Business Operations & Strategy Analyst (100 % Remote)

Job Description

Job Description

This role could be fully remote, keep candidates to east-coast/EST timeframe

Responsibilities

• Lead and coordinate strategic operational initiatives focused on process improvement, workflow optimization, technology enablement, and AI integration across the 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.