Technical Business Analyst - Asset Management - Atlas Search

A leading global investment management firm is seeking a driven and detail-oriented Technical Business Analyst to join its fundraising team. The ideal candidate brings 3–6 years of business analysis experience within asset management or a related industry, and will play a key role in optimizing business processes and supporting data-driven decision-making for the firm's fundraising activities.

Key Responsibilities

1. Collaborate with the fundraising team to gather business requirements, analyze processes, and identify opportunities for operational improvement
2. Provide advanced Excel support, including complex formulas (SUMIFs, VLOOKUP, Index/Match), pivot tables, data validation, and reporting automation
3. Administer and maintain Salesforce records for fundraising and investor relations, including data cleansing, dashboard/report building, and process automation
4. Bridge communications between fundraising, investor relations, and technology teams to ensure accurate data capture, process alignment, and workflow efficiency
5. Analyze fundraising pipelines, performance metrics, and investor engagement data to support business strategy
6. Assist in designing and documenting investment management processes, including capital raising, client onboarding, and investor reporting
7. Generate ad hoc and recurring analytical reports for senior stakeholders supporting fundraising initiatives
8. Facilitate user acceptance testing (UAT) and provide end-user training as needed

Requirements

1. Bachelor's degree in Finance, Business, Economics, Information Systems, or a related field
2. 3–6 years of relevant business analyst experience, preferably within asset management, private equity, alternatives, or related investment sectors
3. Background in financial services required, ideally with direct exposure to fundraising, capital formation, or investment teams
4. Advanced proficiency in Microsoft Excel (SUMIFs, pivot tables, advanced formulas, data modeling, and charting tools); candidates should be prepared for a hands-on Excel exercise as part of the interview process
5. Hands-on experience with Salesforce administration, including report/dashboard creation, user management, and basic automation
6. Strong understanding of fundraising processes within investment management and the data flows supporting investor relations and capital raising
7. Detail-oriented with exceptional analytical, problem-solving, and communication skills
8. Proven ability to independently manage multiple projects in a fast-paced environment

Preferred Qualifications

1. Salesforce certifications (Administrator, Advanced Administrator) highly desirable
2. Exposure to BI/reporting tools such as Tableau or Power BI is a plus
3. Experience supporting or working directly with fundraising or investor relations teams