Business Analyst - Securities & Capital Markets

Job Title: Business Analyst - Securities & Capital Markets

Experience: 7+ Years

Location: New York

Job Summary:

We are seeking an experienced Business Analyst with strong domain knowledge in Securities and Capital Markets to support a data transformation initiative. The role will focus on analyzing and consolidating Private Equity data from multiple sources including fund administrators, portfolio companies, and internal systems. The objective is to structure and onboard this data into a Databricks data platform and enable business insights through data visualization and analytics.

Key Responsibilities:

• • Work with business stakeholders to gather and document requirements related to securities and capital markets data.
  • Analyze Private Equity data from various sources such as fund administrators, portfolio companies, and third-party providers.
  • Define data requirements, data mappings, and data transformation rules for ingestion into the Databricks data platform.
  • Collaborate with data engineering teams to support data integration, data modeling, and data validation activities.
  • Ensure data quality, consistency, and alignment with business reporting needs.
  • Translate business requirements into functional specifications and user stories.
  • Support the development of dashboards and data visualizations by working with analytics teams.
  • Facilitate workshops with business users and technology teams to clarify requirements and resolve data issues.
  • Assist in testing, validation, and user acceptance of data pipelines and reporting outputs.

Required Qualifications:

• • 7+ years of experience as a Business Analyst in Securities, Capital Markets, or Investment Management.
  • Strong understanding of securities processing, trade lifecycle, and capital markets data.
  • Strong SQL skills with experience of working with large financial datasets and data integration initiatives.
  • Strong skills in requirements gathering, data analysis, and documentation.
  • Experience working with data platforms and analytics environments.

Preferred Qualifications:

• • Understanding of Private Equity data, fund structures, and portfolio reporting.
  • Familiarity with Databricks, data lakes, or modern cloud-based data platforms.
  • Experience supporting data visualization and reporting initiatives (Power BI, Tableau, or similar tools).
  • Strong stakeholder management and communication skills.

Nice to Have:

• • Experience working with fund administrators or investment data providers.
  • Exposure to investment performance, portfolio analytics, or fund reporting.

Equal Opportunity Statement

We are an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to any protected characteristic under applicable law.

Required Skills


Capital Markets Experience Financial Services SQL Private Equity Databricks