Investment Performance BA Private Markets

Location-Boston, MA/Princeton, NJ

Hybrid

Subcon

• 10-15 years of experience as Business Analyst/Functional Consultant/Investment Servicing Operations
• Strong professional experience in Financial Services industry with good proficiency in Investment Products, especially related to Private Markets
• Knowledge of different deal trade lifecycle events (fund raising, commitment flows, distribution) for private markets and related data elements
• Exposure to at least one or more asset classes (private equity, hedge funds, real estate, synthetic derivatives etc.)
• Solid work experience on Portfolio performance measurement metrics and attribution analysis (i.e. absolute and relative portfolio performance to factors including security selection, asset allocation, currency, etc.)
• Create custom benchmarks and conduct peer comparison, benchmarking analysis as well as Risk analysis
• Validate, reconcile, investigate & resolve any discrepancies in performance calculations
• Know-how of algebraic data modelling and foundational understanding of ML/statistical modeling techniques
• Knowledge of GIPS standard
• Know-how about regulatory and investor reporting compliance requirements for US markets
• Exposure working on market leading Alt's performance data providers (SS Alpha, Evestment, Bloomberg, Eikon, Factset, Morningstar Direct etc.) will be of significant advantage
• Strong Analytical Skills & problem-solving skills Fundamental analytical and conceptual thinking skills.
• Experience creating detailed reports and giving presentations
• Excellent planning, organizational, and time management skills
• Should be proficient with BA role and responsibilities, like creating BRD, FRD writing, use cases, process flows and other deliverables. Should also have experience in managing E2E implementation (Agile/Waterfall) and translating requirements into feature function capability
• Ability to multitask and meet established deadlines in a dynamic work environment by working independently or as part of a team
• Strong communication (written & verbal) and excellent stakeholder management skills.