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Senior Business Analyst – New York, NY

The Senior Business Analyst will play an integral role within the client service business unit, supporting the Senior Managing Director through the preparation of reports, dashboards, and models reflecting the Key Performance Indicators of the group. The Business Analyst will also be relied upon to present data and subsequent findings to Senior Management, to be utilized in key decision-making initiatives. A solid foundation with data analysis and project management concepts is highly desirable for this role. In addition, the ability to successfully produce key deliverables within the expected time frames is of paramount importance.

Primary Responsibilities Will Include:

  • Utilize available systems and tools to gather data for monthly metrics and KPI reporting
  • Track and analyze current, future, and historical activity volumes with respect to client deliverables
  • Analyze client run rates, margins, and team structure to identify excess capacity or future staffing needs within Client Service teams
  • Prepare additional recurring and ad-hoc analysis as needed
  • Assist with preparation of internal reporting presentations to the firm’s senior leadership
  • Review Accounts Receivable and escalates aged accounts
  • Actively participate in project management of department-wide initiatives including status tracking and escalation of issues
  • Partner with Technology, Finance, and Investor Services teams as needed
  • Complete other duties as assigned by the management team
  • Adhere to company safety standards and help promote a safe working environment
  • Adhere to the Values of Gen II Fund Services

Job Requirements, Skills, Education, and Experience:

  • Bachelor’s degree in finance or Accounting
  • 4-6 years experience in the financial services industry
  • Highly organized
  • Strong analytical skills
  • Strong communication skills, both written and verbal
  • Ability to work independently or as part of a team
  • Ability to multi-task and work on several initiatives concurrently
  • Willingness to partner with others across different parts of the firm
  • Highly proficient in Microsoft Excel, PowerPoint, and Word
  • Knowledge of Tableau a plus
  • Comfortable interacting with all levels of staff
  • Positive attitude and willingness to learn
  • Prior project management experience is a plus