Business Analyst – New York, NY

Gen II has recently launched a new performance and attribution analysis application. We are now looking for new team members to ensure its success from Day 1. The Business Analyst will be integral to ensure the continued improvement of this new product. The Business Analyst will work closely with the Senior Stakeholders as well as the Product Manager and the External Development Team to push the product forward.

Primary Responsibilities Will Include:

  • Work closely with stakeholders to document requirements for all future enhancements to the platform
  • Coordinate with external development vendor
  • Define Success Criteria and ensure all requirements are fulfilled
  • Build and execute User Acceptance Testing plan and scripts to ensure success criteria are met
  • User guide documentation
  • Production Support

Job Requirements, Skills, Education, and Experience:

  • Bachelor’s degree
  • 3-5 years experience in the financial services industry
  • Knowledge of investment performance, risk or valuations reporting (e.g. portfolio/investment management)


  • Technology company experience
  • Alternative Investments / Accounting experience (e.g. private equity, hedge, derivatives, etc.)
  • Data integration experience
  • Development languages experience (e.g. SQL, VBA, etc.)
  • Strong written and verbal communication skills
  • Technical knowledge and business acumen
  • Ability to learn on-the-job quickly, apply learning to recommend solutions to issues
  • Ability to quickly adapt to changes in processes and procedures in a rapidly changing environment
  • Strong attention to detail and accuracy
  • Strong project management skills
  • Superior problem solving, judgment, and decision-making skills
  • Ability to think independently, prioritize, multi-task, and meet deadlines
  • Extensive Microsoft suite skills – Excel, Word, Visio, PowerPoint, and Outlook