Employment Type: Full-time
Team: Wealth Management Technology – Alternatives & Private Markets
About the Role
We’re seeking a Business Analyst with strong experience in Asset Management, in the areas of capital calls, distributions, and private market operations preferred. This role is central to building a robust and automated workflow for alternative investment processing within our custom wealth management platform.
You will serve as a subject matter expert and collaborate with cross-functional stakeholders—including fund operations, finance, and technology—to define, document, and deliver solutions supporting capital flow events.
Key Responsibilities
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Lead requirements gathering for capital call and distribution processes, including investor notices, cash flow tracking, and reconciliation.
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Document current-state workflows and design future-state solutions aligned with operational efficiency and regulatory standards.
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Collaborate with development teams to ensure accurate translation of business needs into technical specifications.
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Drive testing, validation, and user acceptance processes for related features.
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Partner with fund administrators, custodians, and internal ops teams to manage data flows and exception handling.
Qualifications
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5+ years of Business Analyst experience within the Asset Management or Private Equity space.
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Deep understanding of capital call/distribution lifecycles, waterfall calculations, and fund accounting principles.
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Experience working with fund administrators or middle/back-office operations is highly preferred.
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Familiarity with Agile methodologies and tools like Jira/Confluence.
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Strong documentation, communication, and stakeholder management skills.