Business Analyst - Private Equity (PE) with AI

🌍 Remote, USA 🚀 Full-time 🕐 Posted Recently

Job Description

We are seeking a highly analytical and forward-thinking Business Analyst with Private Equity domain experience and exposure to Artificial Intelligence (AI) initiatives. This role will support business transformation programs that integrate AI-driven insights, automation, and data intelligence into Private Equity operations.

The ideal candidate will combine strong business analysis expertise, Salesforce knowledge, data validation skills, and the ability to operate in a hybrid BA/Scrum Master capacity. Experience working on AI-enabled solutions such as predictive analytics, intelligent automation, machine learning models, or AI-powered reporting tools is highly desirable.

Key Responsibilities

Engage with Private Equity stakeholders (Investment Teams, Operations, Finance, Portfolio Management) to gather business requirements.
Translate business needs into clear, structured documentation including BRDs, FRDs, user stories, and process flows.
Define functional and non-functional requirements for AI-enabled solutions.
Facilitate workshops and stakeholder discussions to align business and technology objectives.
Support implementation of AI/ML-based solutions for portfolio analytics, risk assessment, investor reporting, or operational automation.
Collaborate with Data Science and Engineering teams to define AI model inputs, outputs, validation criteria, and success metrics.
Assist in identifying business use cases for AI within Private Equity (e.g., predictive portfolio performance, automated document processing, sentiment analysis).
Ensure AI solutions align with regulatory and compliance requirements.
Perform detailed data analysis and validation across investment, financial, and operational datasets.
Validate AI model outputs and ensure accuracy and business relevance.
Support UAT by comparing AI-driven insights with expected outcomes.
Identify data inconsistencies, anomalies, and quality gaps.
Gather and define requirements for Salesforce enhancements, workflows, dashboards, and integrations.
Work with Salesforce (Sales Cloud / Financial Services Cloud preferred) to support reporting and automation.
Partner with Salesforce admins and developers to validate configurations and enhancements.
Ensure AI-driven insights integrate effectively with Salesforce CRM workflows.
Write detailed user stories with clear acceptance criteria.
Participate in sprint planning, backlog grooming, daily stand-ups, retrospectives.
Act as a Scrum facilitator when needed to remove blockers and drive delivery.
Prioritize backlog based on business value and AI initiative roadmap.
Provide data-backed recommendations to support investment and operational decisions.
Communicate AI-driven insights in a simple, business-friendly manner.
Work with senior stakeholders to align AI initiatives with strategic goals.
Manage competing priorities and deliver under tight timelines.
5+ years of experience as a Business Analyst.
Strong experience in Private Equity / Asset Management / Investment Management.
Hands-on experience with Artificial Intelligence initiatives, such as:
Predictive analytics
Machine learning model implementation
Intelligent automation
AI-powered dashboards or reporting
Strong experience in data review, validation, reconciliation, and analysis.
Experience with Salesforce CRM.
Experience writing detailed functional requirements and user stories.
Exposure to Agile/Scrum methodology.
Excellent communication and stakeholder management skills.
Experience working directly with Data Science or AI Engineering teams.
Understanding of AI governance, model validation, and risk controls.
SQL knowledge for data validation.
Experience with BI tools (Power BI, Tableau).
Prior experience acting as Scrum Master.
Artificial Intelligence & AI Use Case Identification
Private Equity Investment Lifecycle Knowledge
Salesforce CRM
Data Analysis & Validation
Agile / Scrum
Requirement Documentation
Decision Making & Problem Solving
Strong Communication