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
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