Front Office Business Analyst – Private Equity / Wealth

We're Hiring: Front Office Business Analyst – Private Equity / Wealth!

We are seeking an experienced Business Analyst (BA) in Private Equity (PE)/ Wealth Management (WM) that acts as the vital bridge between the front office investment professionals (managingdirectors, principals, and associates) and technology/data teams. They ensure the deal team has the data, tools, and workflows necessary to evaluate and close investments smoothly.

• System Implementation & Tech Optimization: Configuring and managing deal-flow management tools, CRMs, and portfolio monitoring software so the front office can track targets and ongoing investments.
• Data Gathering & Reporting: Consolidating market data, macroeconomic trends, and historical performance from various sources into clean, digestible dashboards for the investment team.
• Requirement Gathering: Translating the strategic needs of dealmakers and stakeholders into clea...