Senior Business Analyst

Senior Business Analyst – Data Analytics

September 2026

Strategic Investment Group® (Strategic) is an Outsourced Chief Investment Officer (OCIO) firm that provides institutions with the capabilities of a full investment office. Acting as a seamless extension of our clients' investment teams, we deliver portfolio construction, manager selection, and ongoing risk management within a structured fiduciary framework so organizations can remain focused on their core mission. Founded in 1987, Strategic was built to give institutions access to the investment office they would build if they had the time, the people, and the scale to do so internally.

Our mission is to empower clients to achieve transformational impact through inspired investing. To learn more, visit www.strategicgroup.com.

The Senior Business Analyst will play a key role on the Enterprise Solutions team, with a focus on data analytics, data governance, and new software implementations. This role is instrumental in strengthening the quality, consistency, and accessibility of the firm’s data to support investment operations and decision-making. Current priorities include a firm-wide data governance program, day-to-day analysis of firm data using SQL in Snowflake, ongoing maintenance and enhancement of the firm’s Salesforce platform, and the implementation of new software and system integrations as projects arise. The position involves close collaboration with business users, internal teams, and external vendors to ensure successful execution and adoption of these solutions. This role is best suited to a self-motivated professional who takes ownership of problems from first report through resolution, digs into the details others might overlook, and moves work forward without waiting to be asked. Success in this role also requires clear communication and the ability to manage multiple priorities in a dynamic environment.

Responsibilities

• Support the implementation of new software platforms and integrations as projects arise, from requirements gathering through configuration review, testing, and user adoption.
• Translate and supplement user requirements for outside vendors and internal developers. This includes breaking down requests and providing supporting calculations and examples.
• Write and refine SQL queries in Snowflake daily to analyze, profile, and validate data across systems and ensure data integrity and reliable reporting.
• Build and maintain queries, reports, and dashboards in tools such as Hex to make data accessible to business users.
• Document implementation decisions, data flows, dependencies, and risks.
• Verify that requirements are met at every stage of a project through hands-on testing and coordination of User Acceptance Testing.
• Keep projects on schedule, communicate updates and blockers proactively, and manage scope expectations with internal stakeholders and vendors.
• Manage tasks across multiple workstreams with varying priorities and oversight levels.
• Support and enhance the firm’s Salesforce platform by working with business users to define requirements, performing light configuration (fields, reports, dashboards), and coordinating vendors who handle development and updates.
• Support legacy systems and internal tools, including user inquiries and troubleshooting.
• Support the design and rollout of a firm-wide data governance program, including data definitions, ownership, quality standards, and supporting documentation.
• Gathering requirements, understanding data warehouse, understanding security master,
• Other duties as assigned to support business initiatives.

Qualifications/Requirements

• Bachelor’s Degree in Management Information Systems, Data Analytics, Business, Engineering, Economics, Finance, or a related discipline.
• Six or more years of experience as a business analyst, data analyst, investment analyst, engineer, or consultant working through all phases of project delivery.
• Strong SQL skills required, including writing and troubleshooting complex queries against relational databases; experience with Snowflake preferred.
• Demonstrated problem solver: takes an ambiguous issue, breaks it into parts, traces a data discrepancy to its root cause across systems, and proposes a practical fix rather than escalating at the first obstacle.
• Meticulous and detail-oriented: catches errors, inconsistencies, and edge cases in data, requirements, and testing before they reach users, and validates their own work.
• Self-motivated and accountable: proactively identifies gaps, asks questions early, follows open items through to closure, and delivers reliably with minimal supervision.
• Excellent interpersonal and communication skills, including the ability to collaborate with business users to elicit and define functional requirements.
• Advanced Microsoft Excel skills.
• Experience in finance, investment management, or performance systems preferred.
• Familiarity with data governance concepts such as data quality, data lineage, master data management, and data cataloging is preferred.
• Experience with Power BI or other business intelligence and visualization tools preferred.
• Experience using Python for data analysis, automation, or scripting preferred.
• Familiarity with AI tooling in a data context (AI-assisted querying, analysis, or documentation) preferred.
• Exposure to Hex is a plus but not required.
• Familiarity with Salesforce from a business analyst perspective (requirements, reports, dashboards, light configuration) is a plus; deep administration or development experience is not required.
• Experience using Jira and Confluence to track and document projects preferred.

Compensation

The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work at this location and reflects the salary range Strategic Investment Group expects to pay for this role at the time of this posting. The actual salary offered to a candidate will be determined based on a combination of factors, including the candidate’s relevant experience, skills and qualifications, as well as the specific responsibilities and scope of the role. As a result, individual offers may vary within the posted range. Salaries for part-time roles will be prorated based upon the agreed-upon number of hours to be regularly worked.

Arlington, Virginia: $110,000 to $125,000 for Senior Business Analyst

EMPLOYMENT AUTHORIZATION

At this time, Strategic Investment Group is unable to provide employment-based immigration sponsorship for this position. Applicants must be authorized to work in the United States without requiring new employer-sponsored work authorization now or in the future

This job description is not an exhaustive list of all functions that the employee may be required to perform. The employee may be required to perform additional functions. Strategic reserves the right to revise the job description at any time, with or without notice. Employee must be able to perform the essential functions of the job satisfactorily and, if requested, reasonable accommodations may be made to enable employees with disabilities to perform the essential functions of the job, absent undue hardship.

Strategic is committed to a policy of equal employment opportunity. We will not discriminate against staff members or applicants for employment on any legally-recognized basis including, but not limited to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, physical or mental disability, age or veteran status.