Job Description
Key Responsibilities
- Drive operational initiatives for process improvement, technology enablement, and AI integration.
- Collaborate with investment, operations, and technology teams to streamline workflows and enhance data integrity.
- Oversee cross-functional projects, including gathering requirements, aligning stakeholders, and supporting implementation.
- Enhance and manage core business systems like CRM and portfolio management platforms.
- Analyze data to provide insights, enhance reporting, and identify automation opportunities.
- Work with stakeholders to standardize processes and improve data governance.
- Evaluate and implement new technologies and AI tools to boost operational efficiency.
- 5+ years in project management, business operations, or technology/process optimization in relevant financial sectors.
- Proven track record in managing cross-functional projects and driving process improvements.
- Expertise in handling large datasets and optimizing business systems.
- Experience with DealCloud CRM, eFront, Cobalt, and AI tools is preferred.
- Knowledge of workflow automation and enterprise data management solutions is advantageous.
Numbers & Facts
| Location | West Conshohocken, PA |
| Industry | Staffing/Employment Agencies |
| Company Size | 50 to 99 employees |
| Year Founded | 2002 |
| Website | https://phaxis.com/ |
About Company
We stand for PERSEVERANCE, as we refuse to quit when the journey gets tough. Your gold is our mission, and we search day and night to find it.
Skills
- Artificial Intelligence (AI)unmatched
- Automationunmatched
- Business Operationsunmatched
- Business Solutionsunmatched
- Cross-Functionalunmatched
- Customer Relationship Management (CRM)unmatched
- Data Analysisunmatched
- Data Managementunmatched
- Data Processingunmatched
- Data Qualityunmatched
- Data Setsunmatched
- Financeunmatched
- Investment Managementunmatched
- Operations Processesunmatched
- Process Improvementunmatched
- Project/Program Managementunmatched
- Requirements Managementunmatched
- Systems Administration/Managementunmatched
- Technical Operationsunmatched
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