Role: Credit Operations SME BA
Location: NYC, NY (3 Days onsite per Week)
Requirement Notes (Candidate Job description below): 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.
CANDIDATES NEED TO BE CREDIT OPERATIONS SME S AND PROBABLY COMING OUT OF A HEDGE FUND, PRIVATE EQUITY FIRM OR FINANCIAL SERVICES COMPANY.
Job Description:
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 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
Continuous Improvement & Communication
- Drive continuous improvement by analyzing project outcomes and implementing best practices
- Establish and maintain effective relationships with business and technology partners
- Proactively ask questions about the requirements or business needs
- Stay up-to-date with the latest trends and best practices
- Continuously seek opportunities to improve our processes and tools
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
Regards,
Adam Jones (Azam)
Direct: 551 264 7249
Email: Adam (@) pullskill (dot) com
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