Business Analyst ll

We are Allvue Systems, the leading provider of software solutions for the Private Capital and Credit markets. Whether a client wants an end-to-end technology suite, or independently focused modules, Allvue helps eliminate the boundaries between systems, information, and people. We’re looking for ambitious, smart, and creative individuals to join our team and help our clients achieve their goals. Working at Allvue Systems means working with pioneers in the fintech industry. Our efforts are powered by innovative thinking and a desire to build adaptable financial software solutions that help our clients achieve even more. With our common goals of growth and innovation, whether you’re collaborating on a cutting-edge project or connecting over shared interests at an office happy hour, the passion is contagious. We want all of our team members to be open, accessible, curious and always learning. As a team, we take initiative, own outcomes, and have passion for what we do. With these pillars at the center of what we do, we strive for continuous improvement, excellent partnership and exceptional results. Come be a part of the team that’s revolutionizing the alternative investment industry. Define your own future with Allvue Systems!

• Cross-Functional Collaboration and Communication
• Partner with engineering, product, HR, legal, and support departments to identify business challenges and operational inefficiencies.
• Define, document, and implement streamlined solutions that improve processes while aligning with organizational objectives
• Gather, refine, and translate stakeholder requirements into actionable plans, fostering efficient cross-team collaboration and project success.
• Communicate effectively across all organizational levels, ensuring clarity in reporting and presentation of findings.
• AI and Data Analytics
• Evaluate AI-driven use cases and recommend applications to optimize operations and enhance efficiency across departments.
• Analyze large datasets to extract insights and trends, creating actionable recommendations for performance improvements.
• Utilize data visualization tools like Power BI, Snowflake, and Excel to support decision-making and operational enhancements.
  
  

Technical Enablement

• Demonstrate proficiency in leveraging AI tools (e.g., ChatGPT, Co-Pilot, Atlassian Intelligence) to automate tasks and increase efficiency of support team.
• Apply ITSM principles (e.g., ITIL and KCS) to streamline workflows, improving support operations and governance processes.
• Build basic configurations in platforms (e.g., Jira, Confluence, Slack) for automating tasks and driving operational efficiency.
• SaaS Industry Background: 5+ years of operational and strategic program management experience within a SaaS company, ideally in financial services.
• Cross-Team Collaboration: Proven track record of aligning diverse teams to achieve shared business goals.
• AI-Driven Process Improvement: Experience defining and implementing AI-driven use cases for enhanced organizational efficiency.
• Technical Expertise in Data Analytics: Proficiency with data analytics tools combined with foundational AI knowledge for driving innovations.
  
  

Skills/Knowledge/Abilities

• Stakeholder Management: Proven ability to collaborate with cross-functional teams (engineering, product, support, HR, and legal) to identify challenges, define solutions, and deliver measurable process improvements.
• AI Expertise: Foundational understanding of AI models (e.g., large models and agentic AI frameworks) and their practical applications to optimize operations.
• Data Analytics: Skilled in analyzing large datasets, developing insights, and recommending actionable improvements using tools like Snowflake, Excel, and Power BI.
• Technical Proficiency: Experienced in using tools such as Jira, Power BI, Confluence, and Slack to automate workflows and support operational initiatives.
• Operational Knowledge: Understanding of ITSM principles, including ITIL and Knowledge Management (KCS), to enable efficient customer support operations.
  
  

Communication Skills

• Exceptional verbal and written communication skills that enable clear dialogue across organizational levels—from technical teams to executives.
• Demonstrated ability to prepare persuasive presentations, reports, and dashboards to guide decisions and drive operational excellence.