What are the responsibilities and job description for the Business Analyst position at Truity Partners?
Business Analyst (42383)
Our client is an organization in the Marathon County area that’s looking for a Business Analyst. Our client is looking for someone with 4 years of experience, detail-oriented, and independent. This company offers opportunities for career development, a collaborative team, and competitive benefits. This position is onsite.
The salary for this position is $95k - $110k.
The Business Analyst will be responsible for, but not limited to, the following:
RESPONSIBILITIES
- Conduct market, industry, and financial research to support deal sourcing, investment evaluation, and strategic decision-making
- Build and maintain financial models, forecasts, and performance dashboards to assess investment opportunities and portfolio performance
- Support due diligence efforts, including data gathering, analysis, and risk assessment for potential investments
- Monitor portfolio performance and prepare periodic reports with actionable insights for leadership
- Assist with investor and board communications, including preparation of presentations and reporting materials
- Provide cross-functional project management and strategic support, including business development, marketing initiatives, and ad hoc analysis
The Business Analyst will possess the following:
EXPERIENCE REQUIRED
- Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field
- 4 years of experience in business analysis, finance, financial reporting, etc.; manufacturing background preferred
- Excellent communication skills, both written and verbal
- High degree of initiative and the ability to work independently in a fast-paced environment
- Strong proficiency in Excel, PowerPoint, and preferably AI and data/BI tools
Equal Opportunity Employer
The compensation philosophy reflects the Company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.
Salary : $95,000 - $110,000