Note: The job is a remote job and is open to candidates in USA. Hired by Matrix, Inc is recruiting a Business Analyst for a confidential client in the financial services sector. The role focuses on leading strategic operational initiatives, improving workflows, integrating AI solutions, optimizing business systems, and enhancing reporting and data governance across private credit and equity operations.
Responsibilities
- 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
Skills
- 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
- 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
- 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
Benefits
- Remote – EST timeframe
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