Sr. Technical Business Analyst: gather/doc reqs for private equity ops/workflows, integrations, & data architecture (SQL, Power BI)

Summary

• The Sr. Technical Business Analyst provides strategic business analysis services to business partners and technology. This pivotal role bridges the gap between business needs and technology solutions in a dynamic environment. Key responsibilities include gathering, analyzing, and documenting technical requirements to ensure all solutions align with the firm's strategic goals. This role is crucial for understanding and documenting the capabilities needed to address business challenges effectively.
• The role involves reviewing assigned business processes from end-to-end to identify and address operational, financial, and technological risks, as well as opportunities to improve efficiency. Responsibilities encompass a wide range of activities, from leading small to mid-size data-focused projects to collaborating with other project managers on larger, more complex projects related to operational business functions.
• The role requires a solid understanding of business requirements, documentation and software development processes. This position works closely with the technology application verticals collaboratively to interface with key stakeholder groups. Thus, establishing and maintaining good relationships through strong communication is of high importance, as this role involves leading meetings with front/back-office professionals, leadership, vendors, and Information Technology personnel. The incumbent is highly skilled in leading and navigating focused discussions and efficiently achieving desired outcomes.
• As a Senior Technical Business Analyst, you'll be at the heart of technology innovation within the asset management space. You'll have the opportunity to work with cutting-edge solutions that drive real business impact while being part of a highly collaborative and fast-paced team.

Responsibilities

• Lead the elicitation of technical business requirements gathering through interviews, workshops, and collaborative sessions with internal stakeholders (across front/middle/back-office) and external technology vendors.
• Solution design and validation while working with IT architects, developers, and third-party vendors to translate business requirements into technical specifications and ensure alignment with the firm's IT strategy.
• Analyze and document the integration of various enterprise systems (data warehouse, financial reporting, portfolio management systems) and provide recommendations for technical improvements.
• Map, review, and optimize business processes in relation to technical solutions, identifying areas for automation and efficiency. This includes recognizing patterns and conceptualizing processes.
• Communicate effectively with both business and technical stakeholders, ensuring clear understanding of requirements, timelines, and deliverables.
• Identify, create, and facilitate process design changes by conducting complex business and systems process analysis and design, focusing on quality improvement and data management to ensure data reliability and validity. Develop process improvements or re-engineering strategies, recommend eliminations where necessary, integrate new systems and processes with existing ones, and partner with internal clients and vendors to ensure systems provided align with long-term business strategies.
• Develop comprehensive documentation, including process flows, data models, use cases, technical requirements, and user stories, ensuring clarity for development teams and stakeholders.
• Collaborate closely with developers to implement the requirements, develop test plans, conduct user acceptance testing (UAT), and provide necessary guidance to testers during QA process.
• Stay current with needs and strategies; utilizing formal and informal written communication methods (for example, emails, PowerPoint presentations, executive updates, task lists, updates) to communicate updates and findings; and facilitating project meetings and presentations to all types of diverse audiences (for example, senior management, Customers, technical staff).
• Lead or participate in multiple projects by completing and updating project documentation; managing project scope; adjusting schedules when necessary; determining daily priorities; ensuring efficient and on-time delivery of project tasks and milestones; following proper escalation paths; and managing client and vendor relationships.
• Analyze and evaluate business requirements, consulting with personnel from various departments to identify opportunities for developing technical solutions that automate and improve business processes. Balances the requirements and needs of multiple departments/divisions to identify the best technical solutions. Participates in developing strategic plans for systems and applications.

Qualifications

• Bachelor degree is preferred
• Relevant certs are a plus
• 6-10 years of technical business analyst experience in a technology-oriented environment; ideally in a private equity, financial services, or investment management environment (is a plus!)
  • Strong background in technology solutions, data architecture, and systems integration, with a deep understanding of private equity operations and workflows.
  • Strong knowledge of enterprise-level applications (e.g., CRM systems, portfolio management tools, financial reporting systems).
  • Familiarity with cloud technologies, data warehousing, and API integration.
  • Skill at leading the elicitation of technical business requirements gathering through interviews, workshops, and collaborative sessions with internal stakeholders (across front/middle/back-office) and external technology vendors.
  • Skill at solution design and validation while working with IT architects, developers, and third-party vendors to translate business requirements into technical specifications and ensure alignment with the firm's IT strategy.
  • Skill at analyzing and documenting the integration of various enterprise systems (data warehouse, financial reporting, portfolio management systems) and providing recommendations for technical improvements.
  • Skill at mapping, reviewing, and optimizing business processes in relation to technical solutions, identifying areas for automation and efficiency. This includes recognizing patterns and conceptualizing processes.
  • Ability to dissect complex technical and business problems, providing detailed analyses and actionable recommendations (proactive and reactive).
  • Proficiency in business analysis tools (e.g., JIRA, Confluence, MS Visio, Excel), database/querying tools (e.g., SQL), and PowerBi for data visualization.
• Experience in software development lifecycles (Agile, Waterfall), project management, and working with cross-functional teams.
• Must have experience working on large scale projects as well as handling and prioritizing day-to-day operational requests from various stakeholders.
• Strong project management, ability to successfully manage multiple tasks at any given point, strong relationship building skills & communication skills.
• Understanding of indices, fundamentals and analytical data, returns level data etc.
• Strong ability to adapt to new tools and processes as part of continuous improvement.
• Excellent interpersonal, written, and verbal communication skills; able to convey technical concepts to non-technical stakeholders at all levels ranging from C-level executives to operational analysts.
• Excellent organization and documentations skills, with the ability to design and facilitate a group process, elicit contributions, stimulate.
• Successful track record in understanding and negotiating needs and expectations of multiple stakeholders.

Knowledge, Skills & Abilities

• Requires minimal supervision; models effective leadership skills; communicates effectively with other project team members.
• Demonstrate decisiveness in resolving business problems, making decisions and identifying priorities
• Critical thinking and problem-solving skills. Good knowledge of Project and Program Management practices, processes and tools
• Works creatively and analytically in a problem-solving environment demonstrating teamwork & innovation.
• Listens intently to what other people are saying, taking time to understand the points being made, asking questions when appropriate, and allowing for professional courtesy in conversations.
• Builds mutual trust and encourages respect and cooperation among team members.
• Proven ability to demonstrate a drive for results and accountability of business needs.
• Proven ability to work in an ambiguous environment and collaborate across multiple areas in order to achieve a common business objective.
• Interpersonal skills to influence and spur change, facilitate and enhance performance within a cross - functional environment.
• Detail oriented with excellent follow-through skills.
• Ability to prioritize, plan, and organize work and deliverables.
• Influential, focused, and versatile team player that is comfortable under pressure.
• Takes steps to preserve the high confidentiality of strategic business data.