Business Solutions Analyst

Clarion Partners is a leading real estate investment manager headquartered in New York, and they are seeking a Business Solutions Analyst to enhance their portfolio modeling and forecasting platform. This role involves partnering with various teams to design and develop Anaplan models that support investment analysis and decision-making.

Responsibilities:

• Design, develop, and enhance Anaplan models that support portfolio forecasting, investment analysis, scenario planning, and fund performance evaluation
• Own the development and continuous enhancement of modeling capabilities used across the firm's real estate investment platform
• Partner directly with investment professionals, portfolio managers, and finance leadership to understand business objectives and translate them into scalable Anaplan solutions
• Develop portfolio and fund-level scenario analysis tools that allow users to evaluate acquisition opportunities, dispositions, financing alternatives, and portfolio construction decisions
• Build and enhance models that measure the impact of investment decisions on portfolio performance, leverage, NAV, GAV, cash flows, revenues, expenses, and fund-level financial results
• Collaborate with stakeholders to define requirements, prioritize enhancements, and deliver solutions that address evolving investment and financial planning needs
• Lead requirements gathering, solution design, testing, deployment, and continuous enhancement efforts related to the portfolio modeling platform
• Develop integrations and analytical capabilities that connect Anaplan with upstream and downstream business systems
• Identify opportunities to improve model performance, scalability, maintainability, automation, and data quality
• Produce high-quality documentation, including functional requirements, process flows, testing plans, training materials, and implementation documentation
• Coordinate project activities and guide stakeholders through all phases of the solution lifecycle
• Execute system testing and user acceptance testing to ensure delivered solutions meet business objectives and quality standards
• Drive successful deployment of new capabilities through established change management processes
• Serve as a trusted partner to business stakeholders by providing analytical insight, challenging assumptions, and contributing to strategic planning and investment discussions

Requirements:

• Bachelor's degree, preferably in Finance, Accounting, Economics, Computer Science, Engineering, Mathematics, or a related field
• Experience within commercial real estate, investment management, private equity, asset management, fund accounting, or FP&A environments
• 2–5 years of professional experience in business analysis, financial modeling, data analytics, software development, or a related discipline
• Proven track record of independently leading significant initiatives from design through implementation
• Strong analytical and logical problem-solving skills with the ability to evaluate complex business scenarios and develop practical solutions
• Experience working with business-critical models, data, or technology platforms in a professional environment
• Advanced Microsoft Excel skills
• Excellent organizational, analytical, and communication skills with the ability to work effectively with both technical teams and business stakeholders
• Ability to manage multiple priorities, meet deadlines, and perform effectively in a fast-paced environment
• Strong attention to detail and commitment to delivering accurate and reliable results
• Demonstrated ability to learn complex business processes and translate them into scalable technology solutions
• Demonstrated interest in financial modeling, forecasting, investment analysis, portfolio management, and the development of technology solutions that directly influence business and investment decisions
• Experience utilizing AI-enabled productivity tools such as Microsoft Copilot and ChatGPT to improve development efficiency, analytical workflows, and documentation
• 2 or more years of hands-on Anaplan model development experience, including model architecture, module design, calculations, lists and hierarchies, data integrations, security design, and production deployment
• Experience developing Anaplan solutions used for portfolio modeling, financial forecasting, scenario analysis, capital planning, or investment decision-making
• Experience developing complex financial forecasting, portfolio modeling, and scenario analysis solutions used for business-critical decision making
• Strong understanding of investment management, portfolio construction, fund structures, debt financing, and investment performance measurement
• Experience developing enterprise-scale models relied upon by investment professionals, finance teams, and senior leadership
• Strong proficiency with SQL, relational database concepts, and data modeling principles
• Experience developing reporting and analytical solutions using Power BI
• Experience partnering directly with business stakeholders to translate investment and financial objectives into scalable technical solutions
• Demonstrated ability to evaluate complex business scenarios, challenge assumptions, and develop practical solutions that improve decision making