Role OverviewThis position will be working within our client's Private Markets and Corporate Technology team, supporting partnership accounting, fund reporting, and business intelligence across the firm.
What You Will Do
Lead requirements gathering, documentation, and testing for partnership accounting and BI/reporting solutions, translate complex fund accounting and reporting requirements into actionable technical specifications, and identify opportunities to streamline processes and enhance functionality.
Why It Might Be a Fit
This is an excellent opportunity for an experienced business analyst to apply deep partnership accounting and BI expertise, build product management skills, and gain exposure to key business leaders across a world-class organization.
Requirements
- Bachelor's degree in computer science, Information Systems, Finance, Accounting, or a related field
- 5+ years of business/systems analysis experience, including prior experience supporting buy-side/asset management or private equity firms
- Hands-on experience with one or more partnership accounting systems such as Investran, eFront, or Lemon Edge
- Experience with BI/reporting tools such as Tableau and Power BI, including dashboard design and data modeling
- Proven track record of managing multiple projects and driving business-facing technology solutions
- Excellent communication skills with the ability to engage both technical and non-technical stakeholders
- Experience working in Agile/Scrum environments
- Strong problem-solving and analytical skills, with the ability to translate complex business requirements into technical solutions
- Technical skills with SQL and Excel; Python or other scripting experience a plus
- Familiarity with data pipeline technologies and orchestration tools
- Experience evaluating, implementing, or configuring AI-enabled solutions to augment key business processes is preferred
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