Senior Business Analyst AI

Overview

Remote
40,000 - 60,000
Contract - Independent
Contract - W2
Contract - 1 Year(s)
Unable to Provide Sponsorship

Skills

Agile
Business Requirements Gathering
Customer Relationship Management (CRM)
Financial Services
Stakeholder Management
Economics
Artificial Intelligence
Microsoft Power BI
SQL
Banking
Machine Learning (ML)

Job Details

Job Description: Senior Business Analyst AI & Private Equity (Investment Banking)

Position: Senior Business Analyst
Experience: 10+ years
Location: Remote
W2 , 1099

About the Role

We are seeking a highly experienced Senior Business Analyst with a strong background in AI-driven analytics, private equity, and investment banking operations. The ideal candidate will support strategic decision-making by analyzing investment opportunities, evaluating financial models, optimizing business processes, and partnering with data and product teams to embed AI capabilities into core business workflows.

This role requires a mix of financial acumen, advanced analytical skills, and hands-on experience supporting PE transactions, portfolio optimization, and AI-enabled insights.

Key Responsibilities

Private Equity & Investment Banking Analysis

  • Conduct comprehensive market, industry, and financial analysis to support investment strategies and deal execution.

  • Evaluate target companies, analyze operational KPIs, and support due diligence activities.

  • Prepare investment memoranda, financial summaries, and portfolio performance dashboards.

  • Partner with investment teams to strengthen deal models, risk assessments, and value creation strategies.

AI, Data, and Technology Initiatives

  • Translate business objectives into AI/ML model requirements, working closely with data science and engineering teams.

  • Drive adoption of AI-powered insights, automations, and analytics tools across investment and portfolio management teams.

  • Improve business workflows using predictive analytics, NLP, and process automation.

  • Identify opportunities for technology innovation within PE, M&A, and financial operations.

Business Process & Strategy

  • Lead requirements gathering, roadmap planning, and cross-functional stakeholder management.

  • Develop KPIs, reporting dashboards, and performance frameworks to support portfolio optimization.

  • Conduct gap analyses and propose operational improvements across finance, investment, and portfolio teams.

  • Document business requirements (BRDs), technical requirements, user stories, and process flows.

Qualifications

  • 10+ years of experience as a Business Analyst in investment banking, private equity, management consulting, or financial technology.

  • Strong knowledge of PE deal lifecycle, financial modeling, valuation, and due diligence.

  • Hands-on experience with AI/ML concepts, data analytics, and automation tools.

  • Expertise in tools such as Power BI/Tableau, SQL, Python (preferred), and CRM/ERP systems.

  • Strong understanding of business process design, requirements documentation, and project management methodologies (Agile preferred).

  • Exceptional communication skills with the ability to influence executive-level stakeholders.

  • Bachelor s degree in Finance, Economics, Data Analytics, Computer Science, or related field; MBA/CFA is a plus.

Preferred Skills

  • Experience integrating AI solutions into business workflows (forecasting, NLP, risk modeling, portfolio analytics).

  • Exposure to digital transformation in financial services.

  • Familiarity with portfolio company operations and value-creation frameworks.

  • Experience coordinating across distributed teams in a fully remote environment.

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.