Investment Systems Business Analyst Job at Curate Partners, Boston, MA

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  • Curate Partners
  • Boston, MA

Job Description

Investment Systems Business Analyst

**Please no c2c, only open to GC or USC

Callouts:

-Most be able to commute onsite 3x/week to Boston, MA office

-Contract to Hire

Are you passionate about optimizing investment workflows and leveraging technology to drive efficiency? Do you have deep expertise in DealCloud and a vision for expanding its capabilities across other investment platforms? If so, we want you on our team!

About the Role

We are seeking a highly skilled Investment Systems Business Analyst to play a key role in enhancing our investment technology stack. This position will focus on optimizing and expanding our use of DealCloud , our core investment CRM platform, while also paving the way for broader integration with additional investment systems in the future.

What You’ll Do

  • Optimize & Expand DealCloud – Work closely with investment teams to refine workflows, customize functionalities, and maximize the platform’s value.
  • Drive System Integrations – Identify and support the implementation of new investment platforms that enhance operational efficiency.
  • Business & Data Analysis – Gather and analyze business needs, translating them into technical solutions that drive investment performance.
  • Stakeholder Collaboration – Partner with investment professionals, IT teams, and vendors to ensure seamless technology adoption and ongoing improvements.
  • Training & Support – Provide training and best practices to users, ensuring a high level of platform utilization and effectiveness.

What We’re Looking For

  • Proven experience as an Investment Systems Business Analyst or similar role in the investment industry.
  • Expertise in DealCloud , including customization, data management, and workflow optimization.
  • Strong understanding of investment processes, including deal sourcing, pipeline management, and investor relations.
  • Ability to assess business needs and translate them into effective technology solutions.
  • Experience with additional investment platforms or CRM systems is a plus.
  • Excellent problem-solving skills, communication abilities, and a proactive mindset.

Job Tags

Contract work,

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