Technical Business Analyst

Technical Business Analyst, Fundraising (Long-Term Consulting) · New York, NY (Dallas, TX possible) · $70–$85/hour · Hybrid

Find out exactly what skills, experience, and qualifications you will need to succeed in this role before applying below.

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. xzgxqkn
• A bachelor’s in information systems, economics, business, finance or a similar field.
• Pluses: Salesforce Administrator or Advanced Administrator certification; Tableau or Power BI.