Business Strategy Specialist

Join a world-class global private equity firm and help drive enterprise-wide business transformation by bridging the gap between business and technology. This is a highly visible role that combines business analysis, project management, process improvement, AI adoption, and technology implementation across a sophisticated investment platform.

Responsibilities:

• Business Transformation: Partner with business stakeholders to analyze existing workflows, identify opportunities for improvement, and implement scalable technology solutions that drive operational efficiency.


• Business Analysis: Gather business requirements, document functional specifications, and translate business needs into technical requirements for development teams.


• Project Management: Lead cross-functional technology and business initiatives from planning through execution, including project plans, budgets, timelines, risk management, stakeholder communication, and status reporting.


• Technology Solutions: Collaborate with developers on solution design, data models, user interfaces, testing, and implementation while ensuring business requirements are met.


• AI & Automation: Leverage AI tools to accelerate analysis, documentation, testing, workflow automation, and project delivery while identifying opportunities to create business value through emerging technologies.


• Change Management: Drive user adoption through training, communication, rollout planning, and organizational change management initiatives.


• Process Improvement: Reengineer existing business processes, challenge the status quo, and implement scalable solutions that improve productivity and enhance the user experience.


• Cross-Functional Collaboration: Work closely with Investment, Finance, Operations, Technology, and external vendors to deliver strategic initiatives across the organization.


• Project Operations: Maintain project documentation, risk registers, issue logs, project repositories, and support day-to-day project coordination activities.

Qualifications:

• Education: Bachelor's degree required; MBA or similar graduate degree preferred.


• Experience: 6–12 years of experience in management consulting, business transformation, business systems, project management, or technology implementation within financial services, asset management, investment banking, or consulting.


• Business & Technology: Strong experience gathering requirements, process mapping, business analysis, quality assurance, and technology delivery.


• Project Management: Experience leading complex cross-functional initiatives using Agile, Waterfall, or Hybrid methodologies.


• Technical Skills: Advanced Microsoft Office skills with experience using project management tools, SharePoint, Teams, Power BI, Azure DevOps, Jira, or similar platforms.


• AI & Innovation: Demonstrated experience utilizing AI tools (e.g., ChatGPT, Microsoft Copilot, Claude) to improve productivity, documentation, analysis, and workflow automation.


• Analytical Skills: Strong understanding of data modeling, reporting, analytics, and process optimization.


• Preferred Experience: Exposure to accounting, CRM, front-office, investment operations, or back-office systems; familiarity with SQL, VBA, or coding is a plus.


• Attributes: Highly organized, intellectually curious, collaborative, and proactive with exceptional communication, presentation, and stakeholder management skills.

Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.