NEW JOB OPENING
BUSINESS ANALYST- ASSET MANAGEMENT & FUND OPERATIONS
IN Boston, MA, USA!

Required Education

• High School Diploma



Preferred Education

• Bachelor’s degree



Required Qualifications/Skills/Experience

• 5+ years as a Business Analyst in asset management, insurance investment, banking, or consulting to those firms

• Demonstrated process mapping experience, including swim lane and cross-functional flows that went into production use rather than remaining in a presentation

• Track record of writing operating procedures or desk procedures that were used by the people performing the work

• Strong requirements elicitation skills, with experience drawing detailed information from busy operations subject matter experts

• Proficient with Visio, Lucidchart, or an equivalent process mapping tool, as well as Word, Excel, and PowerPoint

• Ability to manage several workstreams simultaneously against a fixed date and work effectively with incomplete information without stalling

• Highly effective collaborator who writes clearly, asks rather than assumes, and raises issues constructively



Preferred Qualifications/Skills/Experience

• Investment operations exposure across loans, private credit, fund administration, or IBOR and ABOR environments

• Prior experience documenting an outsourced service relationship with a fund administrator, custodian, or transfer agent

• Fund launch or platform implementation experience with a hard external date

• Experience with a deliverable register or program tooling such as Jira, Confluence, or Smartsheet

• Familiarity with AI tools such as Claude, ChatGPT, or Gemini, applied to drafting documentation and synthesizing complex material



Business Analyst Overview

• The organization is launching a rated note fund serviced by a third-party fund administrator, with operational readiness targeted for Nov. 1, legal close targeted for Dec. 15, and go-live targeted for Jan. 1

• The Business Transformation team within Strategy & Execution owns the process documentation supporting the launch

• This role provides business analysis capacity for the documentation effort and works with operations owners across six workstreams to map new and changed process flows, draft procedures and playbooks, and maintain the deliverable register as decisions are made

• The work is documentation-led rather than advisory, with the resulting materials serving as the operating record for the teams running the fund after go-live

• The analyst will collaborate with colleagues across loan operations, fund operations, finance, data, and technology

• Success depends on drawing detailed process information from the people performing the work and ensuring documentation is developed and validated directly with the appropriate operations owners

• The role requires consistent documentation structure, terminology, version control, and clear ownership across the workstreams

• Two completion standards apply: each process flow and procedure must be developed and validated with the operations person responsible for the process, and the documentation must be consistent enough for operations teams to maintain after go-live without rework



Job Duties



Process Mapping and Documentation

• Work with workstream owners to map new and changed process flows end to end, including the split of activity between the organization and the fund administrator

• Capture control points, handoffs, exception paths, and system touchpoints in each flow, and identify steps without a clear owner

• Help draft operating procedures, desk procedures, and playbooks using the team’s templates, and take each document through review with the operations owner

• Keep the documentation set consistent in structure, template, and terminology across six workstreams: cash management, fund administration, monthly and quarterly reporting, compliance and waterfall, rating agency, and loan servicing and reconciliation

• Maintain version control so the current state of each artifact is clear to the team at any point



Requirements, Decisions and Tracking

• Help maintain the operational deliverable register, tracking status, owner, and open items across workstreams

• Capture requirements, decisions, and open questions from working sessions and turn them into clear written follow-ups that move items toward closure

• Support the drafting of RACI and service-level definitions alongside subject matter experts and workstream owners

• Prepare materials for working group and program reviews while following the existing reporting cadence



Workshops and Stakeholder Support

• Prepare, help facilitate, and document working sessions with operations, finance, data, and technology partners

• Follow up on open items between sessions and flag risks to the Nov. 1 readiness date early

• Help document data requirements and lineage for compliance and waterfall testing, rating agency reporting, and periodic reporting

• **Only those lawfully authorized to work in the designated country associated with the position will be considered.**

• **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**