IT Business Analyst
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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:
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
- 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
Vacancy posted 1 day ago
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