Senior Business Analyst - Financial Services

Business Analyst

Business & Functional Analysis

• Collaborate with stakeholders across Investment, Credit, Risk, and Operations teams to understand business needs.

• Translate high-level problem statements into clear business requirements and detailed functional specifications.

• Create BRDs, FRDs, user stories, process flows, and data mapping documents.

• Facilitate workshops, stakeholder interviews, and requirement-gathering sessions.

• Support UAT planning and execution.

Private Equity & Credit Market Analysis

• Analyze deal pipelines, portfolio performance, IRR, MOIC, cash flows, NAV calculations, and credit exposure.

• Understand credit products including leveraged loans, private debt, structured credit, CLOs, and distressed assets.

• Monitor trends in private equity fundraising, capital deployment, credit spreads, default rates, and regulatory shifts.

• Provide competitive landscape analysis across asset managers and alternative investment firms.

Market Research & Competitive Intelligence

• Conduct structured market research on industry trends, macroeconomic factors, and emerging asset classes.

• Perform competitor benchmarking across fund performance, strategies, AUM growth, and geographic expansion.

• Prepare executive-ready reports and dashboards summarizing insights and strategic recommendations.

Data Analysis & Reporting

• Write complex SQL queries to extract, transform, and analyze large datasets.

• Ensure data integrity, reconciliation, and validation across multiple sources.

• Deliver recurring and ad-hoc analytical reports to senior leadership.

Required Qualifications

• Bachelor’s degree in Finance, Economics, Business, Data Analytics, or related field.

• 4–8 years of experience as a Business Analyst in financial services, asset management, or alternative investments.

• Strong understanding of:

  • Private equity fund structures and lifecycle

  • Credit markets and debt instruments

  • Investment performance metrics (IRR, MOIC, DPI, TVPI, etc.)

• Proven ability to convert ambiguous problem statements into structured specifications.

• Advanced SQL skills (joins, subqueries, aggregations, performance optimization).

• Experience with reporting and visualization tools.

• Strong analytical and quantitative skills.

• Excellent written and verbal communication skills.

Preferred Qualifications

• Experience working 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 (preferred but not mandatory). 

Key Competencies

• Analytical Thinking

• Problem Structuring & Specification Writing

• Market & Competitive Intelligence

• Stakeholder Management

• Data-Driven Decision Making

• Attention to Detail

• Strategic Insight

Experience Level

Senior Level