Overview
Skills
Job Details
Title: Business Analyst with PM Experience- Private Equity Domain
Location: NY(onsite 5 days)
Duration: Long Term
W2 only
Job Description:
We are seeking an experienced Business Analyst with strong knowledge of the Private Equity domain to support our client’s investment management and fund operations initiatives. The ideal candidate will have hands-on experience working with investment lifecycle processes, portfolio analytics, fund accounting, and financial data systems.
Responsibilities:
• Gather, analyze, and document business requirements related to Private Equity operations, reporting, and systems.
• Collaborate with investment, finance, and technology teams to define business needs and translate them into functional requirements.
• Support the design and implementation of Private Equity management systems or tools (e.g., fund accounting, deal tracking, investor reporting).
• Perform data analysis, create process flow diagrams, and prepare BRDs, FRDs, and user stories.
• Participate in UAT, validate deliverables, and ensure alignment with business objectives.
• Provide ongoing support for system enhancements and process optimization.
Required Skills & Experience:
• 8+ years of experience as a Business Analyst in the Financial Services industry.
• Private Equity / Investment Management domain expertise is mandatory.
• Strong understanding of fund structures, capital calls, NAV, and investor reporting.
• Experience with tools such as eFront, Investran, or similar Private Equity platforms is a plus.
• Excellent communication, analytical thinking, and stakeholder management skills.
• Ability to work independently and in cross-functional teams.