Strategic Business Analyst

Holland Mountain; San Francisco (CA); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

100% Company-paid health insurance for employee and family

Paid Health Savings Account (H.S.A.)

Annual discretionary bonus

Paid professional development classes

15 company paid holidays and 15 vacation days

Job summary

A premier financial consulting firm in San Francisco is seeking a Strategic Business Analyst to thrive at the intersection of strategy, data, and execution. You will work closely with senior leadership on impactful projects, drive strategic initiatives, and leverage data analytics to improve firm operations. The ideal candidate has over 6 years of experience in strategy or business analysis and is skilled in tools like Excel and Power BI. Benefits include comprehensive health insurance, paid professional development, and flexible working conditions.

Qualifications

• 6+ years in strategy, consulting, business analysis, or financial services.
• Strong experience working with data, reporting, and complex problems.
• Proven ability to manage projects and influence stakeholders.

Responsibilities

• Break down complex business challenges and create clear plans.
• Support leadership in executing high-priority strategic initiatives.
• Lead cross-functional initiatives from start to finish.

Skills

Analytical depth

Business intuition

Hands-on execution

Project management

Problem-solving

Tools

Excel

Power BI

Tableau

SQL

Python

Job description

Strategic Business Analyst (Private Equity)

Hybrid work environment in premier Financial District building.

3 days in the office 2 days remote

Shape the future of a global private equity platform

Are you someone who thrives at the intersection of strategy, data, and execution? Do you enjoy turning complex ideas into real-world impact?

Want to work directly with senior leadership and help shape the future of a global private equity platform?

Our Client (≈$15B AUM) is hiring a Strategic Business Analyst to sit at the intersection of strategy, data, and execution.

This is a high-impact, newly created role not just analysing problems but solving them.

Why this role is exciting

• Work directly with the COO and senior partners
• Drive firm-wide strategic initiatives, not just analysis
• Blend data, technology, and business strategy
• Get exposure to private equity operations at a global scale
• Help shape how the firm uses AI, automation, and analytics
• Opportunity to travel and collaborate across offices

This is not a back-office analyst role—this is a front-row seat to decision-making and transformation.

What you’ll be doing

Turn strategy into action

• Break down complex business challenges and turn them into clear plans
• Support leadership in executing high-priority strategic initiatives
• Identify opportunities to improve performance, efficiency, and scalability

Own data-driven insights

• Build analytical models and reporting frameworks
• Transform data into clear, actionable recommendations
• Improve how the firm captures, manages, and uses data

Drive meaningful projects

• Lead cross-functional initiatives from idea to implementation
• Coordinate across finance, investment, and operations teams
• Track progress, manage risks, and ensure delivery

Innovate with technology

• Identify opportunities to leverage AI, automation, and modern tools
• Help implement systems that improve workflows and decision-making

Influence senior stakeholders

• Prepare executive-level presentations and insights
• Translate complexity into clarity for leadership teams

What we’re looking for

You’re someone who combines analytical depth with business intuition:

• 6+ years in strategy, consulting, business analysis, or financial services
• Strong experience working with data, reporting, and complex problems
• Advanced Excel skills; experience with tools like Power BI or Tableau
• Bonus: SQL, Python, or exposure to data/analytics tools
• Proven ability to manage projects and influence stakeholders

But just as important:

• Curious, proactive, and solutions-focused
• Comfortable working with senior leadership
• Able to connect dots across teams, data, and strategy
• Thrive in a fast-paced, evolving environment

What you’ll gain

• Direct exposure to private equity strategy and operations
• The chance to lead high-impact projects over time
• A role that evolves with you—grow into a strategic leader
• Influence how a global firm operates, scales, and innovates

Who this role is perfect for

This role is ideal if you’re:

• A consultant or analyst wanting to move closer to decision-making
• Someone who enjoys both big-picture thinking and hands‑on execution
• Excited by data, strategy, and building better ways of working

BENEFITS

• Walking distance to BART and the Ferry Building.
• 100% Company-paid health insurance for employee and family.
• Paid Health Savings Account (H.S.A.).
• 100% Company-paid Life & Long-Term Disability Insurance for employee.
• Annual discretionary bonus and profit sharing payments.
• Paid professional development classes.
• Team environment and highly diverse workforce.
• 15 company paid holidays & 15 vacation days leave from start of employment.

If you’re excited by solving complex problems and driving real change, and looking for a role where your work directly shapes outcomes not just reports on them, this is it.

#PrivateEquity #Strategy #BusinessAnalysis #Hiring #Data #Careers