Job Description

We’re partnering with our client, a leading software-focused firm based in Chicago, to hire a Business Analyst. This is a highly visible, hands-on role supporting technology, data, and AI initiatives across the firm. You’ll partner closely with leadership and cross-functional teams to enhance systems, optimize workflows, and help scale AI and automation capabilities across the organization.

What You’ll Do:

• Oversee and optimize the firm’s CRM and market data platforms, managing user access, data integrity, vendor relationships, and ongoing system enhancements across a broad set of tools
• Create and maintain reporting and dashboards that provide clear, actionable insights, while ensuring consistency and accuracy across datasets used by investment and operations teams
• Partner cross-functionally with business users, internal tech teams, and external vendors to troubleshoot issues, improve workflows, and enhance overall system performance
• Conduct comprehensive evaluations of new technologies by gathering requirements, analyzing current processes, and coordinating vendor research, demos, and implementation efforts
• Build and deploy AI-driven and automation-based solutions to improve efficiency, reduce manual processes, and support scalable growth
• Assess existing workflows and data processes to identify gaps, recommend improvements, and implement more efficient, long-term solutions
• Assist in vendor oversight, including evaluating performance, identifying cost-saving opportunities, and supporting contract negotiations and renewals
• Support change management efforts by developing training materials, guiding end users, and driving adoption of new tools and processes

Qualifications:

• Bachelor’s degree required (Finance, Economics, Statistics, or related field preferred)
• 2 years of experience in a data, analytics, or technology-focused role within a professional services environment
• Hands-on experience with a CRM system (i.e. Salesforce)
• Exposure to AI tools with an interest in leveraging them to solve business problems
• Advanced Excel skills, including working with large datasets, pivot tables, and complex formulas
• Familiarity with SQL, Python, or workflow automation tools
• Strong analytical mindset with the ability to think critically and solve complex problems
• Effective communicator with the ability to collaborate across technical and non-technical teams

The Equus Group is an Equal Opportunity Employer and takes pride in maintaining a diverse environment. We do not discriminate in recruitment, hiring, training, promotion, or any other employment practices for reasons of race, color, religion, gender, national origin, age, sexual orientation, marital or veteran status, disability, or any other legally protected status.

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