- Day-to-day
- Partner with finance and operations teams to map workflows, translate business needs into specs, facilitate requirement workshops, and support engineering teams through UAT
- You'll bring
- 5 years as Business Analyst or Technical BA in Financial Services; strong back office operations and reconciliation process experience; requirements gathering and stakeholder management skills
- Good fit if
- Familiar with cash/position reconciliation, trade operations, financial controls; comfortable discussing APIs and data flows; experienced with AI productivity tools for documentation
Title: Technical / Functional Business Analyst – Back Office Operations & Global Business Finance
Position Overview
We are a global team of alternative investment managers passionate about delivering uncommon value to our investors and shareholders. With over 30 years of expertise across Private Equity, Credit, and Real Assets, we are known for our integrated businesses, strong investment performance, value-oriented philosophy, and exceptional people.
We are looking for a Technical / Functional Business Analyst who understands both business operations and technology, with particular exposure to Controllers, Finance Operations, or Back Office environments. This role is ideal for someone who can work closely with business stakeholders, translate operational processes into clear requirements, and partner with engineering teams to deliver scalable enterprise solutions.
The ideal candidate has experience working on corporate back-office platforms supporting finance or operations functions, understands reconciliation and control processes, and is comfortable using modern AI tools to improve productivity and documentation.
This role begins as a consulting engagement with a right-to-hire path.
What You'll Do
Partner with Controllers, Operations, Finance, and Technology teams to understand business processes, pain points, and operational controls.
Analyze current-state workflows involving:
Cash reconciliation
Position reconciliation
Operational controls
Exceptions management
Approval workflows
Financial operations
Translate business requirements into:
Business process flows
Functional specifications
User stories
Acceptance criteria
Data requirements
Facilitate workshops and requirement gathering sessions with business stakeholders.
Work closely with Product Owners and Engineering teams to clarify requirements, prioritize work, and remove ambiguity.
Support UAT planning, test scenarios, and business validation.
Maintain end-to-end traceability between business requirements, technical implementation, and delivered functionality.
Document business processes and recommend improvements to increase efficiency and strengthen operational controls.
Use AI productivity tools (ChatGPT, Microsoft Copilot, Gemini, etc.) to accelerate documentation, analysis, summarization, and research while validating outputs for accuracy and compliance.
What We're Looking For
5 years of experience as a Business Analyst, Functional Analyst, or Technical BA delivering enterprise software solutions.
Experience working in Financial Services, Asset Management, Investment Banking, Banking, Insurance, or Corporate Finance environments.
Strong familiarity with Controllers or Back Office Operations.
Experience with one or more of the following:
Cash reconciliation
Position reconciliation
Trade operations
Financial controls
Accounting operations
Operations support functions
Excellent requirements gathering, process mapping, and stakeholder management skills.
Comfortable working with engineers and discussing:
APIs
Data flows
System integrations
Basic database concepts
Strong analytical thinking with the ability to identify process gaps and operational risks.
Excellent written and verbal communication skills.
Ability to balance business priorities with technical constraints.
