Business Analyst

HarbourVest Partners is a global private markets firm with over 40 years of experience. The Business Analyst role will support the Wealth Management team by translating business workflows and product needs into scalable technology solutions, while fostering collaboration among various teams.

Responsibilities

• Contribute to Wealth product roadmap development and delivery to achieve strategic business objectives and prioritized business value
• Work with business, product, operations, and technology partners to define and detail organizational and technical needs, features, or user stories
• Identify and reduce related dependencies or risks early
• Document and analyze current-state and future-state workflows, including inputs, outputs, owners, controls, and handoffs, to identify gaps and opportunities for improvement
• Capture business requirements and convert them into technical solutions such as integrations, data mappings, and reports
• Build systems and consider process automation
• Ensure MVP delivery balances future-state scalability
• Coordinate with internal and external teammates to support product launches, onboarding, operational readiness, feature development, testing, and release readiness
• Provide input and feedback relating to solution alternatives, tradeoffs, and prioritization to support delivering the highest business value
• Develop test plans and scenarios and support quality assurance efforts, user acceptance reviews, defect assessment, and validation to ensure the technical development enables the business needs
• Create and update project artifacts such as task boards, process maps, use cases, application documentation, release notes, and technical writeups
• Proactively determine and resolve potential issues, control gaps, data dependencies, and workflow risks related to new development or ongoing operational support
• Identify and implement efficiencies to optimize capabilities, including workflow improvements and practical automation opportunities
• Conduct or facilitate training and information sharing sessions with supporting documentation or reference material for employees and team members as needed
• Additional responsibilities related to the role as required

Skills

• Consistently performs with a positive and proactive demeanor and can quickly understand how product types, workflows, and partner models differ
• Builds and maintains effective working relationships with product teams, operations, internal IT and data teams, and external vendors or service providers
• Has strong analytical and problem solving skills, with the ability to convert ambiguity into clear business and technical requirements, workflow impacts, data needs, and practical solution options
• Operates with a continuous learning and improvement mindset, brings solid systems and data fluency, and can identify practical automation opportunities
• Possesses excellent facilitation, documentation, and communication skills, and can communicate optimally at all levels with both organizational and technological collaborators
• Shown capabilities and experience in three or more of the following areas: business analysis and requirements management, workflow and process management, systems integration, data mapping, quality assurance and UAT or equivalent experience, project delivery, and application or operational support
• Background in Financial Services and/or financial applications; experience in wealth management, investment management, private markets, fund operations, or onboarding workflows preferred
• Experience with Salesforce a plus
• Experience with Agile software development and traditional project delivery methodologies; having knowledge of Lean or Six Sigma methodologies and techniques is highly regarded
• Successful results with midsized to large projects and process improvements from initiation through implementation
• Data modeling and design understanding, including conceptual and logical modeling, source-to-target mapping, and data lineage
• Effective interpersonal, facilitation, and verbal and written communication abilities, including experience translating organizational and technological concepts or decisions with diverse audiences
• Strength with analytical, data, problem solving, documentation, and collaboration skills, including proficiency in structuring ambiguous problems and supervising issues to resolution
• Experience with systems integrations, file-based workflows, data validation, and data mapping preferred
• Attention to detail and quality to fulfill responsibilities, including experience supporting testing, UAT, defect triage, and operational readiness
• Proficient with Microsoft, process/workflow, and collaboration tools; familiarity with SQL, reporting, or process mapping tools is a plus
• 1-3 years or more in business analysis, systems/process analysis, or related roles within Financial Services, preferably in asset management, portfolio management, private equity, or related onboarding and platform environments
• Experience in wealth management, investment management, private markets, fund operations, or onboarding workflows preferred
• Experience with Salesforce a plus
• Experience with systems integrations, file-based workflows, data validation, and data mapping preferred
• Familiarity with SQL, reporting, or process mapping tools is a plus
• Bachelor of Arts (B.A) or Science (B.S), or equivalent experience; a related field of study is preferred

Benefits

• Discretionary annual bonus
• Long-term reward programs
• Comprehensive total rewards package
• Retirement
• Health
• Insurance
• Paid time off
• Wellness programs

Company Overview

Company H1B Sponsorship