows. Develop both written and visual depictions of requirements and process flows
• Define system requirements and work with third-party developers to implement system changes and customization to meet business requirements
• Participate in the development and execution of QA/user acceptance testing, creating testing plans and analyzing results
• Assist with the development and support of change management materials and processes of multiple core business systems
• Manage and coordinate multiple third-party vendors to support key business systems
• Help design, validate, and maintain core business systems and processes
• Manage system releases and feature retirements for multiple systems
• Provide ongoing production support for existing systems, processes, and integrations
• Serve as administrator to manage user access and system permissions consistent with company policy and authorizations
• Conduct training for end users and team members
• Other projects and duties as assigned

Education and Experience

• Bachelor’s Degree preferred
• 5-7+ years applied experience as a Business Analyst engaged in complex projects
• 3-5+ years of experience in the investment management or financial service industry
• Strong understanding of investment management platforms and CRM database
• Skilled at technical writing and presenting specifically with the ability to formally document requirements, reach agreements with others, and explain detailed requirements to others as needed
• Strong attention to detail, ability to manage multiple priorities, and possess exceptional organizational skills
• Proven aptitude to work collaboratively with multiple team members
• Outstanding verbal and written communication skills
• Excellent problem solving and analytical skills

This is a full-time position based in Boston, MA. Boston Trust Walden is currently operating in a hybrid manner with a mix of in-office and remote work. Specifics are dependent upon team and should be discussed with the hiring manager.