Business Analyst
About the Role
We are seeking a Nashville-based Business Analyst to join our Private Alternatives Infrastructure team. This team is responsible for delivering technology and operations designed to enable revenue growth, drive efficiency, and mitigate risk for the Private Alternatives business channel, which includes Private Credit, US/European Real Estate Debt, Private Placements, and other private market strategies.
The Business Analyst will partner closely with multiple private alternative business units and technology & operations teams to define, design, and oversee the implementation of best-in-class technology solutions to solve complex alternative investment business problems. The role involves building strong relationships with subject matter experts in Commercial Real Estate, Private Credit, Private Equity, and Private Placements, translating business needs into technical requirements, and liaising with third-party application teams and in-house developers.
This role requires close collaboration with various internal and external stakeholders, including software developers, business analysts, product owners, investment professionals, internal IT staff, and vendor personnel. The position offers opportunities to further develop industry and technical knowledge while contributing to the buildout of a leading alternative investment technology infrastructure.
Responsibilities
- Proactively oversee third-party technology vendor relationships for deal pipeline, investment reporting, and portfolio management applications, including enhancement queue management and system bug tracking.
- Manage multi-functional, complex projects in a fast-paced environment, including systems implementations, process design/automation initiatives, application development, and reporting and analytics solutions.
- Provide white-glove support for third-party and internal applications, including production troubleshooting, testing, and data management.
- Govern stakeholder engagement with concise, predictable communication to keep stakeholders invested in the solution development process, from inception through delivery.
- Produce clear, high-quality collateral supporting the solutions development process, including user stories, technical business requirements, mock-ups, functional prototypes, and solution documentation.
- Participate in an agile-like development process by liaising between stakeholders and in-house software developers throughout a collaborative solutions development lifecycle.
- Design thorough quality assurance (QA) testing plans to ensure the reliability and integrity of solutions.
- Leverage low-code and business intelligence tools to build solutions when applicable.
Specific responsibilities may include but are not limited to:
- Business Requirements Documentation
- Prototype Design
- Application Support
- QA Testing and Design
- Data Management
- Vendor Oversight
- Managing a Product Roadmap
- Project Management
Requirements
- Undergraduate degree with 3+ years of relevant work experience as a Business Analyst.
- Experience in investment management or financial services is preferred.
- Demonstrated ability to manage internal and external stakeholders, lead project prioritization discussions, and drive a product vision and roadmap.
- Quick learner with the ability to decompose large and ambiguous topics into digestible increments of scope.
- Organized, detail-oriented, and thorough with strong problem-solving skills and the ability to take initiative with minimal supervision.
- Strong ability to multi-task and manage time and priorities under pressure while meeting deadlines.
- Coachable, team-oriented individual with the ability to work well across diverse groups in a collaborative, dynamic team environment.
- Highly proficient in Microsoft Office, especially Excel, with a propensity to learn new applications quickly.
- Strong proficiency in SQL with a grounded understanding of relational databases (e.g., Snowflake).
- Exposure to business intelligence and low-code applications, including MS Power Platform, Sigma Computing, Looker, or similar tools.
- Experience documenting end-to-end functional, technical, reporting, and data requirements.
- Ability to translate requirements into functional prototypes for stakeholder and developer solution validation.
- Receptive to an iterative delivery style, with a talent for communicating and adjusting to changing priorities.
Preferred Qualifications
- Experience in real estate private equity, asset management, or REITs (Business Analysis, Operations).
- Experience with asset/property acquisition and disposition processes.
- Portfolio management and reporting experience.
- Knowledge of fund structures and investor reporting.
- Understanding of property-level financial performance (NOI, occupancy, leasing, cap rates, valuations).
- Experience with (or implementation of) real estate systems: Yardi, MRI, Argus, eFront.
- Multi-country portfolio and multi-currency deal experience.
- European regulatory reporting experience.
About the Company
We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is to be the most trusted investment firm in the world. Our culture of intellectual curiosity and collaboration creates an environment where employees thrive and do their best work.
Location: Nashville, Tennessee