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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.