Process Optimization-Financial Services

ApTask

West Conshohocken, PA(remote)

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JOB DETAILS

SKILLS

Artificial Intelligence (AI), Automation, Business Administration, Business Operations, Business Processes, Business Solutions, Communication Skills, Consulting, Cross-Functional, Customer Relationship Management (CRM), Data Analysis, Data Management, Data Processing, Data Quality, Data Sets, Emerging Technology, Financial Analysis, Financial Services, Fundraising, Information Technology Consulting, Information/Data Security (InfoSec), Investment Management, Investment Services, Management of Information Systems/Technology (MIS), Operational Audit, Operational Strategy, Performance Tuning/Optimization, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Process Management, Project Planning, Project/Program Management, Requirements Management, Risk Management, Sales/Support Engineering (SE), Short Messaging Service (SMS), Speech Technology, Strategic Planning, Systems Administration/Management, Technical Operations, Workflow Analysis, Writing Skills

LOCATION

West Conshohocken, PA

POSTED

1 day ago

Fully remote

Description
Responsibilities
Lead and coordinate strategic operational initiatives focused on process improvement, workflow optimization, technology enablement, and AI integration across the MSIM Private Credit & Equity division.
Partner with investment, operations, and technology 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.
Experience
5+ years of experience in project management, business operations, strategic initiatives, data analytics, or technology/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 DealCloud CRM, eFront, Cobalt, and AI Agent builds.
Familiarity with workflow automation, AI-enabled tools, and enterprise data/process management solutions is a plus.
Industry Knowledge
Understanding of private markets workflows and investment lifecycle processes, including deal sourcing, diligence, portfolio management, fundraising, and investor reporting.
Communication
Strong written and verbal communication skills with the ability to engage effectively across investment, operational, and technical teams.

About ApTask:
ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-owned company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.

Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

Candidate Data Collection Disclaimer:
At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.

If you have any concerns or queries about your personal information, please feel free to contact our compliance team at

businessexcellence@aptask.com

.

Applicant Consent:
By submitting your application, you agree to ApTask's (www.aptask.com) Terms of Use and Privacy Policy, and provide your consent to receive SMS and voice call communications regarding employment opportunities that match your resume and qualifications. You understand that your personal information will be used solely for recruitment purposes and that you can withdraw your consent at any time by contacting us at 732-355-8000 or help@aptask.com. Message frequency may vary. Msg & data rates may apply.

About the Company

ApTask

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