Lead and coordinate strategic operational initiatives focused on process improvement, workflow optimization, and AI integration across the client Investment Management 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.
Qualifications:
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.
Skills:
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.
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com.
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
AI Statement:
By applying, you acknowledge that AI-assisted tools may be used during hiring.
Numbers & Facts
Location
West Conshohocken, PA (Remote)
Salary
$56.64 Per Hour
Skills
Artificial Intelligence (AI)unmatched
Automationunmatched
Business Administrationunmatched
Business Analysisunmatched
Business Operationsunmatched
Business Processesunmatched
Business Solutionsunmatched
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
Investment Managementunmatched
Investment Servicesunmatched
Operational Auditunmatched
Operational Strategyunmatched
Operations Managementunmatched
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
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