Business Analyst

Business Analyst - AI & Financial Data Reporting (NYC Hybrid) We’re hiring a Business Analyst to support data and reporting initiatives within a fast-paced asset management environment, with a growing focus on AI-driven workflows. This role sits at the intersection of financial data, reporting, and emerging AI tools, helping teams better structure, analyze, and deliver insights across key business functions. 🔧 Key Responsibilities • Partner with business + technology teams on data/reporting initiatives (AUM, sales data, etc.) • Gather requirements and translate into user stories, data flows, and reporting outputs • Analyze current-state vs future-state processes and identify improvements • Support UAT, testing, and implementation of data solutions • Leverage AI tools (GPT, Copilot) to enhance documentation, analysis, and workflows ✅ Required Experience • Strong SQL + Excel skills for data analysis • Experience with financial data / investment reporting / asset management environments • Proven track record delivering data/reporting projects end-to-end • Ability to work independently and navigate ambiguous requirements • Exposure to AI tools (GPT, Copilot) in a professional setting ➕ Nice to Have • Experience with AUM or sales reporting • Familiarity with Tableau or BI tools • Background in data modeling, transformation, or process optimization • Agile experience Benefits (W2): • Health insurance • Health savings account • Dental insurance • Vision insurance • Flexible spending accounts • Life insurance • Retirement plan EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.