Job Description

About the Role:

Business & Functional Analysis

• Collaborate with stakeholders across Investment, Credit, Risk, and Operations teams to understand business needs.
• Translate high-level problem statements into clear business requirements and detailed functional specifications.
• Create BRDs, FRDs, user stories, process flows, and data mapping documents.
• Facilitate workshops, stakeholder interviews, and requirement-gathering sessions.
• Support UAT planning and execution.

Private Equity & Credit Market Analysis

• Analyze deal pipelines, portfolio performance, IRR, MOIC, cash flows, NAV calculations, and credit exposure.
• Understand credit products including leveraged loans, private debt, structured credit, CLOs, and distressed assets.
• Monitor trends in private equity fundraising, capital deployment, credit spreads, default rates, and regulatory shifts.
• Provide competitive landscape analysis across asset managers and alternative investment firms.

Market Research & Competitive Intelligence

• Conduct structured market research on industry trends, macroeconomic factors, and emerging asset classes.
• Perform competitor benchmarking across fund performance, strategies, AUM growth, and geographic expansion.
• Prepare executive-ready reports and dashboards summarizing insights and strategic recommendations.

Data Analysis & Reporting

• Write complex SQL queries to extract, transform, and analyze large datasets.
• Ensure data integrity, reconciliation, and validation across multiple sources.
• Deliver recurring and ad-hoc analytical reports to senior leadership.

Required Qualifications

• Bachelor’s degree in Finance, Economics, Business, Data Analytics, or related field.
• 4–8 years of experience as a Business Analyst in financial services, asset management, or alternative investments.
• Strong understanding of:
  • Private equity fund structures and lifecycle
  • Credit markets and debt instruments
  • Investment performance metrics (IRR, MOIC, DPI, TVPI, etc.)

• Proven ability to convert ambiguous problem statements into structured specifications.
• Advanced SQL skills (joins, subqueries, aggregations, performance optimization).
• Experience with reporting and visualization tools.
• Strong analytical and quantitative skills.
• Excellent written and verbal communication skills.

Preferred Qualifications

• Experience working with portfolio management systems or investment platforms.
• Exposure to risk analytics and regulatory reporting.
• Knowledge of financial modeling and valuation techniques.
• CFA, CAIA, or MBA (preferred but not mandatory).

Key Competencies

• Analytical Thinking
• Problem Structuring & Specification Writing
• Market & Competitive Intelligence
• Stakeholder Management
• Data-Driven Decision Making
• Attention to Detail
• Strategic Insight