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Business Analyst-Private Equity (PE) with AI

Ht GroupNew York, NYApril 29th, 2026
Title: Business Analyst-Private Equity (PE) with AILocation: NY (onsite-3/4 days)Duration: Long TermJob ResponsibilitiesWork directly with employees across the organization to identify AI opportunities and define requirements for AI-enabled offeringsTranslate PE business processes and workflows into AI solution requirements that development and data teams can execute onSupport the rollout and adoption of AI tools and platforms across business divisions (deal team, investor relations, fund operations, portfolio management)Develop AI adoption playbooks, training materials, and enablement resources tailored to PE-specific workflowsFacilitate workshops, stakeholder meetings, and training sessions to drive AI literacy and adoption across the firmCollaborate with data science, engineering, and product teams to implement and validate AI solutionsDefine and document requirements for AI initiatives using JIRA (Epics, Stories, Tasks) with clear acceptance criteriaAnalyze existing workflows to identify where AI can improve investment decision-making, operational efficiency, and stakeholder communicationSupport UAT and validate AI solutions with business teams to ensure they meet real workflow needsStay current on AI trends, tools, and best practices relevant to PE and financial services (agents, agentic workflows, enterprise AI governance)Requirements5+ years of experience as a Business Analyst, Product Analyst, or AI Strategy role in financial services, private equity, or alternative investmentsDeep AI knowledge beyond basic prompting: understanding of AI agents, agentic workflows, enterprise AI platforms, and how AI integrates into business processesStrong written and verbal communication skills: ability to explain AI concepts to non-technical PE professionals and create compelling presentationsExperience working with business stakeholders to gather requirements, define workflows, and translate needs into technical specificationsProficiency with JIRA, requirements documentation, and agile/SDLC methodologiesAbility to work across multiple business divisions and initiatives simultaneouslySelf-directed work style: identify gaps, resolve issues proactively, deliver complete work without constant oversightUS-based and authorized to work in the United StatesAvailable to work onsite in Manhattan (up to 3-4+ days/week especially at start)Preferred QualificationsDirect experience at a PE firm, hedge fund, or alternative investment managerExperience with AI training, enablement, or change management (developing AI adoption playbooks, facilitating AI workshops, coaching non-technical teams)Understanding of PE-specific workflows: deal flow, fund operations, capital calls, NAV calculations, investor reporting, portfolio monitoringExperience with enterprise AI platforms (Palantir, Dataiku, C3.ai, H2O.ai, or similar)Knowledge of AI governance, responsible AI, and compliance considerations in financial servicesBackground in identifying and implementing AI use cases across an organization (not just a single team)Experience working in a fast-paced environment where consultants are held to the same standard as full-time employees