Business Analyst / Junior Project Manager Alternative Asset Private Wealth Products Job at Rockwood Search, New York, NY

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  • Rockwood Search
  • New York, NY

Job Description

Business Analyst / Junior Project Manager Alternative Asset Private Wealth Products

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 BDCs

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.

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