4-8 years business analyst experience in financial services
Strong understanding of private equity fund structures
Advanced sql skills for complex data extraction and analysis
Collaborate with stakeholders across Investment, Credit, Risk, and Operations teams to translate high-level problem statements into clear business requirements
Job Summary
Collaborate with stakeholders across Investment, Credit, Risk, and Operations teams to translate high-level problem statements into clear business requirements.
Analyze deal pipelines, portfolio performance, IRR, MOIC, cash flows, and NAV calculations while monitoring trends in private equity fundraising and credit spreads.
Write complex SQL queries to extract, transform, and analyze large datasets, ensuring data integrity and delivering recurring analytical reports to senior leadership.
Matching Summary
Collaborate with stakeholders across Investment, Credit, Risk, and Operations teams to translate high-level problem statements into clear business requirements.
Skills & Requirements
Must-have
4-8 years Business Analyst experience in financial services
Strong understanding of private equity fund structures
Advanced SQL skills for complex data extraction and analysis
Experience creating BRDs, FRDs, and user stories
Knowledge of credit markets including leveraged loans and CLOs
Nice-to-have
Experience with portfolio management systems or investment platforms
Exposure to risk analytics and regulatory reporting
Knowledge of financial modeling and valuation techniques
CFA, CAIA, or MBA certification preferred
Ability to facilitate workshops and stakeholder interviews
Key Requirements
Bachelor's degree in Finance, Economics, Business, or Data Analytics
4-8 years of experience as a Business Analyst
Proven ability to convert ambiguous problem statements into structured specifications