Job Description
At-a-Glance:
Are you ready to build your career by joining a global financial institution international fire and alarm protection company? If so, our client is hiring a Business Analyst.
Position Type:
- Contract
- Remote – EST timeframe
Experience:
- 5+ years of experience in business operations, strategic initiatives, data analytics, or process optimization within private equity, private credit, investment banking, consulting, or financial services.
- Demonstrated experience managing cross-functional initiatives, including project planning, stakeholder management, execution tracking, issue/risk management, and process improvement.
- Experience working with large datasets, operational reporting, workflow redesign, and business systems optimization.
- Preferred experience with AI Solutions (Hebbia, Claude, ChatGPT), DealCloud CRM, eFront, and Factset Cobalt.
- Familiarity with workflow automation, AI-enabled tools, and enterprise data/process management solutions is a plus.
- Understanding of private markets workflows and investment lifecycle processes, including deal sourcing, diligence, portfolio management, fundraising, and investor reporting.
- Strong written and verbal communication skills with the ability to engage effectively across investment, operational, and technical teams.
- Lead and coordinate strategic operational initiatives focused on process improvement, workflow optimization, and AI integration across the Private Credit & Equity division.
- Partner with investment, operations, and management teams to evaluate existing workflows, identify inefficiencies, and implement scalable solutions that improve execution, reporting, and data integrity.
- Manage cross-functional projects including requirements gathering, stakeholder alignment, project planning, status tracking, issue resolution, and implementation support.
- Support the optimization and administration of core business systems, including CRM and portfolio management platforms (DealCloud experience preferred).
- Analyze operational, financial, and business process data to develop actionable insights, reporting enhancements, and workflow automation opportunities.
- Collaborate with internal stakeholders to improve reporting infrastructure, data governance, and process standardization across teams.
- Assist in evaluating and implementing emerging technologies, automation tools, and AI-enabled solutions to enhance operational efficiency and decision-making.
Get in Touch:
If you think you'd be a good match, submit your resume and reach out to Sparsh at 862-895-5696 to learn more.
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Numbers & Facts
| Location | West Conshohocken, PA (Remote) |
| Industry | Staffing/Employment Agencies |
| Salary | $56.67 Per Hour |
| Company Size | 100 to 499 employees |
| Website | http://www.hiredbymatrix.com |
About Company
We believe in putting people together for the right reasons. Getting you a great job that makes you feel fulfilled in your career. Finding the perfect candidate to help you achieve business success.
Whether you are looking for the best candidate for your company or searching for your next career move, we are dedicated to making sure you thrive. We take your needs personally and have a variety of services to ensure you reach your goals. We listen to the needs of our clients and candidates and then thoughtfully match the right person with the right job. When people come together doing what they love success is guaranteed and partnerships last.
Skills
- Artificial Intelligence (AI)unmatched
- Automationunmatched
- Business Administrationunmatched
- Business Analysisunmatched
- Business Operationsunmatched
- Business Processesunmatched
- Business Solutionsunmatched
- Communication Skillsunmatched
- Consultingunmatched
- Cross-Functionalunmatched
- Customer Relationship Management (CRM)unmatched
- Data Analysisunmatched
- Data Managementunmatched
- Data Processingunmatched
- Data Qualityunmatched
- Data Setsunmatched
- Emerging Technologyunmatched
- Financial Analysisunmatched
- Financial Servicesunmatched
- Fundraisingunmatched
- Global Financial Marketsunmatched
- Investment Managementunmatched
- Investment Servicesunmatched
- Operational Auditunmatched
- Operational Strategyunmatched
- Operations Managementunmatched
- Presentation/Verbal Skillsunmatched
- Problem Solving Skillsunmatched
- Process Improvementunmatched
- Process Managementunmatched
- Project Planningunmatched
- Requirements Managementunmatched
- Risk Managementunmatched
- Sales/Support Engineering (SE)unmatched
- Strategic Planningunmatched
- Systems Administration/Managementunmatched
- Workflow Analysisunmatched
- Writing Skillsunmatched
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