Technical Business Analyst I - Alternative Investments Operations
Core
Partner with operations, product, and technology teams to redesign investment workflows, automate processes, and improve operational efficiency for private equity, private debt, and alternatives platforms.
Role type
Senior IC Technical Business Analyst (Operations)
Builds
Optimized front/middle/back-office workflows, automated processes, and integrated data solutions for investment operations.
Domain
Financial Services / Alternative Investments (Private Equity, Private Debt)
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Process mapping and analysis, Requirements elicitation and documentation, Workflow automation design, Stakeholder management, Project execution (UAT, cutover), Data and integration requirements
Preferred skills
Alternatives investment lifecycle knowledge, Administrator/custodian experience, SQL or BI tools proficiency
Technologies
Appian, Visio, Miro, Lucidchart, Excel, PowerPoint
Responsibilities
Map and optimize end-to-end investment workflows, define future-state operating models and automation opportunities, translate business needs into technical requirements, execute project lifecycles from workshops to hypercare, establish and monitor operational KPIs, prepare executive-level process documentation and business cases.
Seniority
Mid-Senior, hands-on IC