BA invesment

Job Description

10-15 years of experience as Business Analyst/Functional Consultant/Investment Servicing Operations in the Financial Services industry with proficiency in Investment Products, especially Private Markets.

• Knowledge of deal trade lifecycle events (fund raising, commitment flows, distribution) for private markets and related data elements.
• Exposure to private equity, private credit/debt, hedge funds, real estate, synthetic derivatives etc., with familiarity with ecosystem players, product structures, and statements.
• Demonstrated acumen in fund accounting with regard to alternative investment funds; hands‑on experience with platforms such as Investran, Geneva, Allvue is a plus.
• Solid work experience on portfolio performance measurement metrics and attribution analysis (absolute and relative portfolio performance to factors including security selection, asset allocation, currency, etc.).
• Create custom benchmarks, conduct peer comparison, benchmarking analysis and risk analysis.
• Validate, reconcile, investigate and resolve any discrepancies in performance calculations and methodologies used.
• Know‑how of algebraic data modeling and foundational understanding of ML/statistical modeling techniques.
• Knowledge of GIPS standard and regulatory and investor reporting compliance requirements for U.S. markets.
• Experience working with leading alternative performance data providers (S&P Alpha, Evestment, Bloomberg, Eikon, Factset, Morningstar Direct, etc.) is a significant advantage.
• Strong analytical, problem‑solving, fundamental analytical and conceptual thinking skills.
• Experience creating detailed reports and giving presentations.
• Excellent planning, organizational, and time‑management skills.
• Proficiency in BA role responsibilities: creating BRDs, FRDs, use cases, process flows and other deliverables; experience managing E2E implementation (Agile/Waterfall) and translating requirements into feature/function capability.
• Ability to multitask, meet established deadlines in a dynamic work environment, working independently or as part of a team.
• Strong communication (written & verbal) and excellent stakeholder management skills.