Business Analyst, Client Solutions Group Technology
Carlyle· enterprise· Financial Services· Oct 26, 2026 · 2d ago
New York, NY
In office
Full-time
Mid
$115K–$135K
2+ years exp
Job description
Position Summary
Carlyle is seeking a Business Analyst to support technology initiatives within Client Solutions Group Technology for the Firm’s institutional fundraising, sales, and investor services teams. This role supports Salesforce, Carlyle’s institutional sales and client relationship management platform, and will contribute to the Firm’s implementation of Salesforce and the broader modernization of the fundraising and client service technology stack.
Working closely with the product manager and business stakeholders, the Business Analyst will gather and document requirements, write user stories and acceptance criteria, support testing and release activities, build reports and dashboards, and help improve the quality of investor and prospect data.
The ideal candidate is detail oriented, curious about how the business works, and eager to build hands-on CRM experience. Strong communication and relationship building skills matter, because this person will work directly with fundraising, sales, and investor services teams every day.
In-Office Requirements: 4 days per week in-office
Primary Responsibilities
Requirements and Delivery Support
Requirements Gathering: Meet with fundraising, sales, and investor services users to understand their processes and document clear, detailed requirements for enhancements and new capabilities.
User Stories and Acceptance Criteria: Write user stories and acceptance criteria, and maintain the backlog in Jira under the direction of the product manager.
Testing and Release Support: Write and execute test scripts, coordinate user acceptance testing, log and track defects, and support release activities including post-release validation.
Process Documentation: Document current and future state workflows, configuration decisions, and platform processes so knowledge is not dependent on any single individual.
Platform and Data Support
Support day to day operation of Salesforce for the fundraising, sales, and investor services user base, including intake and triage of user questions and requests.
Help maintain the investor and prospect data model, and carry out data cleanup, validation, and hygiene work that improves the completeness and accuracy of investor, prospect, and pipeline records.
Build and maintain reports and dashboards that give the business visibility into pipeline, activity, and data quality.
Pull and analyze data in response to ad hoc requests from the business, and present findings clearly.
Support integrations between Salesforce and adjacent platforms, including investor onboarding, fund accounting, marketing automation, document management, and downstream reporting systems.
Adoption and Continuous Improvement
Support user training, office hours, documentation, and release communications that help the business get value from the platform.
Track platform usage and data quality measures, and flag patterns and issues to the product manager.
Identify recurring manual work and friction in user workflows, and propose improvements.
Contribute to efforts to incorporate AI and automation into fundraising, sales, and investor services workflows, including data capture, activity logging, pipeline hygiene, and reporting.
Collaboration and Communication
Build strong working relationships with fundraising, sales, investor services, and technology partners, and become a dependable point of contact for the user base.
Communicate status, open questions, and blockers clearly and proactively to the product manager and project team.
Escalate risks and issues early, with enough context for others to act on them.
Key Deliverables
Clear, well documented requirements, user stories, and acceptance criteria for assigned work.
Thorough test coverage and well run user acceptance testing, with defects tracked to resolution.
Measurable improvement in the completeness and accuracy of investor, prospect, and pipeline data.
Reports and dashboards that the fundraising, sales, and investor services teams use regularly.
Current platform documentation that reduces reliance on any single individual.
Responsive, reliable day to day support for the Salesforce user base.
Requirements
Education & Certificates
Bachelor’s Degree, required.
Concentration in Information Systems, Computer Science, Business, or a related field preferred.
Graduate-level degree preferred.
Professional Experience
Minimum of 2-4 years of experience in product management or business analyst roles, preferably within Private Equity, Financial Services, or Technology.
Hands-on experience owning or implementing a CRM platform, with Salesforce strongly preferred, including configuration, release management, and reporting.
Experience leading or playing a central role in a CRM or enterprise platform implementation, including data validation, user training, and rollout.
Familiarity with institutional fundraising, client coverage, or sales processes preferred; experience supporting a commercial or front office user base is a strong plus.
Experience working with data analytics and business intelligence tools to generate insights, define KPIs, and support data driven decision making.
Experience managing vendor platforms or SaaS implementations, and directing business analyst, quality assurance, or partner resources.
Strong understanding of data management, governance, and integration frameworks.
Experience working in Agile delivery environments.
Competencies & Attributes
Strong attention to detail and comfort with detailed, repetitive work done accurately.
Strong relationship building skills, with the ability to earn trust with business users and become a dependable partner to them.
Excellent written and verbal communication skills, including the ability to document clearly and to translate between technical and business language.
Curiosity about how the business works, and a willingness to learn institutional fundraising, client coverage, and investor services processes.
Eagerness to develop hands-on Salesforce skills, including pursuit of Salesforce Administrator certification.
Organized self-starter who manages competing requests, asks questions early, and follows through without being chased.
Advanced proficiency in Microsoft Excel, including data analysis and pivot tables.
Benefits/Compensation
The compensation range for this role is specific to New York City and takes into account a wide range of factors including but not limited to the skill sets required/preferred; prior experience and training; licenses and/or certifications.
The anticipated base salary range for this role is $115,000 to $135,000.
In addition to the base salary, the hired professional will enjoy a comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits and various wellness programs. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance.
Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by The Carlyle Group.
Who We Are
When people, ideas, and capital come together, opportunity expands across private markets. At Carlyle, this belief has shaped how we invest for decades, fueling growth for companies and delivering performance for investors.
Visit our website to learn more about our firm and the ways our platform is shaping private markets.
Application prep
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Keywords to mirror
jiraaiagile
- Platform
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Benefits
Benefits detected in the listing.
Health Insurance
Paid Time Off
Wellness