Technical Business Analyst
$70 - $85 per hourAtlas Search
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.
Vacancy posted 13 hours ago
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