Financial Business Analyst

Key Responsibilities

The primary responsibility of this role is to act as the Private Equity Subject Matter Expert (SME) for the

technology teams:

Business Translation & Solution Definition

● Requirements Elicitation: Work directly with Investment Professionals and Finance teams to

understand complex PE business processes, including cash flow forecasting, capital

call/distribution calculations, waterfall modeling, carried interest, and limited partner (LP)

reporting.

● Solution Guidance: Guide technical teams in designing and implementing solutions (e.g., data

models, reporting systems, workflow automation tools) that accurately reflect PE-specific

financial logic and regulatory requirements.

Domain Expertise & Quality Assurance

● PE Domain SME: Serve as the first point of contact for technical teams seeking clarification on PE

financial terminology, fund structures, investment metrics (e.g., IRR, TVPI, DPI), and accounting

treatments (IFRS/GAAP).

● Testing and Validation: Lead the User Acceptance Testing (UAT) phase, validating that newly

built or enhanced applications and data pipelines correctly process PE financial data and

accurately reflect required business outcomes.

● Process Mapping: Document existing PE workflows, identify system gaps, and propose

technology-driven process optimizations for greater efficiency and data quality.

Cross-Functional Support

● Alignment: Ensure that all technology solutions remain aligned with the firm’s investment

strategy, compliance needs, and investor reporting standards.

● Support Enablement: Work with Application Support teams to train them on the business

context of PE systems, enabling faster and more effective resolution of financial data issues.

Required Qualifications & Experience

● PE Understanding (Crucial): Solid, demonstrable working knowledge of the Private Equity

investment lifecycle, fund structures, fund accounting principles, and key investment metrics

(e.g., IRR, TVPI, DPI).

● Professional Certification (Preferred): Chartered Accountant (CA) qualification is highly

desirable as it confirms the necessary depth in financial reporting and accounting standards.

Certifications such as CFA are also a plus.

● Experience: 5+ years of progressive experience in a demanding financial domain role, ideally

within Private Equity, Fund Administration, Investment Operations, or a similar role requiring

deep knowledge of PE financials.

● Financial Acumen: Strong understanding of financial concepts, valuation techniques (DCF,

Multiples), and financial modeling principles, with the ability to articulate the underlying logic to

engineers (performing the modeling is NOT the primary task).

Skills & Competencies

● Communication: Excellent verbal and written communication skills, with proven ability to convey

complex financial issues to both technical teams and senior financial stakeholders.

● Process Mapping: Proven experience in mapping financial business processes (current state and

future state) and defining detailed technical requirements.

● Stakeholder Management: Proven ability to build strong, trusted relationships with Investment

Professionals, Portfolio Management teams, and technology res