Senior Business Analyst – Private Markets

skillventory - A Leading Talent Research Firm

Senior Business Analyst in Private Markets with strong accounting knowledge and project management skills. Act as a liaison between business teams and system groups to document requirements and support application needs.

Posted 7/13/2026full-timeMerrimack • New Hampshire, Texas • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in accounting and financial reporting, with strong capabilities in project management and business analysis. Proficient in translating business requirements into technical specifications while effectively liaising between stakeholders and development teams.

Highest-signal resume keywords

Bachelor's Degree In Accounting4+ Years Experience In Mutual Fund Industry3+ Years Project ExperienceDatabase Query Tools (SQL, Microsoft Access, Power BI, Oracle)Experience With Confluence's Unity Financial Reporting Software

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

AccountingFinancial ReportingBusiness AnalysisProject ManagementBusiness Requirements TranslationBusiness Acceptance TestingPortfolio ManagementIssue DocumentationApplication SupportTechnical Documentation

Soft Skills

Strong Verbal CommunicationStrong Written CommunicationInterpersonal SkillsFlexibilityAbility To Manage Priorities

Tools & Technologies

MS OfficeConfluenceUnity Financial Reporting SoftwareSunGard’s InvestOneGeneva Accounting Software

Industry Keywords

Mutual Fund IndustryAlternative Investment ProductsRegulatory EnvironmentBusiness AnalystSystems Analyst

Tech Stack

Tools & technologies

OracleSQLUnity

About the role

Key responsibilities & impact

The Senior Business Analyst combines in-depth knowledge of accounting and reporting matters with technical capability and superb interpersonal skills to elicit, define, and document systems requirements to the development team
The Senior Business Analyst is a liaison for the Shareholder Reporting business team to the systems groups
This role also includes general application support, issue documentation, project representation, and portfolio management
Thus, the business analyst performs many sub-roles as business analyst, systems analyst, and project coordinator for the Shareholder Reporting team

Requirements

What you’ll need

Bachelor's Degree in accounting, finance, business, business analysis, CIS or the equivalent
4+ years prior experience in the mutual fund industry (previous financial reporting experience with Alternative Investment products preferred)
3+ years project experience required (active participation and/or management)
Your ability to work concurrently on a variety of opposing priorities, while remaining flexible to a constantly evolving regulatory environment
Your strong verbal and written communication skills
Your experience in translating business requirements to technical resources
Your experience working with product owners to build, prioritize and maintain product backlog
Your knowledge of and experience with tools and techniques for handling and evaluating business acceptance tests
Your extensive understanding of MS Office
Your experience with database query tools, such as Microsoft Access, SQL, Power BI, or Oracle, are preferred
Experience with Confluence's Unity financial reporting software is a plus
Experience with SunGard’s InvestOne and the Geneva accounting software and related reporting tools are a plus.

Benefits

Comp & perks

Fidelity’s Onsite Working Model
health insurance
retirement plans
paid time off
flexible work arrangements
professional development