🎁 Before you apply, rehearse this interview. Create your free WorkMundi account and get an Interview Training on HelpsYouSpeak — no cost, no card. I want my training →
Technical Business Analyst, Fundraising (Consultant) Location: New York, NY — Onsite 3x/week Engagement: Long-term consulting (1+ year), potential to convert About the Firm A leading global investment manager with ~$45.7B in AUM, serving ~1,800 institutional clients and private investors across credit, real estate, private equity, and permanent capital strategies. The Role Join a growing fundraising team as a Technical Business Analyst, supporting data-driven decision-making and process optimization for fundraising and investor relations. Responsibilities Gather business requirements and improve fundraising processes Build advanced Excel reporting (SUMIFs, VLOOKUP, Index/Match, pivot tables, automation) Administer Salesforce — data cleansing, dashboards, reports, automation Bridge fundraising, investor relations, and tech teams for data accuracy and workflow alignment Analyze fundraising pipelines and investor engagement data Document processes for capital raising, onboarding, and investor reporting Support UAT and end-user training Requirements Bachelor's degree in Finance, Business, Economics, or related field 3-6 years of business analyst experience in asset management, PE, or alternatives Advanced Excel skills (formulas, pivot tables, data modeling) Hands-on Salesforce administration experience Strong understanding of fundraising/investor relations data flows Detail-oriented, strong communicator, able to manage multiple projects independently Nice to Have Salesforce certification (Admin or Advanced Admin) Experience with Tableau or Power BI Direct fundraising or investor relations exposure