The Senior Business Analyst combines in-depth knowledge of accounting and reporting matters with technical capability and superb interpersonal skills to elicit, define, and document systems requirements to the development team
The Senior Business Analyst is a liaison for the Shareholder Reporting business team to the systems groups
This role also includes general application support, issue documentation, project representation, and portfolio management
Thus, the business analyst performs many sub-roles as business analyst, systems analyst, and project coordinator for the Shareholder Reporting team

Bachelor's Degree in accounting, finance, business, business analysis, CIS or the equivalent
4+ years prior experience in the mutual fund industry (previous financial reporting experience with Alternative Investment products preferred)
3+ years project experience required (active participation and/or management)
Your ability to work concurrently on a variety of opposing priorities, while remaining flexible to a constantly evolving regulatory environment
Your strong verbal and written communication skills
Your experience in translating business requirements to technical resources
Your experience working with product owners to build, prioritize and maintain product backlog
Your knowledge of and experience with tools and techniques for handling and evaluating business acceptance tests
Your extensive understanding of MS Office
Your experience with database query tools, such as Microsoft Access, SQL, Power BI, or Oracle, are preferred
Experience with Confluence's Unity financial reporting software is a plus
Experience with SunGard’s InvestOne and the Geneva accounting software and related reporting tools are a plus.

Senior Business Analyst – Private Markets

Key skills