Business Analyst-Private Equity (PE) with AI

Title: Business Analyst-Private Equity (PE) with AI Location: NY (onsite-3/4 days) Duration: Long Term Job Responsibilities Work directly with employees across the organization to identify AI opportunities and define requirements for AI-enabled offerings Translate PE business processes and workflows into AI solution requirements that development and data teams can execute on Support the rollout and adoption of AI tools and platforms across business divisions (deal team, investor relations, fund operations, portfolio management) Develop AI adoption playbooks, training materials, and enablement resources tailored to PE-specific workflows Facilitate workshops, stakeholder meetings, and training sessions to drive AI literacy and adoption across the firm Collaborate with data science, engineering, and product teams to implement and validate AI solutions Define and document requirements for AI initiatives using JIRA (Epics, Stories, Tasks) with clear acceptance criteria Analyze existing workflows to identify where AI can improve investment decision-making, operational efficiency, and stakeholder communication Support UAT and validate AI solutions with business teams to ensure they meet real workflow needs Stay current on AI trends, tools, and best practices relevant to PE and financial services (agents, agentic workflows, enterprise AI governance) Requirements 5+ years of experience as a Business Analyst, Product Analyst, or AI Strategy role in financial services, private equity, or alternative investments Deep AI knowledge beyond basic prompting: understanding of AI agents, agentic workflows, enterprise AI platforms, and how AI integrates into business processes Strong written and verbal communication skills: ability to explain AI concepts to non-technical PE professionals and create compelling presentations Experience working with business stakeholders to gather requirements, define workflows, and translate needs into technical specifications Proficiency with JIRA, requirements documentation, and agile/SDLC methodologies Ability to work across multiple business divisions and initiatives simultaneously Self-directed work style: identify gaps, resolve issues proactively, deliver complete work without constant oversight US-based and authorized to work in the United States Available to work onsite in Manhattan (up to 3-4+ days/week especially at start) Preferred Qualifications Direct experience at a PE firm, hedge fund, or alternative investment manager Experience with AI training, enablement, or change management (developing AI adoption playbooks, facilitating AI workshops, coaching non-technical teams) Understanding of PE-specific workflows: deal flow, fund operations, capital calls, NAV calculations, investor reporting, portfolio monitoring Experience with enterprise AI platforms (Palantir, Dataiku, C3.ai, H2O.ai, or similar) Knowledge of AI governance, responsible AI, and compliance considerations in financial services Background in identifying and implementing AI use cases across an organization (not just a single team) Experience working in a fast-paced environment where consultants are held to the same standard as full-time employees