Sr. Business Analyst

Essential Duties & Responsibilities

• Act as a liaison between technical teams and the business users, including managing communications between business stakeholders and technical teams to enhance understanding of desired scope, requirements and assist project delivery teams in implementing accurate solutions.
• Gather, analyze, and document business requirements related to investment lifecycle process, portfolio management systems and alternative investments.
• Drive proactive & transparent communications with key stakeholders related to project scope and related assumptions to properly set and manage expectations.
• Excellent writing skills, with the ability to create clear requirements, specifications, and documentation.
• Work closely with technical developers, QA teams and ensure business requirements are met.
• Ability to do data research to identify the data quality issues.
• Strong time management & prioritization skills.
• Able to meet deliverables with a high level of accuracy.

This position has frequent contact with all levels of employees and management. In addition, this role may interact with outside business partners, vendors, consultants, and other office visitors.

• Bachelor's Degree (BA/BS) or equivalent from a four‑year college or university.
• 8+ years’ experience as a business analyst, with a strong focus on Asset Management, Private Equity and Loan operations.
• Solid understanding of investment products, fund structures, and loan lifecycle events.
• Experience with portfolio and loan management systems.
• Proficiency in creating BRDs, FRDs, user stories, process flows and data mapping documents.
• Strong analytical skills, attention to detail and problem‑solving abilities.
• Excellent communication and stakeholder management skills.
• Familiarity with key database concepts including star schema, dimensions, facts and master data management (MDM).

• Strong understanding of investment life cycle process, portfolio management systems.
• Extensive experience and subject‑matter expertise in asset management, private equity and loan servicing process.
• Proficiency with SQL queries.