Business Analyst with Performance Reporting / Privates-Alts - Boston - Addepar

Yoh Services LLC; Boston (MA); On-site; USD 112,000 - 160,000; Full time

Benefits offered by this job

Medical & Dental

Vision Benefits

HSA

Life Insurance

Disability Insurance

401K

Direct Deposit

Referral Bonuses

Training programs

Job summary

Yoh Services LLC is seeking a Principal-level Technical Business Analyst to join the Transformation Office in Boston. You will bridge business, product, and technology to define, design, and deliver complex investment-management projects.

You will work closely with business and technology teams, managing stakeholder expectations and driving end-to-end change across front, middle, and back-office functions. A strong BA background with SDLC, Agile delivery, and data-querying skills is required.

Qualifications

• 7-10 years' experience as a Technical Business Analyst or hybrid PM/BA.
• Hands-on delivery on projects involving Addepar, Burgiss Caissa, Canoe Intelligence, Simcorp Dimension, Geneva.
• Experience designing and implementing private markets workflows across hedge funds and PE.
• Full SDLC experience with Agile software delivery.
• Ability to engage with stakeholders at all levels; knowledge of SQL/Python/Java.
• Proficiency in creating visual mocks with Balsamiq/Lucid/Visio.

Responsibilities

• Shape business case for major technology spend with stakeholders.
• Lead delivery of one or more workstreams in a global transformation program through SDLC.
• Manage stakeholder expectations on progress, requirements, constraints, risks, dependencies.
• Document process flows, business rules, and detailed requirements.
• Analyze impact across teams and systems; apply BA tools for clarity.
• Define work breakdown structures and functional designs with vendors/tech teams.
• Contribute to innovative solution designs and end-to-end visions.
• Support testing activities including planning, scripting, execution, and defect triage.
• Identify technical constraints and risks affecting delivery.
• Lead change management and KPI/OKR adoption post-implementation.

Tools

Addepar

Total Plan Manager (Burgiss Caissa)

Canoe Intelligence

Simcorp Dimension

Geneva

Balsamiq

Lucid

Visio

Job description

Onsite in Boston

BSA experience with direct performance reporting experience.

Privates / alts experience.

experience with Addepar or related product would be ideal.

Job Description / Position Responsibilities

We are seeking a Principal-level Technical Business Analyst to join Transformation Office and play a key role in the delivery of complex portfolio of investment management and reporting projects. This role sits at the intersection of business, product, and technology, requiring strong technical curiosity coupled with structured analysis, delivery ownership and confident stakeholder engagement.

You will operate semi-independently in a high-impact, internal-customer-facing role, working closely with business and technology teams to define, design, and deliver change. Your primary stakeholders will be a range of internal subject matter experts spanning front and middle/back office teams plus Data and Technology delivery leads.

Key Responsibilities include:

• Shape business case for major technology spend coordinating with business stakeholders
• Lead delivery of one or more workstreams in a complex, multi-functional global transformation programme through the complete SDLC, including vendor management
• Manage stakeholder expectations around progress, requirements gathering, solution definition, constraints, risks, and dependencies clearly and proactively
• Work with business owners to extract and formally document process flows, business rules, and detailed requirements
• Research, analyse, and produce impact assessments across teams, systems, and processes
• Apply a broad range of Business Analysis tools and techniques to ensure clarity, completeness, and shared understanding
• Work closely with vendor and technology teams to:
  • Document functional designs and sequence diagrams
  • Define work breakdown structures
  • Clearly articulate what needs to be built and tested
• Shape and contribute to innovative, practical solution designs
• Integrate business and technical perspectives into a coherent end-to-end solution vision
• Participate in and drive testing activities including test planning and scripting; test execution and defect triage
• Identify and communicate technical constraints, risks, and dependencies impacting delivery
• Lead change management efforts to drive adoption, including defining and implementing KPI / OKRs post implementation

Attributes / Required Skills

• 7-10 years' experience as a Technical Business Analyst, Project Manager, or hybrid PM/BA in a technology or software delivery environment
• Hands-on delivery experience on projects involving Addepar (highly desirable), Total Plan Manager (aka Burgiss Caissa), Canoe Intelligence, Simcorp Dimension, Geneva, etc.
• Strong experience designing and implementing alternatives or private markets workflows across hedge funds, private equity, private debt, fund of funds and so on
• Large project experience through full SDLC, adept at Agile software delivery
• The ability to engage and communicate effectively with both internal and external stakeholders of all levels, and coordinate teams of business users and technical staff across multiple locations
• A curious and analytical approach with the ability to identify areas for process improvements or improving business functionality
• Preferred but not mandatory: Prior experience within the Financial Services industry at an Outsourced Chief Investment Office (OCIO), Wealth Management, or Asset Management firm or experience working in Alternatives via technology consultancy
• Ability to understand and query relational databases and programming languages (for example, but not limited to, SQL, Python, Java)
• Prior experience in building visual mock-ups (for example, but not limited to, using Balsamiq, Lucid, Visio)
• Proficiency in building process diagrams, creating user stories, building Gantt charts and entity relationship diagrams
• A strong academic record, or equivalent experience; a Bachelor's degree is desirable but not essential

Estimated Min Rate

$112000.00

Estimated Max Rate

$160000.00

What's In It for You?

We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh's network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh's extensive talent community that will provide you with access to Yoh's vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements.

• Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
• Health Savings Account (HSA) (for employees working 20+ hours per week)
• Life & Disability Insurance (for employees working 20+ hours per week)
• MetLife Voluntary Benefits
• Employee Assistance Program (EAP)
• 401K Retirement Savings Plan
• Direct Deposit & weekly epayroll
• Referral Bonus Programs
• Certification and training opportunities

Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.

Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.

For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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