Senior Business Analyst - Need Someone with WSO

Job Title: Senior Business Analyst / SME
Location: New York, NY / Dallas, TX
Duration: Long-Term Contract
NEED SOMEONE WITH WSO (WALL STREET OFFICE).
ABOUT THE POSITION
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.
KEY 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 core operations tools, 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

QUALIFICATIONS
EDUCATION
Bachelor s degree in finance, economics, computer science, or other relevant field
Master s degree is a plus
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
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
TECHNICAL SKILLS
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
SOFT SKILLS
Excellent analytical and problem-solving skills
Strong, proactive communication and interpersonal skills
Attention to detail and a commitment to delivering high-quality work
Familiarity with agile project methodologies
Comfortable in a fast-paced, dynamic environment