Business Analyst, Business Technology

This is a fully remote position, open to applicants in New York, +1 more state.

📋 Description

• Acquire knowledge of the technology platforms and workflows utilized by HR, Finance, VCT, and OneVista.

• Assess, evaluate, and assist in recommending vendors or internally developed tools.

• Maintain an understanding of the enterprise application ecosystem, identifying integration, redundancy, and deprecation possibilities.

• Facilitate cross-platform integrations and data movements.

• Contribute to enhancing processes throughout Business Technology and the workflows of supported stakeholders.

• Utilize AI tools to speed up delivery and minimize repetitive manual tasks.

• Develop automated workflows and simple internal tools.

• Recognize intelligent automation possibilities for document processing, reporting, workflow orchestration, and data validation.

• Collect, document, and prioritize requirements from stakeholders.

• Convert business needs into user stories, process maps, and functional specifications.

• Keep documentation of decisions, configurations, and outstanding items up to date.

• Assist in test planning, defining test cases, coordinating testers, tracking defects, and conducting UAT.

• Monitor and report KPIs for the platforms and workflows being supported.

• Act as a point of contact for technology inquiries, requests, and daily support.

• Collaborate with the wider technology team on prioritization, delivery coordination, and operational support.

• Communicate project updates, timelines, and changes to stakeholders.

• Prepare reports and materials for team leaders and firm leadership.

• Support multiple projects simultaneously and address ad hoc needs, such as bug fixes, access requests, and time-sensitive deliverables.

• Engage in team meetings, stand-ups, and retrospectives.

⛳️ Requirements

• 1–3 years of experience in a business analyst, operations, technology support, or a related role; recent graduates with robust internship or project experience are welcome to apply.

• Practical or academic experience with AI-powered tools, including Claude, Claude Code, ChatGPT Enterprise, Slackbot, Replit, or other similar platforms.

• A genuine passion for leveraging AI to enhance workflows.

• Strong analytical abilities; preferably with experience in creating reports or dashboards using Salesforce, Sigma, Excel, or Power BI.

• Familiarity with Salesforce or comparable CRM platforms is advantageous.

• A solid grounding in requirements gathering and documentation practices.

• Capability to convert discussions into written summaries, user stories, or process notes.

• Excellent written and verbal communication skills.

• Ability to adjust tone and detail level for both technical colleagues and business stakeholders.

• Highly organized and detail-oriented, with the ability to handle multiple tasks and projects effectively.

• Collaborative mindset, comfortable working across teams, seeking assistance, and contributing to collective efforts.

• Bachelor’s degree in business administration, information systems, finance, or a related field, or equivalent professional experience.

• Exposure to or interest in private equity, investment management, or professional services is a plus but not mandatory.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive benefits package including health, dental, and retirement plans.

• Opportunities for professional development and training.

• Flexible work arrangements and a supportive team environment.