Technical Business Analyst

Atlas Search; New York (NY); On-site; USD 90,000 - 140,000; Full time

Job summary

Atlas Search seeks a driven Technical Business Analyst for our New York fundraising team. The role focuses on optimizing processes, supporting data-driven decisions, and delivering analytical insights across investor relations and capital raising.

You’ll partner with fundraising, investor relations, and technology teams, leveraging advanced Excel, Salesforce dashboards, and data modeling to enhance workflow efficiency and reporting accuracy.

Qualifications

• Bachelor's degree in Finance, Business, Economics, Information Systems, or a related field.
• 3–6 years of relevant business analyst experience in asset management or related investment sectors.
• Advanced Excel skills including SUMIFs, Pivot Tables, advanced formulas, data modeling, and charting tools.
• Hands-on Salesforce administration, including report and dashboard creation, user management, and basic automation.

Responsibilities

• Collaborate with the fundraising team to gather business requirements, analyze processes, and identify opportunities for operational improvement.
• Provide advanced Excel support, including complex formulas, pivot tables, data validation, and reporting automation.
• Administer and maintain Salesforce records for fundraising and investor relations, performing data cleansing, dashboard/report building, and process automation.
• Bridge communications between fundraising, investor relations, and technology teams to ensure data capture and workflow efficiency.
• Analyze fundraising pipelines, performance metrics, and investor engagement data to support business strategy.
• Assist in designing and documenting investment management processes, including capital raising, client onboarding, and investor reporting.
• Generate ad hoc and recurring analytical reports to support senior stakeholders in fundraising initiatives.
• Facilitate user acceptance testing (UAT) and provide end-user training as needed.

Skills

Analytical thinking

Communication skills

Project management

Data analysis

Education

Bachelor's degree in Finance, Business, Economics, Information Systems, or related field

Tools

Salesforce

Tableau

Power BI

Job description

We are working with a leading, highly diversified global investment management firm managing assets on behalf of institutional clients and private investors worldwide across credit, real estate, private equity, and permanent capital investment strategies. With a multi-decade track record and a global presence spanning its New York headquarters and affiliate offices around the world, the firm is known for strong investment performance and a disciplined, risk-adjusted approach to generating long-term returns for its investors.

We're seeking a driven and detail-oriented Technical Business Analyst to join a leading fundraising team. The ideal candidate will bring 3-6 years of professional business analysis experience within asset management or a related industry, and will play a pivotal role in optimizing business processes and supporting data-driven decision-making for the firm's fundraising activities.

Key Responsibilities

• Collaborate with the fundraising team to gather business requirements, analyze processes, and identify opportunities for operational improvement
• Provide advanced Excel support, including complex formulas (SUMIFs, VLOOKUP, Index/Match), pivot tables, data validation, and reporting automation
• Administer and maintain Salesforce records for fundraising and investor relations, performing data cleansing, dashboard/report building, and process automation
• Bridge communications between fundraising, investor relations, and technology teams to ensure accurate data capture, process alignment, and enhanced workflow efficiency
• Analyze fundraising pipelines, performance metrics, and investor engagement data to support business strategy
• Assist in designing and documenting investment management processes, including capital raising, client onboarding, and investor reporting
• Generate ad hoc and recurring analytical reports to support senior stakeholders in fundraising initiatives
• Facilitate user acceptance testing (UAT) and provide end-user training as needed

Qualifications

• Bachelor's degree in Finance, Business, Economics, Information Systems, or a related field
• 3-6 years of relevant business analyst experience, preferably within asset management, private equity, alternatives, or related investment sectors
• Advanced proficiency in Microsoft Excel (including SUMIFs, Pivot Tables, advanced formulas, data modeling, and charting tools)
• Hands-on, practical experience with Salesforce administration, including report and dashboard creation, user management, and basic automation
• Strong understanding of fundraising processes within investment management, and the data flows that support investor relations and capital raising
• Detail-oriented with exceptional analytical, problem-solving, and communication skills
• Proven ability to independently manage multiple projects and adapt in a fast-paced environment

Preferred Qualifications

• Certifications in Salesforce (Administrator, Advanced Administrator) highly desirable
• Exposure to other BI/reporting tools (e.g., Tableau, Power BI) a plus
• Experience supporting or working directly with fundraising or investor relations teams