Business Systems Analyst III

Client onboarding

Lead the ingestion and validation of historical data sets for new private equity, hedge fund, and fund-of-funds clients, ensuring data integrity from day one.

Process modernization

Evaluate our existing Excel-based validation processes (data scraped from source documents, tied out against totals, and cross-checked against a separate reporting system) and redesign them for a more scalable platform.

Systems selection & implementation

Research, recommend, and help implement tools or platforms (e.g., database-backed solutions, low-code platforms, or custom applications) that can replace manual, workbook-by-workbook validation with something that scales across a growing client base.

Automation & tooling

Partner with our existing VBA/Excel automation to identify what should be migrated, replaced, or bridged during the transition, minimizing disruption to daily operations.

Documentation & training

Document new processes and train team members on new tools as they're rolled out.

Cross-functional collaboration

Work closely with fund accountants, technology teams, and client-facing staff to ensure new systems meet both operational and client-reporting needs.

Experience

• Experience in business systems analysis, process improvement, or data operations — ideally within financial services, fund administration, or asset management.
• Strong understanding of data validation and reconciliation concepts (tying data from one source system to another).
• Advanced Excel skills required; VBA experience is a strong plus, since you'll be working alongside significant existing Excel/VBA infrastructure.
• Experience with database concepts (SQL) and/or experience helping organizations move from spreadsheet-based processes to scalable systems (e.g., database applications, workflow tools, or reporting platforms).
• Experience managing large data volumes and designing processes that hold up as data volume grows.
• Strong communication skills — comfortable working with both technical and non-technical stakeholders, and able to document processes clearly.
• Self-starter who can work independently in a remote environment.

Bonus points

• Familiarity with private equity, hedge fund, or fund-of-funds accounting and reporting.
• Experience with low-code/no-code platforms (e.g., Power Apps, Airtable) or scripting languages (Python) for data processing.
• Prior experience supporting a client onboarding function in financial services.

Qualifications

Remote eligible
Position posted on 07/28/2026
Application deadline 45 days from posting date unless filled earlier.

Pay

Compensation Range: $98,208 - $144,705

Benefits

See the description of benefits included with this job posting for additional information.

About the Role

The BSA III position is remote eligible.