Business Analyst leading recurring services engagements for Sitetracker customers. Translating operational needs into Salesforce - based platform solutions, backlogs, and adoption improvements.
About the role
- Business Analyst supporting private-market investment transactions, legal compliance, and fund operations at venture fund InvestX. Improving workflows through AI, automation, and cross-functional coordination.
Responsibilities
- Support the execution of private market investment transactions across funds, SPVs, and other investment structures, including closings
- Coordinate transaction workflows, documentation, approvals, signatures, closing requirements, and post-closing deliverables
- Support subscription agreements, side letters, investor materials, closing documentation, and transaction records
- Partner with internal teams and external counsel to identify outstanding requirements and move transactions toward completion
- Support legal and compliance requirements across Canadian and U.S. operations
- Assist with regulatory filings and requirements
- Coordinate AML/KYC documentation and compliance processes
- Conduct legal, regulatory, and business research for internal decision-making
- Coordinate with external counsel and advisors to ensure efficient delivery of information, documentation, and deliverables
- Analyze workflows to identify gaps, inefficiencies, and improvement opportunities
- Translate legal and compliance requirements into business processes, workflows, trackers, and documentation
- Develop and maintain SOPs, templates, reporting tools, and internal documentation
- Partner cross-functionally to improve information and documentation flow between teams
- Use AI tools to improve research, document review, information synthesis, workflow management, and administrative efficiency
- Identify opportunities to incorporate AI and automation into recurring processes
- Exercise judgment when using AI with confidential, legal, regulatory, or sensitive information
Requirements
- 2–3+ years of relevant experience with a fund manager, private markets investment firm, asset manager, or corporate/securities law firm
- Experience supporting investment transactions, fund operations, securities matters, legal operations, compliance, or a combination thereof
- Understanding of transaction execution and ability to manage multiple work streams
- Familiarity with private funds, SPVs, subscription processes, investor onboarding, and/or securities regulatory requirements strongly preferred
- Exposure to U.S. and/or Canadian securities regulation is an asset
- Strong analytical skills to interpret requirements, organize complex information, and translate them into actionable next steps
- Ability to work independently in a fast-paced, entrepreneurial environment
- Strong written and verbal communication skills
- Strong proficiency with AI tools and demonstrated ability to incorporate AI
- Highly organized, detail-oriented, proactive, resourceful, analytical, and execution-oriented
- Comfortable navigating ambiguity and coordinating across teams and external counsel
- Proficient with technology and able to use tools to streamline processes and drive efficiency
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