Business Analysts / Program Manager
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https://atlas.bamboohr.com/careers/639
About the Team
The Business Technology group sits at the intersection of data engineering, analytics development, and stakeholder communication across the organization. We work daily with operating and investing professionals to build valuable insights.
We are modernizing our portfolio data platform, building a new, business-aligned data layer in Databricks that will be the shared source for the firm’s internal applications, data marts, reporting, and AI tools.
Role Summary
We’re looking for a Business Analyst to be the requirements owner between our data warehouse team and the applications and reporting teams that consume its data. You’ll define what the Databricks data model needs to deliver, and you’ll be the day-to-day point of contact for downstream application, data mart, and reporting teams, making sure their questions, testing feedback, and change requests are tracked and resolved.
This is a hands-on analyst role on a high-visibility migration. It’s a strong fit for someone who is comfortable reading data, writing precise requirements, and keeping several stakeholder groups aligned on one shared model.
What You’ll Do
Data warehouse requirements and modeling
- Gather and document requirements for the Databricks gold layer, translating what downstream applications and reporting teams need into clear specs for data modelers and engineers
- Work field by field with Portfolio Analytics and other business owners to define metrics, grain, and logic (e.g., FinOps/financial metrics, valuations, cash flows, LTM and monthly/quarterly periods)
- Help define which calculations belong in the shared calculation layer versus in each consuming application, so logic isn’t duplicated
- Document data mappings from source systems to the new business-aligned model, including legacy historical data
- Maintain data dictionaries, source-to-target mappings, and transformation documentation for each layer (bronze, silver, gold)
End-user partnership
- Act as the main point of contact for consuming teams on questions about the new model
- Run a clear intake and triage process for questions, defects, and change requests, and drive each to resolution
- Coordinate incremental delivery by module (e.g., FinOps, valuations, cash flows) so each team knows what data is ready and when
- Track open decisions and dependencies across the data warehouse, application, and reporting teams
Delivery, testing, and reconciliation
- Translate requirements into well-structured GitHub issues (user stories, bugs, research items) and maintain workstream boards
- Write acceptance criteria and partner with QA on test plans, UAT cycles, and sign-off before releases
- Collect and consolidate testing feedback from end users, and confirm fixes are validated
- Support reconciliation between legacy and new data sources during parallel runs, flagging divergence on key data points
- Prepare status updates, meeting notes, and lightweight reporting for stakeholders and leadership
What We’re Looking For
Required
- 4+ years as a business analyst, data analyst, or product owner on data warehouse, data platform, or BI projects
- Experience writing requirements for data models: defining entities, grain, keys, relationships, and business rules
- Strong SQL skills; comfortable querying and profiling data to answer questions and validate results yourself
- Working knowledge of dimensional modeling (facts and dimensions) and layered architectures (e.g., bronze/silver/gold)
- Experience coordinating testing and UAT with end users and QA teams
- Strong written and verbal communication; able to explain data issues to both engineers and business users
- Highly organized and detail-oriented, comfortable managing many open questions across several teams at once
Nice to Have
- Hands-on experience with Databricks, Microsoft Fabric, or a similar lakehouse platform
- Experience on a system migration or platform replacement, including parallel runs and reconciliation
- Familiarity with Power BI semantic models or other BI tools
- Exposure to portfolio monitoring platforms or fund accounting systems
- Knowledge of private equity and fund reporting concepts (e.g., NAV, IRR, MOIC, valuations, cash flows)
- Experience with GitHub, Azure DevOps, Jira, or similar tools
- Prior experience working with offshore or external development and QA teams
- Bachelor’s degree in Business, Data Science, Information Systems, Finance, or a related field
Why Join
- A central role in a firm-wide platform migration, with direct visibility to technology leadership
- Shape a shared data model that will underpin deal monitoring, reporting, and AI tools across the firm
- Direct exposure to private equity data and enterprise-scale data and BI delivery
- A collaborative, fast-paced team culture that values ownership and continuous improvement
Location: New York, NY or Remote | Reports to: [confirm]
