The Business Analyst will collaborate with stakeholders to define business needs, analyze credit markets, conduct market research, and produce data-driven reports. Responsibilities include writing SQL queries, creating functional specifications, and facilitating stakeholder communications.
About the Role:
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
Top Skills
Reporting And Visualization Tools
SQL
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