Technical Business Analyst

Technical Business Analyst, Fundraising (Consultant) Location: New York, NY — Onsite 3x/week Engagement: Long-term consulting (1+ year), potential to convert About the Firm A leading global investment manager with ~$45.7B in AUM, serving ~1,800 institutional clients and private investors across credit, real estate, private equity, and permanent capital strategies. The Role Join a growing fundraising team as a Technical Business Analyst, supporting data-driven decision-making and process optimization for fundraising and investor relations. Responsibilities • Gather business requirements and improve fundraising processes • Build advanced Excel reporting (SUMIFs, VLOOKUP, Index/Match, pivot tables, automation) • Administer Salesforce — data cleansing, dashboards, reports, automation • Bridge fundraising, investor relations, and tech teams for data accuracy and workflow alignment • Analyze fundraising pipelines and investor engagement data • Document processes for capital raising, onboarding, and investor reporting • Support UAT and end-user training Requirements • Bachelor's degree in Finance, Business, Economics, or related field • 3-6 years of business analyst experience in asset management, PE, or alternatives • Advanced Excel skills (formulas, pivot tables, data modeling) • Hands-on Salesforce administration experience • Strong understanding of fundraising/investor relations data flows • Detail-oriented, strong communicator, able to manage multiple projects independently Nice to Have • Salesforce certification (Admin or Advanced Admin) • Experience with Tableau or Power BI • Direct fundraising or investor relations exposure