Technical Business Analyst I - Alternative Investments Operations

What you'd do

• Collaborate with operations, product, technology, and business teams to assess current-state processes, pain points, controls, and success metrics across the alternative investment lifecycle.
• Map, document, and optimize front-, middle-, and back-office workflows (e.g., swim lanes/BPMN-style where appropriate) to improve clarity, scalability, and auditability.
• Identify opportunities for automation, standardization, exception management, and straight-through processing; define future-state workflows and operating models.
• Elicit, refine, and translate requirements into clear delivery artifacts: business/functional specs, user stories, acceptance criteria, and process documentation.
• Partner with workflow/platform teams (e.g., Appian) to define workflow behavior, business rules, routing, SLAs, exception handling, and operational controls/entitlements.
• Define data and integration requirements with internal platforms and third parties (e.g., fund administrators, custodians, vendors), including APIs/events and file-based workflows when needed.
• Drive project execution activities end-to-end: workshops, backlog readiness/support, UAT planning and execution (scenarios, test cases, defect triage), training, cutover, and hypercare.
• Prepare executive-ready materials (process maps, business cases, status updates, demos) to communicate recommendations, trade-offs, and decisions to senior leadership.
• Establish and monitor KPIs (e.g., cycle time, exception rate, rework, SLA adherence, automation rates) and report outcomes post-implementation.
• Act as a day-to-day liaison across operations, technology, and external partners to ensure seamless execution and continuous improvement.

What they want

• Bachelor’s degree in Business, Finance, Operations Management, MIS/Computer Science, or related field (or equivalent experience). Advanced degree and/or certifications (Lean Six Sigma, PMP, CBAP) are a plus.
• 3+ years of experience as a Business Analyst, Operations Analyst, or similar role in financial services; alternatives exposure (private equity, private debt, real assets, hedge funds) strongly preferred.
• Demonstrated track record delivering process improvement and/or workflow automation in a complex, controlled environment (including end-to-end delivery from requirements through release).
• Strong understanding of investment operations concepts (e.g., cash management, lifecycle events, reconciliations, controls, reporting); experience working with administrators/custodians is a plus.
• Experience with process mapping and analysis tools (Visio, Miro, Lucidchart) and structured BA techniques (workshops, interviews, documentation standards).
• Comfort partnering with technical teams on data and integration requirements; ability to reason through edge cases and operational exceptions.
• Proficient in Excel and PowerPoint; working knowledge of SQL and/or BI tools is a plus.
• Strong communication, documentation, and stakeholder management skills, with the ability to drive alignment and present to senior leadership.
• Highly organized, detail-oriented, and able to manage multiple priorities with a bias toward action; confident challenging the status quo constructively.