Overview
A wellestablished investment management firm is seeking a Business Analyst to partner closely with its Portfolio Finance team. This role focuses on delivering software solutions and process improvements that support investor reporting, fund operations, and financedriven initiatives.
The ideal candidate is analytical, detailoriented, and customerfocused, with the ability to work effectively at the intersection of business, finance, and technology(link removed) This position suits someone who enjoys translating business needs into clear requirements and driving initiatives from concept through delivery.
Key Responsibilities
Project & Solution Delivery
- Lead and manage projects related to investor reporting systems and other applications supporting Portfolio Finance initiatives, including new fund launches
- Partner with business stakeholders to gather, analyze, and document requirements; define scope; and translate needs into clear, actionable deliverables
- Coordinate and guide project team members (developers, testers, external partners) across all phases of the system development lifecycle
- Monitor project progress, manage risks and dependencies, and ensure timely delivery
- Ensure solutions are tested, approved, and deployed in accordance with established changecontrol processes
Business Analysis & Documentation
- Produce highquality documentation including:
- Functional and nonfunctional requirements
- User stories and process flows
- UI concepts and use cases
- Project plans, status updates, and testing scripts
- Training and support materials
- Plan and execute system and user acceptance testing to ensure business requirements are met
- Build strong working relationships with business users and proactively manage expectations
- Provide ongoing production support, including assistance with monthly and quarterly investor/client reporting
Required Qualifications
- Bachelors degree (Computer Science, Accounting, Finance, Business, or related field preferred)
- 35 years of experience in:
- Business analysis, business systems analysis, or hybrid BA/PM roles
- Experience supporting or implementing:
- Accounting platforms, investor reporting systems, or financial applications
- Strong proficiency with Microsoft Office (Word, PowerPoint, Visio); advanced Excel required
- Working knowledge of SQL and relational database concepts
- Project management experience working across multiple priorities
- Strong analytical, organizational, and communication skills
- Solid understanding of software change management and SDLC processes
- Experience with delivery tools such as Azure DevOps, Atlassian (Jira/Confluence), GitHub, or similar platforms
Beneficial (NicetoHave) Experience
- Background in investment management, asset management, private equity, or commercial real estate
- Experience with investor reporting or fund accounting platforms (e.g., Investran, Allvue, eFront, FundCount, or similar)
- Experience with real estate or investment accounting systems (e.g., MRI, Yardi, RealPage)
- Exposure to Agile delivery environments and sprintbased development
- Experience with Power BI for reporting, dashboards, and data analysis
- Familiarity with investor statement production and distribution processes
- Use of AIenabled productivity tools (e.g., Copilot, ChatGPT) to improve efficiency
Why This Role
- Highimpact position supporting Portfolio Finance and investorfacing reporting
- Exposure to new fund launches and evolving investment platforms
- Strong partnership with business stakeholders
- Growth opportunity within a sophisticated investment environment