Tek Inspirations LLC
Tek Inspirations LLC

Business Analyst/Private Client Fundraising/Investor Relations - PV w2

Hybrid in New York, NY, US • Posted 2 days ago • Updated 2 days ago
Contract W2
Contract Independent
12 Months
No Travel Required
On-site
$60 - $90/hr
Company Branding Image
Fitment

Dice Job Match Score™

👾 Reticulating splines...

Job Details

Skills

  • International Relations
  • Data Governance
  • Data Quality
  • Financial Services
  • Fundraising
  • Information Retrieval
  • Customer Engagement
  • Customer Relationship Management (CRM)
  • Dashboard
  • Acceptance Testing
  • Asset Management
  • Business Process
  • Stakeholder Management
  • Microsoft Excel
  • Collaboration
  • Communication
  • Data Analysis
  • Salesforce.com
  • Investor Relations
  • Management
  • Onboarding
  • Pivot Table
  • Private Equity
  • Reporting
  • VLOOKUP
  • Workflow

Summary

Job Description -

Business Analyst/Private Client Fundraising/Investor Relations

New York City, New York

- KEY WORDS FOR THIS POSITION: Investor Relations Client Onboarding Fundraising - TRADE

CATION AND CANDIDATES WITH RECENT LOCAL PROJECTS STRONGLY PREFERRED.

Required Candidate Location: Hybrid/NYC 3 Days a Week - NO RELOCATION

Type of Interview Required: Video

Job Description:

Seeking an IT Business Analyst to support its Institutional Private Client fundraising technology platform, partnering with Investor Relations, Fundraising, and Technology teams to enhance systems that manage roadshows, investor pipelines, onboarding, and opportunity tracking.

Key Responsibilities:

  • Partner with business stakeholders across Fundraising and Investor Relations to gather, document, and refine requirements for fundraising technology solutions
  • Support and enhance CRM platforms used for tracking investor activity, opportunities, and fundraising pipelines
  • Translate business processes related to roadshows, investor onboarding, and prospect management into functional specifications
  • Analyze and improve workflows tied to institutional client engagement and capital raising efforts
  • Work closely with developers and technology teams to design, test, and implement system enhancements
  • Build and maintain detailed reports and dashboards (primarily in Excel) to track fundraising performance and pipeline activity
  • Assist in data quality, governance, and accuracy initiatives across investor and opportunity data
  • Support UAT, release coordination, and post-implementation validation

Required Qualifications:

  • 4 8 years of experience as an IT Business Analyst within financial services
  • Strong understanding of fundraising concepts including roadshows, investor pipelines, opportunity tracking, and onboarding processes
  • Hands-on experience with CRM systems (e.g., Salesforce or similar platforms)
  • Advanced Excel skills (pivot tables, VLOOKUP/XLOOKUP, data analysis, reporting)
  • Ability to bridge business and technology, translating requirements into actionable solutions
  • Strong communication and stakeholder management skills
  • Experience working with Institutional Private Clients, Private Equity, Hedge Funds, or Asset Management firms
  • Familiarity with Investor Relations workflows and capital raising operations
  • Exposure to data governance, data quality, or reporting tools
  • Experience supporting fundraising or IR technology platforms
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.
  • Dice Id: 91099133
  • Position Id: 8972130
  • Posted 2 days ago

Company Info

About Tek Inspirations LLC

TEK Inspirations LLC is a Texas based IT Staffing and consulting company that focuses on highly qualitative, timely delivered and cost-effective offshore software development and Staffing Services. We are committed to attracting, retaining and rewarding the best minds in the business. TEK Inspirations LLC is a place where people can grow and advance their career. We believe in an environment of integrity, trust, and sense of pride. We commit to attract & develop talent and retain a team of motivated & satisfied employees.

TEK Inspirations is committed to provide customer satisfaction through commitment & highest standards of qualitative services with minimum turnaround time. We have extensive experience in providing services to different domains like Healthcare, Pharmaceutical, Banking & Financial, and Telecom etc. We are highly focused to our customers in more ways than one. By improving reliability and agility, we enable our customers to achieve sustainable advantage over their competitors.

About_Company_OneAbout_Company_Two
Go to company profile
Create job alert
Set job alertNever miss an opportunity! Create an alert based on the job you applied for.

Similar Jobs

Pv w2|| Business Data Analyst Risk Data Services

Hybrid in Charlotte, North Carolina

•

5d ago

Easy Apply

Contract

55 - 56

Senior Business Analyst - PV W2

Hybrid in Orlando, Florida

•

3d ago

Easy Apply

Contract

$50 - $70

IT Financial Analyst

Hybrid in Houston, Texas

•

5d ago

Easy Apply

Contract

$40 - $70

PeopleSoft Business Analyst - PV W2

Hybrid in Portland, Oregon

•

11d ago

Easy Apply

Contract, Third Party

55 - 60

Search all similar jobs