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.


  • 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 is 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 [email protected]