Business Analyst with AI

Job Responsibilities

• Work directly with employees across the organization to identify AI opportunities and define requirements for AI-enabled offerings
• Translate PE business processes and workflows into AI solution requirements that development and data teams can execute on
• Support the rollout and adoption of AI tools and platforms across business divisions (deal team, investor relations, fund operations, portfolio management)
• Develop AI adoption playbooks, training materials, and enablement resources tailored to PE-specific workflows
• Facilitate workshops, stakeholder meetings, and training sessions to drive AI literacy and adoption across the firm
• Collaborate with data science, engineering, and product teams to implement and validate AI solutions
• Define and document requirements for AI initiatives using JIRA (Epics, Stories, Tasks) with clear acceptance criteria
• Analyze existing workflows to identify where AI can improve investment decision-making, operational efficiency, and stakeholder communication
• Support UAT and validate AI solutions with business teams to ensure they meet real workflow needs
• Stay current on AI trends, tools, and best practices relevant to PE and financial services (agents, agentic workflows, enterprise AI governance)

Requirements

• 5+ years of experience as a Business Analyst, Product Analyst, or AI Strategy role in financial services, private equity, or alternative investments
• Deep AI knowledge beyond basic prompting: understanding of AI agents, agentic workflows, enterprise AI platforms, and how AI integrates into business processes
• Strong written and verbal communication skills: ability to explain AI concepts to non-technical PE professionals and create compelling presentations
• Experience working with business stakeholders to gather requirements, define workflows, and translate needs into technical specifications
• Proficiency with JIRA, requirements documentation, and agile/SDLC methodologies
• Ability to work across multiple business divisions and initiatives simultaneously
• Self-directed work style: identify gaps, resolve issues proactively, deliver complete work without constant oversight
• US-based and authorized to work in the United States
• Available to work onsite in Manhattan (up to 3-4+ days/week especially at start)

Preferred Qualifications

• Direct experience at a PE firm, hedge fund, or alternative investment manager
• Experience with AI training, enablement, or change management (developing AI adoption playbooks, facilitating AI workshops, coaching non-technical teams)
• Understanding of PE-specific workflows: deal flow, fund operations, capital calls, NAV calculations, investor reporting, portfolio monitoring
• Experience with enterprise AI platforms (Palantir, Dataiku, C3.ai, H2O.ai, or similar)
• Knowledge of AI governance, responsible AI, and compliance considerations in financial services
• Background in identifying and implementing AI use cases across an organization (not just a single team)
• Experience working in a fast-paced environment where consultants are held to the same standard as full-time employees