BA - Process Design & Documentation

Position: Business Analyst - Process Design & Documentation
Location: Boston, MA or New York, NY
Duration: 6 Months
Job ID: LMJP00009781

Job Overview:
We are seeking a skilled Business Analyst with expertise in process design and documentation to support the launch of a rated note fund serviced by a third-party fund administrator. This role is part of the Business Transformation team within Strategy & Execution (S&E) and focuses on creating process documentation for operational readiness. The analyst will collaborate with operations owners across six workstreams to map processes, draft procedures, and maintain deliverables. This is a documentation-led role requiring close collaboration with subject matter experts to ensure high-quality outputs.

Responsibilities:

• Work with workstream owners to map new and updated process flows, including activity splits between internal teams and the fund administrator.
• Identify control points, handoffs, exception paths, and system touchpoints in each process flow.
• Draft operating procedures, desk procedures, and playbooks, ensuring consistency in structure and terminology across workstreams.
• Maintain version control for all documentation to ensure clarity and accuracy.
• Track operational deliverables, capturing requirements, decisions, and open questions to drive closure.
• Support the creation of RACI matrices and service level definitions with subject matter experts.
• Prepare materials for working group and program reviews, adhering to reporting cadences.
• Facilitate and document workshops with operations, finance, data, and technology partners.
• Follow up on open items and flag risks to the readiness date proactively.
• Document data requirements and lineage for compliance, waterfall testing, and reporting needs.

Qualifications:

• 5+ years of experience as a business analyst in asset management, insurance investment, banking, or consulting to these industries.
• Proven experience in process mapping, including swimlane and cross-functional flows used in production.
• Track record of writing operating or desk procedures that are actively used by teams.
• Strong skills in requirements elicitation and collaboration with busy subject matter experts.
• Proficiency in Visio, Lucidchart, or equivalent process mapping tools, as well as Word, Excel, and PowerPoint.
• Ability to manage multiple workstreams with fixed deadlines and work with incomplete information.
• Excellent communication and collaboration skills, with a proactive approach to issue resolution.

Preferred:

• Experience in investment operations, including loans, private credit, fund administration, or IBOR/ABOR environments.
• Prior experience documenting outsourced service relationships with fund administrators, custodians, or transfer agents.
• Fund launch or platform implementation experience with hard external deadlines.
• Familiarity with program tools such as Jira, Confluence, or Smartsheet.
• Experience with AI tools like Claude, ChatGPT, or Gemini for drafting documentation and synthesizing complex material.

About PTR Global: PTR Global is a leading provider of information technology and workforce solutions. PTR Global has become one of the largest providers in its industry, with over 5000 professionals providing services across the U.S. and Canada. For more information visit ;br>
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Pay Range: $75 - $80

The specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits, including medical, dental, vision, and 401K contributions, as well as PTO, sick leave, and other benefits mandated by applicable state or localities where you reside or work.

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