IT Business Analyst

Job Title: IT Business Analyst
Location: NYC, NY

Position:

We are looking for an enthusiastic, intuitive, and curious IT business analyst who can gather requirements, build reports, troubleshoot issues, and support our business users on a day-to-
day basis.


As a member of the Investor Solutions IT team:

• Gain a deep understanding of the business and IT processes, logic, and applications
• supporting the sales and investor relations business functions and translate into clear
• process documents and visuals
• Become an expert on the data and how it is all interconnected, be able to easily tell
• whether a report looks correct, be able to help developers connect data with joins to obtain
• the correct results
• Suggest, implement, and test process improvements, especially leveraging prior
• experience in fundraising and marketing efforts, contacts management, events
• management, investor accounts, tax, and compliance reporting
• Interpret user requests in layman's terms, translate that into technical tasks, and build new
• fields, workflows, and sophisticated and polished reports that will help the Sales team
• track activities, increase outreach rates, etc.
• Analyze various contact, investor, and financial data to suggest and create new health
• checks or reconciliations, and work with the business team and IT team to maintain data
• quality
• Partner with the IT development team to design and provide clear requirements and visuals
• documentation on the product to be built via web applications, SQL queries, APIs, etc.
• Work with the QA team to develop test cases/scenarios as a part of the SDLC process and
• help them troubleshoot when there are data discrepancies or determine certain
• discrepancies are acceptable (and be able to explain why)
• Help the IT team stay organized by updating the Azure Boards ticketing system and track
• status updates for our deliverables
• Research and test new potential applications for the team

Required Skills:

• Strong experience with CRM systems (i.e., Salesforce, Dynamo), such as designing UIs,
• creating workflows, setting up fields, data uploads, building inline reporting
• Experience in the buy-side finance industry, including PE and open-ended funds
• Visio - taking descriptions of processes and converting into a meaningful Visio diagram with
• swim lanes
• Excel - Pivot Tables, functions such as VLOOKUP, SUMIF, and combining various tabs of
• data into a meaningful summary for business users
• Power BI - build reports from preset views or custom SQL queries, joining multiple data
• sources, adding Calculated Fields and Parameters to create a visual, interactive experience
• for business users
• SQL - Writing and editing basic queries based on preset views, ability to look at a query to
• help troubleshoot
• Deep understanding of how data is connected, comfortable joining different tabs in Excel
• at a minimum, ideally also able to join datasets within SQL
• Ability to communicate technical information with colleagues as well as senior
• management who may not have a technical background, be able to understand what a
• business user needs and explain that in technical terms to the development team
• Collaborate with power users and partner with other team members to arrive at the best
• possible solutions to problems presented by the business
• Meticulous attention to detail, ability to compare different datasets, determine how they
• differ and troubleshoot differences with QA team
• Commitment to data quality and completeness and is willing to perform some various
• tasks to ensure data accuracy
• Independent work ethic, highly organized and adaptable in a fast-paced, high stakes
• environment, ambition to proactively seek answers and improve process