Position Description
POSITION SUMMARY |
The role is responsible for partnering with Carlyle internal and external stakeholders to drive initiatives across Global Investment Solutions (GIS) core applications (DealCloud, Chronograph, Investran, Data Warehouse, Snowflake, Sigma, Anaplan, Appian, AI) and workflows. The position will work closely with GIS product owners, end users, and technology team on building out solutions for GIS.
The GIS Business Analyst is responsible for the following key functions:
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KEY ACCOUNTABILITIES/RESPONSIBILITIES | |
Description | % of Time |
New Requirements and Simplification · Receive requests for new functionality from users and help the business to prioritize these with the technical teams (both internal and external). · Utilize existing functionality to support requests where possible. · Draft requirements for needs that are not met in the current systems. · Work with technical teams to prioritize, plan, develop, and test the implementation of new requirements. · Coordinate and participate in the user testing for new functionality. |
35% |
Process Support · Understand key business processes and support efforts to streamline and standardize these processes, by introducing automation or eliminating redundancies. · Participate in the planning and creation of new processes as the business evolves, and as system capabilities are added. |
35% |
User and Production Support · Respond to user questions and provide solutions for immediate issues. · Meet regularly with business user groups to understand the pain points and provide recommendations to resolve these. · Ensure all production support requests requiring IT support are prioritized to meet the needs of business stakeholders. · Perform or oversee configuration work within DealCloud |
15%
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Data Analysis and Reports · Support processes to review discrepancy reports and clean up data quality issues. · Provide operational reports, as requested. |
5% |
Training · Provide training to power users for bug fixes, new enhancements, and new use cases within enterprise portal platforms. |
10% |
PRIMARY STAKEHOLDER RELATIONSHIPS | |||
Contact Group |
Internal/ external |
Purpose |
Frequency |
Project Teams |
Internal |
Coordinate for requirements, production support, development, testing and communication. |
Daily |
End Users |
Internal |
Provide support, train, assist with new requirements. |
Daily |
Key Stakeholders |
Internal |
Participate in sponsor meetings; ensure business user needs are captured and tracked. |
Weekly |
Supervisor |
Internal |
Update on status of the user support, training, potential issues, new requirements. |
Daily |
QUALIFICATIONS/REQUIREMENTS | ||
Knowledge, Skills and Experience |
§ Minimum 4-6 years business analyst, or other relevant experience, required § Financial services industry experience strongly preferred § Experience working in Agile/Scrum framework preferred § Strong communication skills required § Willingness to take on new responsibilities as the environment evolves and new skills are needed § Self-starter who takes initiative to accomplish tasks independently or with minimal guidance from supervisor § Strong analytical skills; experience working with Data and Data Warehousing / Reporting platforms |
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Education and Certifications |
§ Bachelor’s Degree, required § Concentration in Computer Science, Information Systems, or other relevant field preferred § Scrum certifications (e.g. Certified Product Owner) a plus. |
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Position-specific Technical Requirements |
§ Experience in writing business requirements or user stories required. § Experience in documenting business processes required. § Experience in software testing a plus. § Experience training users a plus. § Experience providing user support a plus. |
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