Senior Business Analyst

Next-generation platform redefining private market servicing. This is a6–12-month contract-to-hire role
with a private equity client, focused on driving efficiency, automation, and scalability in fund administration and wealth/private market operations.

• Experience: Business Analysis within Financial Services (Private Markets or Wealth Management).
• Consulting
  
  Skills:
  
  Strong in
  current state analysis, target state design, and gap analysis
  .
• Tech-Savvy: Able to identify and streamline manual processes; comfortable working with Product & Engineering teams.
• Documentation & Critical Thinking: Skilled in BRDs, FRDs, workflows, process diagrams, and stakeholder engagement.
• AI Knowledge: Smart, adaptable, and knowledgeable about AI concepts to identify opportunities for
  automation and efficiency
  .

You’ll work at the intersection of
product, technology, and operations
—ensuring every new feature or workflow drives scale, reduces manual effort, and unlocks differentiated client outcomes.

• Map and redesign end-to-end processes across fund admin and client servicing—highlighting inefficiencies, failure modes, and automation opportunities.
• Propose improved architectures (e.g., how AI agents could replace handoffs).
• Collaborate with Product & Engineering to translate messy real-world workflows into structured, automatable, API-compatible flows.
• Support GP onboarding with reusable patterns and data mapping approaches to reduce time-to-live.
• Drive innovation in case management design (exceptions, SLAs, routing logic, audit trails).
• Prioritize product backlog based on measurable business impact.
• Maintain living documentation of workflows, systems, and integration points.
• Lead workshops with teams and clients to align on needs, pain points, and solutions.

• Manual workflows replaced with structured, automated processes.
• Tech teams receiving clear, contextualized specs.
• Faster, standardized GP transitions without reliance on legacy/bespoke solutions.
• Measurable reductions in cycle times and exceptions.
• Features delivered in a sequence that unlocks operational scale.