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Urgent Need - Lead Business Analyst/ Project Manager (Asset Management/ Investment/Financials/Trade/Capital Market - Remote

Komplete TeleservicesUnited States🇺🇸United States

Why this role stands out

This remote Lead Business Analyst/Project Manager role offers a fantastic opportunity to leverage your expertise in financial markets and drive significant project outcomes. You'll thrive here if you possess a strong blend of analytical skills and executive presence, capable of facilitating complex discussions and leading initiatives within a dynamic environment. Apply now to join a forward-thinking team and make a substantial impact on critical financial projects.

Quick overview

SeniorityMid Senior
Work modeRemote
LocationUnited States
DerivativesReconciliation

Job description

Skillset / Role:

  • Report gathering and inventorying, reporting requirements, data mapping, reconciliation, testing
  • Liaising between business end users and technology/developers a huge plus
  • Someone from the business/ops/accounting side who is very familiar with the underlying data that make up private assets
    • Holdings – funded positions, unfunded commitments
    • Security master data – facility, contract
    • Activity – scheduled/unscheduled principal, interest, fees, PIKs, transfers, etc.
  • Familiarity with private credit
    • Familiarity with private loan, private bond, derivatives for hedging, direct lending, mezzanine financing, bank loans
  • Systems: WSO, Aladdin, PAM for Investments
    • Full-time role
    • Remote (potential to have to travel to Newark very occasionally
    • Start late August through the end of the year. 90% likelihood that it will continue through all of 2027

Skills/SME Required

  • Knowledge of the investments industry at an asset manager (or having consulted to same), or asset servicer.
  • Knowledge of Private Capital a plus
  • Knowledge of Aladdin a plus
  • Knowledge of PAM or Wall Street Office (WSO)a plus
  • Knowledge of Collateralized Loan Obligations (CLO) a plus.
  • Exposure to project management & executive level communications skills
  • Knowledge of the insurance industry a plus (asset management for insurance or having consulted to those organizations)
  • All of those things would be great, but we’re really going to approach this “best player available” that comes off both as “polished” and ‘in the weeds.’

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