Business Systems Analyst III
About The Position
The Alternative Investments Team provides accounting, pricing, and reconciliation services for our alternative investment fund clients. This group is a growing team that continues to add to our client portfolio. With additional clients and the evolution of client needs comes the opportunity to grow our knowledge base and expand our technological capabilities. We're looking for a Business Systems Analyst III to help our alternative investments team scale beyond our current Excel-based infrastructure. As we onboard several large new clients, we need someone who can both manage the hands-on work of bringing in new clients' historical data and lead the effort to modernize the systems and validation processes that our team relies on every day. This is a high-visibility role that sits at the intersection of fund accounting operations and systems/process design. You'll work directly with a team of experienced fund accountants who understand the business deeply but need a partner who can translate that institutional knowledge into scalable, systematized workflows.
Requirements
- Experience in business systems analysis, process improvement, or data operations — ideally within financial services, fund administration, or asset management.
- Strong understanding of data validation and reconciliation concepts (tying data from one source system to another).
- Advanced Excel skills required.
- Experience with database concepts (SQL) and/or experience helping organizations move from spreadsheet-based processes to scalable systems.
- Ability to manage large data volumes and design processes that hold up as data volume grows.
- Strong communication skills — comfortable working with both technical and non-technical stakeholders, and able to document processes clearly.
- Self-starter who can work independently in a remote environment.
- Detail oriented, organized, and have project management experience.
Nice To Haves
- VBA experience is a strong plus.
- Familiarity with private equity, hedge fund, or fund-of-funds accounting and reporting.
- Experience with low-code/no-code platforms (e.g., Power Apps, Airtable) or scripting languages (Python) for data processing.
- Prior experience supporting a client onboarding function in financial services.
Responsibilities
- Lead the ingestion and validation of historical data sets for new private equity, hedge fund, and fund-of-funds clients, ensuring data integrity from day one.
- Evaluate existing Excel-based validation processes and redesign them for a more scalable platform.
- Research, recommend, and help implement tools or platforms that can replace manual, workbook-by-workbook validation with something that scales across a growing client base.
- Partner with our existing VBA/Excel automation to identify what should be migrated, replaced, or bridged during the transition, minimizing disruption to daily operations.
- Document new processes and train team members on new tools as they're rolled out.
- Work closely with fund accountants, technology teams, and client-facing staff to ensure new systems meet both operational and client-reporting needs.
Benefits
- Paid Time Off
- a 401(k) matching program
- annual incentive pay
- paid holidays
- a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- health savings, flexible spending, and dependent care accounts
- adoption assistance
- an employee assistance program
- fitness reimbursement
- tuition reimbursement
- an associate wellbeing program
- an associate emergency fund
- various associate banking benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
