IT Business Analyst (AVP)

Golub Capital•Chicago, IL

5d•$95,000 - $165,000•Hybrid

About The Position

The Business Analyst will play a critical role in coverage and product management for the Firm’s Private Wealth and Front Office technology functions. The ideal candidate will have demonstrated significant and recent experience as a Business Analyst supporting Private Wealth and Front Office end users at all levels, serving as the central point-of-contact for mission-critical software application(s) and working closely with development teams. Responsibilities include: Quickly becoming a subject matter expert in the core business functions and technical solutions of Private Wealth and Front Office Teams Serving as the primary Business Analyst supporting Salesforce functionality and translating business needs into well‑defined requirements including user stories, acceptance criteria, process maps and data flow diagrams Serving as the primary internal resource for end-user needs related to the Firm’s applications, data and reporting Developing deep expertise in the business processes embedded within Salesforce, effectively managing and negotiating functional and data requirements and ensuring that the Firm’s application and data architectures align with and support evolving business needs Analyzing and understanding complex business processes and presenting them in an understandable and logical format Creating visual business process flow diagrams and technical architecture diagrams Independently executing complex data analysis across multiple platforms using Excel and other available tools (e.g., Power BI, SQL) Managing business‑reported support issues through to full resolution, ensuring adherence to established service‑level agreements Proactively identifying and engaging available resources and subject matter experts in related areas to achieve goals Building strong and productive relationships with key business stakeholders, executive sponsors, technology colleagues and technology vendors to convey pain points, requirements and process improvements Ensuring all delivered solutions meet the highest quality standards and satisfy all specified business requirements through rigorous validation and testing, both independently and in collaboration with end users Working closely with development teams and vendors to clarify requirements and ensuring application delivery meets all desired business specifications

Requirements

Bachelor’s Degree in Computer Science, Business or related field
7+ years of experience in a similar role within Financial Services (ideally in Private Credit or Private Wealth)
Hands‑on experience with Salesforce and a strong understanding of its standard capabilities, data model and configuration options is required
Demonstrable business analysis, product management and project management experience in the Financial Services sector
Demonstrated strong ability to multitask, managing time and priorities and influencing the outcome under pressure and deadlines
Excellent interpersonal skills with a view toward building and maintaining positive relationships between colleagues across the technology and business teams
Proven experience performing complex data analysis; understanding of relational databases with experience writing SQL queries and use of related query tools
An expert understanding of the software development lifecycle, while working with hybrid teams including staff and third-party vendors
Experience with the Power BI reporting environment, including familiarity with reporting, dashboarding and data visualization
Proactive self-starter with a positive can-do and ‘no job too small’ attitude
Results oriented with a high level of personal accountability
Motivated by a fast paced, growing, and complex environment
Enthusiastic about working in office and creating a Gold Standard hybrid work culture

Nice To Haves

Deep understanding of the alternative wealth intermediary ecosystem and experience working with fintech distribution platforms, custodians and transfer agents is preferred

Responsibilities

Quickly becoming a subject matter expert in the core business functions and technical solutions of Private Wealth and Front Office Teams
Serving as the primary Business Analyst supporting Salesforce functionality and translating business needs into well‑defined requirements including user stories, acceptance criteria, process maps and data flow diagrams
Serving as the primary internal resource for end-user needs related to the Firm’s applications, data and reporting
Developing deep expertise in the business processes embedded within Salesforce, effectively managing and negotiating functional and data requirements and ensuring that the Firm’s application and data architectures align with and support evolving business needs
Analyzing and understanding complex business processes and presenting them in an understandable and logical format
Creating visual business process flow diagrams and technical architecture diagrams
Independently executing complex data analysis across multiple platforms using Excel and other available tools (e.g., Power BI, SQL)
Managing business‑reported support issues through to full resolution, ensuring adherence to established service‑level agreements
Proactively identifying and engaging available resources and subject matter experts in related areas to achieve goals
Building strong and productive relationships with key business stakeholders, executive sponsors, technology colleagues and technology vendors to convey pain points, requirements and process improvements
Ensuring all delivered solutions meet the highest quality standards and satisfy all specified business requirements through rigorous validation and testing, both independently and in collaboration with end users
Working closely with development teams and vendors to clarify requirements and ensuring application delivery meets all desired business specifications