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Business Analyst – Private Equity Valuations & Financial Data Platforms

Core Skill: Business Analysis


Essential Skills:

· Deep domain knowledge of PE valuations trading comps, precedent transactions, EV bridges, multiple selection.

· Experience writing structured requirements and acceptance criteria for data-intensive financial tools.

· Familiarity with IFRS fair value measurement and audit-readiness requirements.

· Stakeholder management across deal teams, valuation groups, and engineering.

· Data modelling and schema design (JSON output structures, rolling records).

· UAT coordination and test case design for financial accuracy validation.


Required Knowledge & Experience

· Deep domain knowledge of PE valuations trading comps, precedent transactions, EV bridges, multiple selection.

· Experience writing structured requirements and acceptance criteria for data-intensive financial tools.

· Familiarity with IFRS fair value measurement and audit-readiness requirements.

· Stakeholder management across deal teams, valuation groups, and engineering.

· Data modelling and schema design (JSON output structures, rolling records).

· UAT coordination and test case design for financial accuracy validation.


Key Responsibilities

· Own the process mapping for the end-to-end multiple determination workflow inputs, transformations, outputs, and dependencies between stories.

· Liaise between the engineering team and the PE Valuations.

· Valuation Group stakeholders to resolve open design decisions (e.g., smoothing policy, PitchBook feasibility, Athena timing gap).

· Define and refine acceptance criteria for each story in collaboration with the PE Valuations team, ensuring outputs match deal team model expectations.

· Design the human-in-the-loop review gates and what information is surfaced to analysts, how overrides are captured, and how analyst sign-off flows through the system.

· Manage the Data Schema, reference document field definitions, mandatory vs. optional classifications, source hierarchy rules, and controlled vocabularies (Sector, Subsector, Business Model, Geography).

· Coordinate with Crystal deal teams on the Deal Team structured data entry mechanism and unstructured input formats.

· Validate prototype outputs against real deal team models for accuracy and auditability.

· Define configurable parameters (tolerance thresholds, recency windows, EBITDA margin thresholds) and document their rationale.



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