Business Analyst /
Project Manager

Funds | United States | Full Time

About Suntera.

Suntera Global is a leading international provider of fund, corporate and private wealth services, with over 45 years of experience and 550+ specialists supporting a diverse range of industries worldwide, empowering responsible ambition through professional delivery of governance, administration and accounting services, all while focusing on strong relationships and continually evolving to provide the best possible service to clients.

Job Description

About The Role.

We are seeking a skilled and versatile Business Analyst / Project Manager to support systems implementation, business transformation, and data initiatives across our Fund operations. The ideal candidate will bring strong experience with Investran and ideally exposure to LemonEdge, as well as expertise in project planning, data mapping and migration, and workflow optimization. 

Your duties will include:

  • Lead key projects from initiation through execution, including system upgrades, data migrations, and operational process enhancements.
  • Collaborate with stakeholders across operations, finance, and technology to define requirements, manage timelines, and ensure successful project delivery.
  • Conduct detailed business analysis, including documenting current and future state processes, performing data mapping, and identifying process improvements.
  • Oversee or contribute to data migration between legacy and new systems, ensuring accuracy and consistency.
  • Manage and maintain comprehensive project documentation, including project plans, risk logs, and status reports.
  • Optimize and design workflows related to accounting, reporting, and operational processes.
  • Act as a subject matter expert for Investran and work closely with internal and external teams to support and enhance system functionality.
  • Coordinate with third-party vendors and technology teams on system configuration and integration.
  • Support payments initiatives, including projects involving Kyriba or other relevant platforms.
  • Conduct testing, training, change management, and adoption activities.
Job Description
testimonial quote image

What i love about my job

"I am incredibly proud to have been a part of Suntera Global for the past 11 years. Throughout this journey, I’ve had the opportunity to grow both personally and professionally, thanks to the supportive and inspiring environment fostered by the team. The company’s commitment to excellence, innovation, and collaboration has made every day a rewarding experience. I’ve been fortunate to work alongside talented colleagues who are not just co-workers but have become friends and mentors. The challenges we’ve faced together have only strengthened my dedication and loyalty to this company."

Justin Robinson
Senior Compliance Analyst

About you.

You will be able to display a desire to learn, grow and roll up your sleeves to build a business, while simultaneously handling multiple assignments. 

The following attributes would also be advantageous:

  • Studying towards a bachelor’s degree in accounting, finance, or related business degree, or hold or studying towards a project management or business analyst qualification.
  • Experience in a similar role and fund environment 
  • Knowledge of financial products including, but not limited to, Private equity, Private credit, venture capital, and real estate, a major plus.
  • Familiarity with fund structures and accounting platforms is essential, and experience with Kyriba or other treasury/payment systems will be advantageous.
  • Self-motivated, confident, patient and a strong desire to exceed expectations.
  • Exceptional verbal and written communications skills with unsurpassed attention to detail and organizational skills.

Personal qualities

  • Integrity
  • Inspires client and team confidence
  • Adaptable and versatile
  • Assertive and confident
  • Discrete and tactful
  • Emotional resilience
  • ‘Can do’ attitude
  • Role model
  • Appropriate office conduct and attitude to work

 

This is an exciting opportunity to join a growing team and develop new ways of working, where you will have the opportunity to input into the evolution of our business processes on an ongoing basis. In addition to a competitive salary, you will be rewarded with a performance-driven bonus, a comprehensive flexible benefits package, and the training and career opportunities that come as standard with a dynamic and rapidly growing group of companies.

Apply now

Be Inspired

Your key careers contacts.

Our application process is straightforward. Contact one of our friendly team members and they will reply to you swiftly.

Let's Talk

Natalie contact image

Natalie McMullen

Global Head of Talent

Natalie contact image

Becky Taylor

Senior HR Advisor

Natalie contact image

Sarah Langford

Assistant Manager, People and Culture