Business Analyst

twentyAI; New York (NY); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Private healthcare

Enhanced pension contributions

Career progression

Development opportunities (certs, BI,技

Job summary

twentyAI in New York is seeking a Business Analyst to join a high-impact consulting team delivering data and technology solutions to Private Markets clients. You will analyze complex data, design solutions, and produce deliverables for senior stakeholders, while mentoring junior analysts and contributing to peer learning.

Ideal candidates have about 2 years in financial services, strong analytical skills, proficiency in Excel, Power BI, SQL, and documentation.

Qualifications

• Around 2 years’ experience in a comparable financial services role.
• Strong analytical and problem-solving skills with high attention to detail.
• Proficient in business process analysis and documentation.
• Commercial awareness of Private Equity operations.
• Excellent organization, prioritization and time management.
• Clear written and verbal communication with clients and stakeholders.
• Curious, proactive, adaptable and committed to continuous learning.

Responsibilities

• Build a deep understanding of Private Equity operations and fund structures to identify client requirements and propose solutions.
• Take on growing responsibility from the engagement lead, including project resource forecasting and budgeting.
• Update the engagement lead regularly on progress and manage escalations.
• Lead or oversee junior team members, delegating tasks with clear expectations for quality and delivery.
• Own project documentation, including requirements, specifications, prototypes and testing.
• Maintain issue and risk logs with mitigation plans, meeting notes with owners and deadlines, and client presentations including Steering Committee materials.
• Manage multiple client projects at once, balancing planning, time management and communication.
• Promote internal knowledge sharing through forums, documentation and presentations.

Tools

Excel

PowerPoint

Word

Visio

Power BI

SQL

Job description

Our client is a global leader in consulting and data solutions for the Private Markets industry. For over 15 years, they have helped Private Capital managers unlock the power of their data and treat it as a true asset. Their award-winning data platform and expert consulting services, from strategy through to system implementation, deliver smarter analytics, seamless integration and lasting operational excellence. They are recognized as one of the most trusted partners in the Private Capital industry.

The role

As Business Analyst, you will report to a Senior Consultant and join a high-impact consulting team delivering data and technology solutions to leading Private Equity and Private Markets firms. You will analyze complex data and operational challenges, design solutions, and produce high-quality deliverables for senior stakeholders. You will also mentor Analysts and help build a culture of peer-to-peer learning.

Key responsibilities

• Build a deep understanding of Private Equity operations and fund structures to identify client requirements and propose solutions
• Take on growing responsibility from the engagement lead, including project resource forecasting and budgeting
• Update the engagement lead regularly on progress and manage escalations
• Lead or oversee junior team members, delegating tasks with clear expectations for quality and delivery
• Own project documentation, including requirements, specifications, prototypes and testing
• Maintain issue and risk logs with mitigation plans, meeting notes with owners and deadlines, and client presentations including Steering Committee materials
• Manage multiple client projects at once, balancing planning, time management and communication
• Promote internal knowledge sharing through forums, documentation and presentations

About you

• Ideally around 2 years’ experience in a comparable financial services role (preferred, not essential)
• Strong analytical and problem-solving skills, with high attention to detail
• Skilled in business process analysis and documentation
• Commercial awareness of Private Equity operations
• Excellent organization, prioritization and time management
• Proficient in Excel, PowerPoint, Word and Visio
• Knowledge of Power BI and SQL, and comfortable working with technology and integrations
• Clear written and verbal communication, and confident dealing with clients and stakeholders
• Curious, proactive, adaptable and committed to continuous learning

What you’ll get

• Competitive salary, enhanced pension contributions, private healthcare and a benefits package designed to rival the best in the sector
• Clear KPIs and ongoing career progression
• Funded development opportunities, including:
• PRINCE2 project management certification
• Data visualisation tools (Tableau, Power BI, Python notebooks)
• Business analysis certification or equivalent training
• Investment Management Certificate (IMC) Levels 1 and 2
• Technical skills such as SQL, Excel modelling and AI automation