Business Analyst / Junior Project Manager – Alternative Asset Private Wealth Products
Job Identification Number: 1002
Location: New York, NY
Job Type: Direct Hire
Job Category: Financial Services
Qualified candidates, please attach resume when applying.
Global Alternative Asset Manager seeks a Business Analyst to support the firms growing demand for products from high-net worth and retail investors.
Position Responsibilities
• Collaborating with the Private Wealth Americas Team to gain a comprehensive understanding of their business needs and objectives
• Collecting and documenting crucial business requirements for projects, including the design of new reports and the development of streamlined workflows and processes
• Proactively managing vendor relationships with Transfer Agents, Fund Administrators and digital service providers / platforms (e.g., DST, iCapital, +Subscribe, CAIS)
• Ensuring comprehensive documentation and maintenance of all critical Investor Services business processes to support operational efficiency
• Identifying, communicating, and tracking key achievements, action items and potential issues to ensure timely completion
Qualifications & Experience:
• 7+ years of financial industry experience; 3+ years of relevant experience in the Alternative Asset Management industry
• Private Credit Experience highly preferred especially BDC’s
• Expertise in business analysis and project management, demonstrating the ability to drive projects to successful completion
• Knowledge of the investor lifecycle, including onboarding, maintenance and wind-down procedures of alternative investment funds
• Experience working closely with technology / service provider vendors
• Strong communication and problem-solving skills with an ability to adapt to changing business needs
• Highly proficient in Excel including creating ad hoc complex reports from scratch.
Qualified candidates should send resumes to ws@rockwood-search.com. Please put your Name and “Private Wealth Business Analyst / PM” in the subject line and attach your resume in word or PDF document form. Also include contact information, salary requirements and any applicable information in the body of the email.