Company Description
Finance
Job Description
Responsibilities
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Lead and coordinate strategic operational initiatives focused on process improvement, workflow optimization, technology enablement, and AI integration across the MSIM Private Credit & Equity division.
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Partner with investment, operations, and technology teams to evaluate existing workflows, identify inefficiencies, and implement scalable solutions that improve execution, reporting, and data integrity.
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Manage cross-functional projects including requirements gathering, stakeholder alignment, project planning, status tracking, issue resolution, and implementation support.
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Support the optimization and administration of core business systems, including CRM and portfolio management platforms (DealCloud experience preferred).
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Analyze operational, financial, and business process data to develop actionable insights, reporting enhancements, and workflow automation opportunities.
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Collaborate with internal stakeholders to improve reporting infrastructure, data governance, and process standardization across teams.
Assist in evaluating and implementing emerging technologies, automation tools, and AI-enabled solutions to enhance operational efficiency and decision-making.
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Experience:
- 5+ years of experience in project management, business operations, strategic initiatives, data analytics, or technology/process optimization within private equity, private credit, investment banking, consulting, or financial services.
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Demonstrated experience managing cross-functional initiatives, including project planning, stakeholder management, execution tracking, issue/risk management, and process improvement.
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Experience working with large datasets, operational reporting, workflow redesign, and business systems optimization.
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Preferred experience with DealCloud CRM, eFront, Cobalt, and AI Agent builds.
Familiarity with workflow automation, AI-enabled tools, and enterprise data/process management solutions is a plus.
Additional Information
All your information will be kept confidential according to EEO guidelines.
