Business Analyst

About the Role

We are looking for a skilled Business Analyst to join the Business Escrow Services (BES) team on a contract-to-hire basis. The position supports transaction activities like analyzing capitalization tables and equity ownership, reviewing related documents, coordinating deal setups, and facilitating communication between Relationship Managers, clients, and internal teams.

Responsibilities

• Analyze and maintain capitalization tables and equity ownership structures with precision.
• Gather detailed business requirements and assist with transaction-related operations.
• Review and interpret legal and transaction documents including shareholder consents, accredited investor questionnaires, letters of transmittal, and similar forms.
• Use advanced Excel functions such as Pivot Tables, VLOOKUP/XLOOKUP, formulas, and reporting tools for data analysis.
• Manage document workflows through DocuSign, encompassing setup and execution.
• Serve as an essential liaison among Relationship Managers, clients, and internal stakeholders to ensure smooth transaction execution.

Requirements

• Bachelor's degree in Accounting, Finance, Business Administration, or a related discipline.
• A minimum of three years’ experience as a Business Analyst or in a comparable analytical position.
• Strong background working with capitalization tables and equity ownership details.
• Proficiency with transaction-related legal documentation and understanding of escrow and paying agent agreements.
• Demonstrated advanced Excel knowledge.
• Experience using DocuSign for managing documents and workflows.

Preferred Qualifications

• Exposure to escrow services, paying agent services, corporate trust, or financial service operations.
• Involvement with M&A deals, tender offers, recapitalizations, or corporate actions.
• Understanding of financial markets, corporate governance, and equity ownership frameworks.
• Support experience for Relationship Managers and client-facing teams.
• Experience in Private Equity, Venture Capital administration, Fund administration, or Investment Banking operations.
• Ability to design reports, dashboards, and data visualizations.

Additional Information

This is a remote, 6-month contract with the potential to transition into a permanent role. The pay rate is $25 per hour. The position requires a candidate with strong analytical capabilities and excellent communication skills to ensure accurate transaction processing and superior client service.