Business AnalystPrivate Client FundraisingInvestor Relations

Position: Business Analyst/Private Client Fundraising/Investor Relations

Location: NYC NY***Day 1 Hybrid***

Duration: 1 Year

Job Description:

Seeking an IT Business Analyst to support its Institutional Private Client fundraising technology platform partnering with Investor Relations Fundraising and Technology teams to enhance systems that manage roadshows investor pipelines onboarding and opportunity tracking.

Key Responsibilities:

Partner with business stakeholders across Fundraising and Investor Relations to gather document and refine requirements for fundraising technology solutions

Support and enhance CRM platforms used for tracking investor activity opportunities and fundraising pipelines

Translate business processes related to roadshows investor onboarding and prospect management into functional specifications

Analyze and improve workflows tied to institutional client engagement and capital raising efforts

Work closely with developers and technology teams to design test and implement system enhancements

Build and maintain detailed reports and dashboards (primarily in Excel) to track fundraising performance and pipeline activity

Assist in data quality governance and accuracy initiatives across investor and opportunity data

Support UAT release coordination and post-implementation validation

Required Qualifications:

4 8 years of experience as an IT Business Analyst within financial services

Strong understanding of fundraising concepts including roadshows investor pipelines opportunity tracking and onboarding processes

Hands-on experience with CRM systems (e.g. Salesforce or similar platforms)

Advanced Excel skills (pivot tables VLOOKUP/XLOOKUP data analysis reporting)

Ability to bridge business and technology translating requirements into actionable solutions

Strong communication and stakeholder management skills

Preferred Qualifications:

Experience working with Institutional Private Clients Private Equity Hedge Funds or Asset Management firms

Familiarity with Investor Relations workflows and capital raising operations

Exposure to data governance data quality or reporting tools

Experience supporting fundraising or IR technology platforms

Key Traits:

Detail-oriented with strong analytical thinking

Ability to operate in a fast-paced high-demand environment

Proactive solutions-driven mindset with strong ownership

Work Arrangement:

Hybrid schedule: 3 days per week onsite in NYC 2 days remote