Position Summary

Risk and Financial Advisory – Lead Business Analyst

Do you thrive in times of disruption? Have a drive to be a part of the technology evolution and a passion for turning challenges and opportunities into long-term competitive advantages? As a Lead Business Analyst in our Hybrid-Operate group, you’ll have the opportunity to gain valuable hands-on experience working alongside leading professionals across diverse industries. 

Work you’ll do
As a Lead Business Analyst, you will work on client teams supporting our technology products - including onboarding new client implementations, performing data analytics, and expanding existing business features and functionality to meet client needs. You will be working with other analysts and developers to identify and address technical and non-technical issues. Other responsibilities may include:
  • Helping clients streamline operations, automate tasks, and improve processes in their finance, accounting, and operations functions
  • Advising clients on tailored solutions for their regulatory reporting and infrastructure needs, while managing expecting regarding final deliverables and timing
  • Facilitating use of technology-based tools or methodologies to review, design and/or implement asset management products and services
  • Gathering and analyzing client requirements, and configuring products and implementation to meet those requirements
  • Conducting User Acceptance Testing of system enhancements and new applications, including initial root cause analysis of failures
  • Building financial cash flow and allocation models on new technologies including Deloitte’s proprietary Cascade Suite
  • Preparing and presenting complex written and verbal materials such as reports, findings, and systems training
  • Building reports using Crystal Reports and SSRS and ad-hoc queries in SQL
  • Overseeing a team of business analysts and provide constructive on-the-job feedback 
  • Ensuring timely billing of clients 
The desired candidate is a team player who is passionate about learning and working with technology and alternative investments. The candidate will be detail oriented, possess strong listening, verbal/written communication skills, and able to collaborate well with others.

The Team
We are a growing global team of Analysts and Technology professionals. You will be working directly with team members at all levels that are assigned to one or more technology assets, with the focus on enhancement or customization to meet the needs of our clients. Our teams understand the dynamics of serving complex, global clients across multiple industries, and the importance of increasing transparency around business performance. Learn more about our Deloitte Risk & Financial Advisory practice at Deloitte.

Qualifications:
  • Bachelor's (or higher) degree in Accounting, Finance, Management Information Systems, or related field (or foreign equivalent)
  • A minimum of 3-5 years of experience in the alternative investment marketplace
  • A solid understanding of database systems and financial technologies (such as Investran, Geneva, and Yardi, MRI, and iLevel)
  • A background in interpreting legal documents (such as LPAs) along with an understanding of common fund structures
  • Understanding of capital calls, distribution notices, and priority of payments in the alternatives space
  • Strong comfort with Microsoft Excel, SQL, and/or Oracle
  • Experience improving business processes and modeling/translate financial concepts


Our people and culture

Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture.

Professional development

From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.


As used in this posting, "Deloitte Advisory" means Deloitte & Touche LLP, which provides audit and enterprise risk services; Deloitte Financial Advisory Services LLP, which provides forensic, dispute, and other consulting services; and its affiliate, Deloitte Transactions and Business Analytics LLP, which provides a wide range of advisory and analytics services. Deloitte Transactions and Business Analytics LLP is not a certified public accounting firm. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. These entities are separate subsidiaries of Deloitte LLP.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Requisition code: 74872

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