Business Analyst – Funds Onboarding

About the role

Taleo Consulting is an international management consulting group with a strong presence in Luxembourg. They are seeking a Business Analyst to lead the onboarding of new Private Equity and Real Estate funds, ensuring a smooth transition from project initiation to business‑as‑usual operations.

Key responsibilities

• Gather and analyze business requirements related to onboarding of new Private Equity and Real Estate (PERE) funds.
• Coordinate end‑to‑end fund onboarding activities, ensuring smooth transition from project initiation to business‑as‑usual operations.
• Act as the main liaison between Business, Operations, Fund Administration, IT, Legal, Compliance and external stakeholders throughout the onboarding lifecycle.
• Translate business requirements into functional specifications, user stories and acceptance criteria for development teams.
• Support operational setup of new fund structures, including static data, cash accounts, investor information and workflows.
• Perform impact assessments and ensure regulatory, operational and technical requirements are captured and implemented.
• Coordinate User Acceptance Testing (UAT), validate business scenarios and manage defect resolution through to production sign‑off.
• Monitor project progress, risks, dependencies and deliverables while ensuring timelines are met.
• Support fund migrations, operating model changes and lifecycle events such as restructurings, liquidations and transfers.
• Produce functional documentation, process flows and implementation reports to support operational teams.

Required profile

• Bachelor’s or Master’s degree in Finance, Business Administration, Information Systems or a related field.
• Proven experience as a Business Analyst, Funds Onboarding Analyst or Implementation Analyst within Asset Management, Fund Administration or Private Capital.
• Strong knowledge of Private Equity and Real Estate fund structures and onboarding processes.
• Good understanding of the investment fund lifecycle, fund migration and operational implementation activities.
• Experience gathering business requirements and producing functional specifications.
• Familiarity with Fund Administration, Transfer Agency, Custody and Middle Office processes.
• Experience working with multiple stakeholders across Business, Operations, IT, Compliance and Legal teams.
• Strong analytical, organizational and communication skills.