Business Solutions Analyst

Overview


A well-established investment management firm is seeking a Business Analyst to partner closely with its Portfolio Finance team. This role focuses on delivering software solutions and process improvements that support investor reporting, fund operations, and finance-driven initiatives.

The ideal candidate is analytical, detail-oriented, and customer-focused, with the ability to work effectively at the intersection of business, finance, and technology . This position suits someone who enjoys translating business needs into clear requirements and driving initiatives from concept through delivery.


For the BSA role, the team has re-evaluated their needs and decided to change the job specifications as follows:

• 2 or more years of hands-on Anaplan model development experience, including model architecture, module design, calculations, lists and hierarchies, data integrations, security design, and production deployment.
• Strong SQL experience; PowerBI experience a plus

Key Responsibilities

Project & Solution Delivery

• Lead and manage projects related to investor reporting systems and other applications supporting Portfolio Finance initiatives, including new fund launches
• Partner with business stakeholders to gather, analyze, and document requirements; define scope; and translate needs into clear, actionable deliverables
• Coordinate and guide project team members (developers, testers, external partners) across all phases of the system development lifecycle
• Monitor project progress, manage risks and dependencies, and ensure timely delivery
• Ensure solutions are tested, approved, and deployed in accordance with established change-control processes

Business Analysis & Documentation

• Produce high-quality documentation including:
  • Functional and non-functional requirements
  • User stories and process flows
  • UI concepts and use cases
  • Project plans, status updates, and testing scripts
  • Training and support materials
• Plan and execute system and user acceptance testing to ensure business requirements are met
• Build strong working relationships with business users and proactively manage expectations
• Provide ongoing production support, including assistance with monthly and quarterly investor/client reporting

Required Qualifications

• Bachelor's degree (Computer Science, Accounting, Finance, Business, or related field preferred)
• 3-5 years of experience in:
  • Business analysis, business systems analysis, or hybrid BA/PM roles
• Experience supporting or implementing:
  • Accounting platforms, investor reporting systems, or financial applications
• Strong proficiency with Microsoft Office (Word, PowerPoint, Visio); advanced Excel required
• Working knowledge of SQL and relational database concepts
• Project management experience working across multiple priorities
• Strong analytical, organizational, and communication skills
• Solid understanding of software change management and SDLC processes
• Experience with delivery tools such as Azure DevOps, Atlassian (Jira/Confluence), GitHub , or similar platforms

Beneficial (Nice-to-Have) Experience

• Background in investment management, asset management, private equity, or commercial real estate
• Experience with investor reporting or fund accounting platforms (e.g., Investran, Allvue, eFront, FundCount, or similar)
• Experience with real estate or investment accounting systems (e.g., MRI, Yardi, RealPage)
• Exposure to Agile delivery environments and sprint-based development
• Experience with Power BI for reporting, dashboards, and data analysis
• Familiarity with investor statement production and distribution processes
• Use of AI-enabled productivity tools (e.g., Copilot, ChatGPT) to improve efficiency

Why This Role

• High-impact position supporting Portfolio Finance and investor-facing reporting
• Exposure to new fund launches and evolving investment platforms
• Strong partnership with business stakeholders
• Growth opportunity within a sophisticated investment environment