Technical Business Analyst

Technical Business Analyst, Fundraising (Long-Term Consulting) · New York, NY (Dallas, TX possible) · $70–$85/hour · Hybrid Our client, an alternative investment manager, is hiring a Technical Business Analyst on a long-term consulting basis to support its fundraising and capital formation team. Responsibilities Work with the fundraising and capital formation team to gather requirements, map processes and spot operational improvements. Help design and document processes across capital raising, investor onboarding and investor reporting. Own Salesforce data for the investor relations and fundraising teams: clean records, build reports and dashboards, and automate processes. Dig into investor engagement data, pipeline trends and performance metrics to inform fundraising strategy. Produce recurring and ad hoc analysis for senior fundraising stakeholders. Connect technology, investor relations and fundraising teams so data is captured accurately and workflows stay aligned. Provide advanced Excel support: data validation, pivot tables, complex formulas and automated reporting. Run UAT and train end users. Requirements Must-have: Salesforce CRM experience or fundraising industry experience; ideally both. 4–12 years of business analysis experience in asset management, private credit or private equity. Experience working with fundraising, capital formation or investor relations teams, and a solid understanding of the fundraising lifecycle, the data behind it, and how it’s tracked in a CRM. Advanced Excel, including XLOOKUP, INDEX/MATCH, SUMIFS, pivot tables, data modeling and charting. Stellar communication, including explaining technical topics to non-technical salespeople, and the confidence to ask questions. Strong analysis and problem solving, with a track record of spotting inefficiencies and fixing them. Works independently, manages several projects at once and adapts quickly in a fast-paced setting. A bachelor’s in information systems, economics, business, finance or a similar field. Pluses: Salesforce Administrator or Advanced Administrator certification; Tableau or Power BI.