Business Analyst/Credit Operations/Capital Markets

Contact Details:

1. Harika Mamidala
Email:
Cell:

Notes:

• Locals highly preferred

Job Overview:

• We are seeking a skilled and proactive subject matter expert and business analyst to join our Credit Operations technology team.
• This role is ideal for someone with deep experience in Credit Operations processes and platforms and a strong background in business analysis, project management, and solution architecture.
• The Operations IT SME/BA is responsible for maintaining close working relationships with the business teams, gaining a deep understanding of their business processes (such as portfolio set up, trade booking and allocation, expense booking, cash reconciliation, and monthly closing) and communicating their needs into technology.

Duties and Responsibilities:

BUSINESS ANALYSIS

• Gain a deep understanding of the Credit Operations team's responsibilities, business processes, and role within the broader firm, and how these translate into our technology, processes, logic, data sources, and integrated application landscape.
• Gather, analyze, and document business requirements, processes, workflows, and data models.
• Translate business requirements into functional and technical requirements for delivery within agile and/or hybrid model.
• Write, review, and enrich user stories and epics as needed to support backlog refinement and grooming.
• Dive into our data, reviewing existing stored procedures, design data migration plans, and test/validate data migration.
• Serve as a liaison between business units and technical teams.
• Support the current valuation tool, by troubleshooting with the Support team and coordinating with the software vendors to build and test product enhancements on Fortress' implementation.
• Provide ongoing support and enhancements to existing systems.
• Monitor data quality metrics and implement remediation strategies.
• Clearly and concisely communicate complex data insights to non-technical stakeholders.
• Train business users by preparing guides, materials, and hosting training sessions.

PROJECT COORDINATION & MANAGEMENT

• Manage project coordination, execution, and delivery for multiple concurrent initiatives, ensuring alignment with business objectives and timelines.
• Develop detailed project plans, manage dependencies, track milestones, and proactively identify and mitigate risks.
• Prepare and present regular status reports, dashboards, and summaries for core project stakeholders.
• Facilitate effective communication, ensuring stakeholder alignment among business users, technical teams, internal leadership, and external partners.
• Stay organized by owning and maintaining the Azure Boards ticketing system and running daily calls with development teams.
• Serve as the primary point of contact among internal IT teams (application development, infrastructure, and QA), stakeholders, and vendors.

Required Skills and Experience:

• 8+ years as technical business analyst at a hedge fund, private equity shop, or other financial services firm.
• Well versed in Software Development Life Cycle (SDLC) methodologies and best practices.
• Expertise in Microsoft Excel, Word, PowerPoint, and Visio or equivalent.
• Experience with large data sets, including analysis, transformations, and comparisons; direct experience writing SQL queries is a must and familiarity with Power BI as a reporting tool is a plus.
• Proficiency in diagramming business processes, in tools such as Visio and Lucid.
• Experience managing relationships and integrations with fund administrators, compliance providers, and market data providers.
• Direct experience with WSO, Geneva, or similar tools.
• Familiarity with diagramming tools, such as Visio and Lucid App.

CERTIFICATIONS & DOMAIN KNOWLEDGE

• Strong understanding of alternative investments, including private credit, structured products, hedge funds, and derivatives.
• Strong understanding of private loans investment space; operations, accounting, and portfolio management tools; and business processes including portfolio set up, trade booking and allocation, expense booking, cash reconciliation, and monthly closing.
• Professional Scrum Product Owner or Scrum Master Certifications is a plus.

EDUCATION

• Bachelor's degree in finance, economics, computer science, or other relevant field
• Master's degree is a plus