Business Analyst/Credit Operations/Capital Markets

Business Analyst/Credit Operations/Capital Markets - Hybrid/NYC - 1 year+

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