Senior Business Analyst
Bonaccord Capital Partners, New York, NY, United States
Our New York office is looking for a
Senior Business Analys t to join the Business Management Team. This person will play a key role in developing data domain expertise to provide high quality data sets and analytical results to internal teams, senior management team and clients. This role will also actively lead and engage in automating and digitalizing reports across various business functions. The role requires a close partnership with external data providers and other functions within the organization including the Front Office, Data Management, CRM, Finance, Legal, Technology, and Marketing teams.
Responsibilities
Provide oversight and product management on overall data modeling and entity management for all data domains
Work with Investment team, Marketing, Client Reporting, Finance and other end users to understand reporting and data needs, gather requirements and work with technology to build outputs
Provide oversight to data operations team, offshore consultants, and junior members on the team, provide guidance on prioritizations, process optimization and workload management
Respond, triage and coordinate data requests for internal and client reporting
Identify new data sources, conduct active market research on data providers and work with technology team to design and implement solutions
Summarize and communicate insights and relevance of data analysis clearly and succinctly to bring data into actionable insights
Engage in client reporting life cycle including review or develop client specific data templates, identifying data sources and owners, assist with data compiling and quality control.
Other duties as assigned
ecessary.
Qualifications
Bachelors degree in business, finance, accounting or information technology
5-8 years of relevant hands‑on experience. Financial industry setting preferred.
Experiences with Chronograph, iLevel, Burgiess, Cobalt or other portfolio monitoring tools is a plus.
Familiarity with various alternative strategies (e.g. Private Equity, Private Credit, Venture Capital).
Prior management and/or supervisory experience strongly preferred
Must be detail oriented and organized, possess good analytical and time management skills
Prior experience with data warehouse, data modeling and data analysis is a plus
Knowledge with SQL, Tableau or other BI tools is a plus but not required
Must be able to handle multiple assignments/initiatives
Team player with strong work ethic and positive attitude.
Ability to work independently and demonstrate critical thinking.
Excellent verbal and written communication skills.
Must be able to work on‑site Monday, Tuesday, and Thursday. Wednesday and Friday are the standard work from home days, but you may need to work on‑site on these days based on business needs.
The duties and responsibilities described above are not comprehensive and additional tasks will be assigned. The scope of the job may change as necessitated by business demands.
Bonaccord Capital Partners is an Equal Opportunity Employer and is committed to providing employees and applicants with an environment free of discrimination and harassment. All employment decisions at P10 are based on business needs, job requirements, and individual qualifications. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, gender identity, sexual orientation, national origin, family or parental status, veteran or disability status, or any other status protected by the laws or regulations in the locations where we operate.
Americans with Disabilities Act (ADA)
Bonaccord Capital Partners will provide reasonable accommodations during the application process upon request as required to comply with applicable laws. If you have a disability and require assistance in this application process, please contact us at (847) 878-3371 or ktarpey@ridgepostcapital.com.
#J-18808-Ljbffr
Senior Business Analys t to join the Business Management Team. This person will play a key role in developing data domain expertise to provide high quality data sets and analytical results to internal teams, senior management team and clients. This role will also actively lead and engage in automating and digitalizing reports across various business functions. The role requires a close partnership with external data providers and other functions within the organization including the Front Office, Data Management, CRM, Finance, Legal, Technology, and Marketing teams.
Responsibilities
Provide oversight and product management on overall data modeling and entity management for all data domains
Work with Investment team, Marketing, Client Reporting, Finance and other end users to understand reporting and data needs, gather requirements and work with technology to build outputs
Provide oversight to data operations team, offshore consultants, and junior members on the team, provide guidance on prioritizations, process optimization and workload management
Respond, triage and coordinate data requests for internal and client reporting
Identify new data sources, conduct active market research on data providers and work with technology team to design and implement solutions
Summarize and communicate insights and relevance of data analysis clearly and succinctly to bring data into actionable insights
Engage in client reporting life cycle including review or develop client specific data templates, identifying data sources and owners, assist with data compiling and quality control.
Other duties as assigned
ecessary.
Qualifications
Bachelors degree in business, finance, accounting or information technology
5-8 years of relevant hands‑on experience. Financial industry setting preferred.
Experiences with Chronograph, iLevel, Burgiess, Cobalt or other portfolio monitoring tools is a plus.
Familiarity with various alternative strategies (e.g. Private Equity, Private Credit, Venture Capital).
Prior management and/or supervisory experience strongly preferred
Must be detail oriented and organized, possess good analytical and time management skills
Prior experience with data warehouse, data modeling and data analysis is a plus
Knowledge with SQL, Tableau or other BI tools is a plus but not required
Must be able to handle multiple assignments/initiatives
Team player with strong work ethic and positive attitude.
Ability to work independently and demonstrate critical thinking.
Excellent verbal and written communication skills.
Must be able to work on‑site Monday, Tuesday, and Thursday. Wednesday and Friday are the standard work from home days, but you may need to work on‑site on these days based on business needs.
The duties and responsibilities described above are not comprehensive and additional tasks will be assigned. The scope of the job may change as necessitated by business demands.
Bonaccord Capital Partners is an Equal Opportunity Employer and is committed to providing employees and applicants with an environment free of discrimination and harassment. All employment decisions at P10 are based on business needs, job requirements, and individual qualifications. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, gender identity, sexual orientation, national origin, family or parental status, veteran or disability status, or any other status protected by the laws or regulations in the locations where we operate.
Americans with Disabilities Act (ADA)
Bonaccord Capital Partners will provide reasonable accommodations during the application process upon request as required to comply with applicable laws. If you have a disability and require assistance in this application process, please contact us at (847) 878-3371 or ktarpey@ridgepostcapital.com.
#J-18808-Ljbffr