Business Analyst-Private Equity

Job Title: Business Analyst-Private Equity (PE)
Location: New York, NY (Hybrid)
Duration: 12+ Months Contract

Job Description:

We are seeking a highly analytical and proactive Business Analyst with Private Equity domain experience to support business transformation and technology initiatives. The ideal candidate will act as a bridge between business stakeholders and technical teams, ensuring accurate requirement gathering, data validation, and solution delivery. This role requires strong communication skills, Salesforce expertise, and the ability to operate in a hybrid BA/Scrum Master capacity.

Key Responsibilities

1. Business Analysis & Requirement Gathering

• Work closely with Private Equity business stakeholders to understand business processes, investment lifecycle workflows, reporting needs, and operational challenges.
• Gather, analyze, and document clear Business Requirements Documents (BRDs), Functional Requirements Documents (FRDs), and user stories.
• Translate business needs into functional specifications for development teams.
• Facilitate workshops, stakeholder meetings, and requirement walkthrough sessions.

2. Data Review & Validation

• Perform detailed data analysis to ensure accuracy, completeness, and consistency.
• Review investment, portfolio, and financial datasets to validate business logic.
• Support UAT by validating outputs against expected results.
• Identify data gaps, inconsistencies, and recommend corrective actions.

3. Agile & Scrum Responsibilities

• Participate in Agile ceremonies including sprint planning, daily stand-ups, retrospectives, and backlog grooming.
• Write and manage user stories with clear acceptance criteria.
• Act as a proxy Scrum Master when required facilitate meetings and remove blockers.
• Track deliverables and ensure alignment with sprint goals.

4. Decision Making & Stakeholder Management

• Support business decisions through structured analysis and insights.
• Provide recommendations based on data findings and process evaluation.
• Communicate clearly with senior stakeholders, portfolio managers, and technical teams.
• Manage competing priorities and drive consensus.

Required Qualifications

• 5+ years of experience as a Business Analyst.
• Strong experience in Private Equity / Asset Management / Investment Management domain.
• Strong experience in data analysis, validation, and reconciliation.
• Experience writing detailed functional and technical requirements.
• Exposure to Agile/Scrum methodology.
• Excellent verbal and written communication skills.
• Strong decision-making and problem-solving skills.

Preferred Qualifications

• Experience acting as a Scrum Master or hybrid BA/Scrum role.
• Knowledge of Private Equity investment lifecycle (capital calls, distributions, portfolio tracking).
• SQL knowledge for data validation is a plus.

Soft Skills

• Strong analytical mindset
• Detail-oriented with high accuracy
• Ability to multitask and manage deadlines
• Proactive and self-driven
• Strong collaboration skills