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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong business analysis and product analysis skills, with expertise in creating requirements, process documentation, and user stories. Proficient in data analysis using SQL and Excel, and knowledgeable in private markets and alternative investment processes.
Highest-signal resume keywords
Business AnalysisProduct AnalysisData Analysis Using SQLAgile Delivery EnvironmentsProcess Documentation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Requirements GatheringProcess DocumentationUser StoriesData ModelingSource-To-Target MappingBusiness Process DesignTest Scenario DevelopmentData Quality RequirementsFunctional RequirementsClient Presentations
Soft Skills
Written CommunicationVerbal CommunicationPresentation SkillsClient Service SkillsTime Management
Tools & Technologies
SQLExcelBusiness Intelligence Tools
Industry Keywords
Financial ServicesAsset ManagementAlternative InvestmentsPrivate MarketsProduct Delivery Life Cycle
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Own analysis and delivery activities for defined product or business workstreams
- Facilitate stakeholder interviews, process walkthroughs and requirements workshops
- Document current-state and future-state processes, pain points, business requirements, functional requirements, user stories and acceptance criteria
- Translate business needs into prioritized product capabilities and structured backlogs
- Analyze workflows and data across fundraising, deal execution, portfolio monitoring, fund accounting, capital activity, valuations, investor servicing and reporting
- Develop process maps, business rules, operating controls and functional requirements
- Develop source-to-target mappings and data quality requirements
- Support conceptual and logical data models for fund, investor, portfolio company, transaction and performance data
- Support product discovery, minimum viable product scope and release priorities
- Collaborate with architects, designers, developers and data engineers
- Develop test scenarios and scripts, coordinate user acceptance testing, document defects and validate delivered capabilities
- Prepare client-ready materials, status updates, decision points and recommendations
- Contribute reusable assets, market research, proposals and knowledge sharing related to private markets products and platforms
Requirements
What you’ll need- Bachelor's degree in business, finance, economics, information systems, computer science, engineering or a related field and approximately 4 to 6 years of relevant work experience; or a graduate degree and approximately 3 to 5 years of relevant work experience
- Experience as a business analyst, business systems analyst, product analyst, product owner or similar role within financial services, asset management, alternative investments or consulting
- Experience supporting at least one phase of the product or technology delivery life cycle
- Demonstrated ability to create requirements, process documentation, user stories, test materials and client presentations
- Willingness and ability to travel based on client needs
- Valid driver's license and passport
- Working knowledge of private markets and alternative investment processes, products, operating models, data and reporting needs
- Strong business analysis and product analysis skills
- Experience working in agile delivery environments
- Strong data analysis skills using SQL, Excel or business intelligence tools
- Working knowledge of data modeling
- Ability to create and validate source-to-target mappings, transformation rules, data definitions and reconciliation requirements
- Strong business process design skills
- Strong written, verbal, presentation and client service skills
- Ability to manage multiple priorities, meet deadlines and escalate risks or dependencies promptly
Benefits
Comp & perks- Medical and dental coverage
- Pension and 401(k) plans
- Flexible vacation policy
- EY Paid Holidays
- Winter/Summer breaks
- Personal/Family Care leave
- Other leaves of absence supporting physical, financial, and emotional well-being
- Comprehensive compensation and benefits package
- Professional growth and personal fulfillment
- Inclusive culture
