Technical / Functional Business Analyst ( Wealth/ Asset Management Experience/ BFSI Domain)

Technical / Functional Business Analyst ( Wealth/ Asset Management Experience/ BFSI Domain)

Back Office Operations & Global Business Finance

FULLTIME POSITION

Location: New York, New York-Onsite

Wealth/ Asset Management Experience/ BFSI Domain

Exposure to Controllers, Finance Operations, or Back Office Operations

4 Rounds of interview (Including in person at NYC, NY)

Back Office Operations & Global Business Finance Technology

Position Overview

We are a global team of alternative investment managers passionate about delivering uncommon value to our investors and shareholders. With over 30 years of expertise across Private Equity, Credit, and Real Assets, we are known for our integrated businesses, strong investment performance, value-oriented philosophy, and exceptional people.

We are looking for a Technical / Functional Business Analyst who understands both business operations and technology, with particular exposure to Controllers, Finance Operations, or Back Office environments.

This role is ideal for someone who can work closely with business stakeholders, translate operational processes into clear requirements, and partner with engineering teams to deliver scalable enterprise solutions.

The ideal candidate has experience working on corporate back-office platforms supporting finance or operations functions, understands reconciliation and control processes, and is comfortable using modern AI tools to improve productivity and documentation.

This role begins as a consulting engagement with a right-to-hire path.

What You'll Do

• Partner with Controllers, Operations, Finance, and Technology teams to understand business processes, pain points, and operational controls.
• Analyze current-state workflows involving:
• Cash reconciliation
• Position reconciliation
• Operational controls
• Exceptions management
• Approval workflows
• Financial operations
• Translate business requirements into:
• Business process flows
• Functional specifications
• User stories
• Acceptance criteria
• Data requirements
• Facilitate workshops and requirement gathering sessions with business stakeholders.
• Work closely with Product Owners and Engineering teams to clarify requirements, prioritize work, and remove ambiguity.
• Support UAT planning, test scenarios, and business validation.
• Maintain end-to-end traceability between business requirements, technical implementation, and delivered functionality.
• Document business processes and recommend improvements to increase efficiency and strengthen operational controls.
• Use AI productivity tools (ChatGPT, Microsoft Copilot, Gemini, etc.) to accelerate documentation, analysis, summarization, and research while validating outputs for accuracy and compliance.

What We're Looking For

• 5+ years of experience as a Business Analyst, Functional Analyst, or Technical BA delivering enterprise software solutions.
• Experience working in Financial Services, Asset Management, Investment Banking, Banking, Insurance, or Corporate Finance environments.
• Strong familiarity with Controllers or Back Office Operations.
• Experience with one or more of the following:
• Cash reconciliation
• Position reconciliation
• Trade operations
• Financial controls
• Accounting operations
• Operations support functions
• Excellent requirements gathering, process mapping, and stakeholder management skills.
• Comfortable working with engineers and discussing:
• APIs
• Data flows
• System integrations
• Basic database concepts
• Strong analytical thinking with the ability to identify process gaps and operational risks.
• Excellent written and verbal communication skills.
• Ability to balance business priorities with technical constraints.

Nice to Have

• Experience supporting Controllers, Finance, Treasury, Accounting, or Operations organizations.
• Experience implementing or enhancing corporate back-office systems.
• Basic SQL knowledge for analysis and reporting.
• Familiarity with Agile delivery methodologies.
• Exposure to workflow automation platforms, BPM tools, or event-driven architectures.
• Experience working with enterprise ERP or financial platforms.
• Understanding of audit, governance, compliance, and operational risk processes.
• Experience using AI tools to improve productivity and documentation (hands-on AI solution development is not required).

Why Join

• Work on strategic platforms supporting critical Finance and Operations functions.
• Partner directly with business leaders, Product Managers, and Engineering teams.
• Help modernize enterprise back-office systems that improve operational efficiency and financial controls.
• Build expertise in highly scalable financial technology platforms while leveraging AI as a productivity accelerator.
• Join a collaborative team focused on practical execution, operational excellence, and continuous improvement.

If interested Kindly reply to Email- jnehru@nam-it.com with

Resume

Expected Salary