Investment Management - AI Business Analyst

I have an opportunity with one of our top tier investment management firms for a Tech Business Analyst to sit on the AI team. This is an AVP role within the organization and an exciting role within the AI team.

This is 4 days onsite in the NYC office.

This position functions as a key member of the Investment Division Technology team, with a specialized focus on AI. This is very much a Lead Tech Analyst role responsible for analyzing, designing, and implementing scalable business and data solutions that support the evolving needs of the AI platform.

Responsibilities

• Partner with different investment teams and Shared Services to deliver technology and data solutions that enhance operational efficiency and investment insights.
• Lead the creation of detailed business and technical requirements for new systems, data pipelines, and reporting tools.
• Collaborate with internal stakeholders to ensure alignment between business needs and technical implementation.
• Manage and execute projects or workstreams, including planning, stakeholder communication, and delivery oversight.
• Facilitate the transition of new solutions into business-as-usual operations, ensuring proper documentation and training.
• Define and promote best practices for data governance, metadata management, and integration strategies specific to private markets data (e.g., fund-level, deal-level, cash flows, valuations).
• Contribute to the development of technology roadmaps and the evolution of the Private Markets data architecture.
• Maintain and enhance documentation for systems, data flows, and business processes.

Qualifications

• Experience in a technical or analyst role, preferably within investment banking, asset management or financial services
• Proven experience managing or leading technology projects in financial services.
• Strong skills in requirements elicitation, documentation, and stakeholder communication.
• Proficiency in SQL or Excel for data analysis and validation.
• Experience working with data platforms, ETL tools, and business intelligence/reporting tools.
• Excellent organizational skills and ability to manage multiple priorities in a fast-paced environment.
• Strong written, verbal, and presentation communication skills.
• Ability to collaborate effectively across business and technology teams to solve complex problems.

Lori Sklarski

Senior Technical Recruiter, PRI Technology

[email protected]

Direct:(973)-354-2797

Office: 973.732.5454 x27

Cell: 973.432.9968

www.pritechnology.com

• www.pritechnology.com