Business Systems Analyst

SDL Search Partners; Boston (MA); On-site; USD 100,000 - 150,000; Full time

Job summary

SDL Search Partners is seeking an experienced Business Analyst to join our Private Markets and Corporate Technology team in Boston. You will work on systems that support partnership accounting, fund reporting, and BI across the firm, partnering with stakeholders, vendors, developers, and QA to deliver measurable improvements.

You will leverage expertise in Investran, eFront, or LemonEdge and BI tools such as Tableau and Power BI to translate complex requirements into technical specifications,

Qualifications

• 5+ years of business/systems analysis experience in buy-side/asset management or private equity.
• Experience with partnership accounting systems (Investran, eFront, Lemon Edge).
• Experience with BI/reporting tools (Tableau, Power BI) including dashboard design.
• Strong communication with technical and non-technical stakeholders.
• Experience in Agile/Scrum environments.

Responsibilities

• Lead requirements gathering, documentation, and testing for partnership accounting and BI/reporting solutions.
• Translate complex fund accounting and data requirements into technical specifications.
• Identify opportunities to streamline processes across Investran and BI tools.
• Support data validation, reconciliation, and QA between systems and BI layers.
• Serve as SME in partnership accounting and private fund reporting.
• Advise on leveraging Investran features and automation.
• Manage plugins, customizations, and integrations to/from Investran.
• Lead product lifecycle and roadmap for Investran upgrades.
• Support new integrations and upgrades to platforms.
• Advocate best practices in systems analysis, product management, and governance.

Skills

Business analysis

Stakeholder engagement

SQL

Excel

Python scripting

Agile/Scrum

Communication skills

Education

Bachelor's degree in Computer Science, Information Systems, Finance, or Accounting

Tools

Investran

eFront

LemonEdge

Tableau

Power BI

Job description

Applicants must be authorized to work in the U.S. without current or future visa sponsorship

This is a direct-hire role. C2C, C2H or any other contract model will not be considered.

DESCRIPTION

This position will be working within our client's Private Markets and Corporate Technology team, which supports Private Equity, Growth & Venture, Real Assets and cross firm platform services areas. This role will focus on the systems and processes that support partnership accounting, fund reporting, and business intelligence across the firm.

Leveraging both business and technical knowledge, this individual will work closely with business stakeholders, vendors, application developers, and QA specialists to deliver and continuously improve solutions across partnership accounting platforms (e.g., Investran, eFront, LemonEdge) and business intelligence/reporting tools (e.g., Tableau, Power BI) supporting finance and investment operations teams.

This is an excellent opportunity for an experienced business analyst to apply deep partnership accounting and BI expertise, build product management skills, and gain exposure to key business leaders across a world-class organization.

KEY RESPONSIBILITIES

Business Analysis & Delivery

• Lead requirements gathering, documentation, and testing for partnership accounting and BI/reporting solutions supporting global private equity business needs.
• Translate complex fund accounting, reporting, and data requirements into actionable technical specifications.
• Identify opportunities to streamline processes and enhance functionality across partnership accounting platforms (Investran, eFront, LemonEdge) and BI tools (Tableau, Power BI).
• Support data validation, reconciliation, and quality assurance between partnership accounting systems and downstream reporting/BI layers.
• Serve as a subject matter expert in partnership accounting and private fund/investor reporting, including fee and return calculations, financial statements, investor statements, ILPA reporting, and other key reporting deliverables for private funds.
• Deep understanding of current and upcoming Investran features, advising accounting team on leveraging them.
• Collaborate and advise finance team on key investor accounting and reporting workflows surrounding Investran and help leverage new product features or custom automations to improve them.
• Manage and support plugins, customizations and integrations to and from Investran.
• lead product lifecycle and roadmap for Investran including upgrade to Investran.
• Support development of new integrations and upgrades to existing platforms.
• Advocate best practices in systems analysis, product management, and project governance.

QUALIFICATIONS

• Bachelor's degree in computer science, Information Systems, Finance, Accounting, or a related field.
• 5+ years of business/systems analysis experience, including prior experience supporting buy-side/asset management or private equity firms.
• Hands-on experience with one or more partnership accounting systems such as Investran, eFront, or Lemon Edge.
• Experience with BI/reporting tools such as Tableau and Power BI, including dashboard design and data modeling.
• Proven track record of managing multiple projects and driving business-facing technology solutions.
• Excellent communication skills with the ability to engage both technical and non-technical stakeholders.
• Experience working in Agile/Scrum environments.
• Strong problem-solving and analytical skills, with the ability to translate complex business requirements into technical solutions.
• Technical skills with SQL and Excel; Python or other scripting experience a plus.
• Familiarity with data pipeline technologies and orchestration tools
• Experience evaluating, implementing, or configuring AI-enabled solutions to augment key business processes is preferred.