Business Strategy Specialist

Atlantic Group; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Atlantic Group is seeking a senior professional to drive enterprise-wide business transformation across a sophisticated investment platform. The role blends business analysis, project management, process improvement, AI adoption, and technology implementation to create measurable operational gains.

You will partner with stakeholders, map existing processes, document requirements, and lead cross-functional initiatives with Agile, Waterfall, or Hybrid methods.

Qualifications

• Bachelor's degree required; MBA or similar graduate degree preferred.
• 6–12 years of experience in management consulting, business transformation, business systems, project management, or technology implementation within financial services.
• Strong experience gathering requirements, process mapping, business analysis, quality assurance, and technology delivery.
• Experience leading complex cross-functional initiatives using Agile, Waterfall, or Hybrid methodologies.
• Advanced Microsoft Office skills with experience using project management tools such as SharePoint, Teams, Power BI, Azure DevOps, Jira.
• Demonstrated experience utilizing AI tools (e.g., ChatGPT, Microsoft Copilot, Claude) to improve productivity and automation.

Responsibilities

• Business Transformation: analyze workflows and implement scalable technology solutions.
• Business Analysis: gather requirements and translate needs into technical specs.
• Project Management: lead cross-functional initiatives with planning, budgeting, and risk management.
• Technology Solutions: collaborate with developers on design, data models, testing, and deployment.
• AI & Automation: leverage AI to accelerate analysis, documentation, testing, and workflows.
• Change Management: drive user adoption through training and communication.
• Process Improvement: reengineer processes for productivity and user experience.
• Cross-Functional Collaboration: work with Investment, Finance, Operations, Technology, and vendors.
• Project Operations: maintain documentation, risk logs, and day-to-day coordination.

Skills

Business analysis

Project management

Change management

Process improvement

AI adoption

Cross-functional collaboration

Stakeholder management

Education

Bachelor's degree

MBA or similar graduate degree

Tools

SharePoint

Teams

Power BI

Azure DevOps

Jira

Job description

Join a world-class global private equity firm and help drive enterprise-wide business transformation by bridging the gap between business and technology. This is a highly visible role that combines business analysis, project management, process improvement, AI adoption, and technology implementation across a sophisticated investment platform.

Responsibilities:

• Business Transformation: Partner with business stakeholders to analyze existing workflows, identify opportunities for improvement, and implement scalable technology solutions that drive operational efficiency.
• Business Analysis: Gather business requirements, document functional specifications, and translate business needs into technical requirements for development teams.
• Project Management: Lead cross-functional technology and business initiatives from planning through execution, including project plans, budgets, timelines, risk management, stakeholder communication, and status reporting.
• Technology Solutions: Collaborate with developers on solution design, data models, user interfaces, testing, and implementation while ensuring business requirements are met.
• AI & Automation: Leverage AI tools to accelerate analysis, documentation, testing, workflow automation, and project delivery while identifying opportunities to create business value through emerging technologies.
• Change Management: Drive user adoption through training, communication, rollout planning, and organizational change management initiatives.
• Process Improvement: Reengineer existing business processes, challenge the status quo, and implement scalable solutions that improve productivity and enhance the user experience.
• Cross-Functional Collaboration: Work closely with Investment, Finance, Operations, Technology, and external vendors to deliver strategic initiatives across the organization.
• Project Operations: Maintain project documentation, risk registers, issue logs, project repositories, and support day-to-day project coordination activities.

Qualifications:

• Education: Bachelor's degree required; MBA or similar graduate degree preferred.
• Experience: 6–12 years of experience in management consulting, business transformation, business systems, project management, or technology implementation within financial services, asset management, investment banking, or consulting.
• Business & Technology: Strong experience gathering requirements, process mapping, business analysis, quality assurance, and technology delivery.
• Project Management: Experience leading complex cross-functional initiatives using Agile, Waterfall, or Hybrid methodologies.
• Technical Skills: Advanced Microsoft Office skills with experience using project management tools, SharePoint, Teams, Power BI, Azure DevOps, Jira, or similar platforms.
• AI & Innovation: Demonstrated experience utilizing AI tools (e.g., ChatGPT, Microsoft Copilot, Claude) to improve productivity, documentation, analysis, and workflow automation.
• Analytical Skills: Strong understanding of data modeling, reporting, analytics, and process optimization.
• Preferred Experience: Exposure to accounting, CRM, front-office, investment operations, or back-office systems; familiarity with SQL, VBA, or coding is a plus.
• Attributes: Highly organized, intellectually curious, collaborative, and proactive with exceptional communication, presentation, and stakeholder management skills.

Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.