Process Analyst
Core
Analyze and optimize investment transaction lifecycle processes (deal sourcing, due diligence, valuation, portfolio monitoring) and build data infrastructure for investment professionals.
Role type
Senior Process Analyst (Investment Operations)
Builds
Process improvement plans, Power BI dashboards, AI-ready datasets, and optimized front-office workflows.
Domain
Asset Management / Investment Management
Deliverable
production ML models | product features | dashboards & analysis | infrastructure
Required skills
Process mapping, data analysis, stakeholder engagement, change management, root cause analysis, data validation, financial metrics definition, workflow redesign.
Preferred skills
Python, dbt, Snowflake, Power BI, Excel modeling.
Technologies
Snowflake, dbt, Power BI, eFront, Excel.
Responsibilities
Map and document end-to-end front office processes; conduct structured assessments to identify inefficiencies; develop and prioritize process improvement plans; build and maintain Power BI dashboards; configure eFront and assist with troubleshooting; contribute to the design of AI-ready datasets; document analytical methodologies and data standards.
Seniority
Mid-Senior, hands-on IC