Highlights
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. Demonstrated experience managing cross-functional initiatives, including project planning, stakeholder management, execution tracking, issue/risk management, and process improvement.
Numbers & Facts
| Location | West Conshohocken, PA (Remote) |
| Industry | Other/Not Classified |
| Salary | $55–$56.65 Per Hour |
| Company Size | 100 to 499 employees |
| Year Founded | 1998 |
| Website | www.eteaminc.com |
Description
Title: Business Analyst
Location: West Conshohocken, PA (Remote)
Duration: 12 Months
This role could be fully remote, keep candidates to east-coast/EST timeframe
Description
Responsibilities
Lead and coordinate strategic operational initiatives focused on process improvement, workflow optimization, technology enablement, and AI integration across the MSIM Private Credit & Equity division.
Partner with investment, operations, and technology teams to evaluate existing workflows, identify inefficiencies, and implement scalable solutions that improve execution, reporting, and data integrity.
Manage cross-functional projects including requirements gathering, stakeholder alignment, project planning, status tracking, issue resolution, and implementation support.
Support the optimization and administration of core business systems, including CRM and portfolio management platforms (DealCloud experience preferred).
Analyze operational, financial, and business process data to develop actionable insights, reporting enhancements, and workflow automation opportunities.
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.
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.
Demonstrated experience managing cross-functional initiatives, including project planning, stakeholder management, execution tracking, issue/risk management, and process improvement.
Experience working with large datasets, operational reporting, workflow redesign, and business systems optimization.
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.
Industry Knowledge
Understanding of private markets workflows and investment lifecycle processes, including deal sourcing, diligence, portfolio management, fundraising, and investor reporting.
Communication
Strong written and verbal communication skills with the ability to engage effectively across investment, operational, and technical teams.
ET_PB01
Location: West Conshohocken, PA (Remote)
Duration: 12 Months
This role could be fully remote, keep candidates to east-coast/EST timeframe
Description
Responsibilities
Lead and coordinate strategic operational initiatives focused on process improvement, workflow optimization, technology enablement, and AI integration across the MSIM Private Credit & Equity division.
Partner with investment, operations, and technology teams to evaluate existing workflows, identify inefficiencies, and implement scalable solutions that improve execution, reporting, and data integrity.
Manage cross-functional projects including requirements gathering, stakeholder alignment, project planning, status tracking, issue resolution, and implementation support.
Support the optimization and administration of core business systems, including CRM and portfolio management platforms (DealCloud experience preferred).
Analyze operational, financial, and business process data to develop actionable insights, reporting enhancements, and workflow automation opportunities.
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.
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.
Demonstrated experience managing cross-functional initiatives, including project planning, stakeholder management, execution tracking, issue/risk management, and process improvement.
Experience working with large datasets, operational reporting, workflow redesign, and business systems optimization.
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.
Industry Knowledge
Understanding of private markets workflows and investment lifecycle processes, including deal sourcing, diligence, portfolio management, fundraising, and investor reporting.
Communication
Strong written and verbal communication skills with the ability to engage effectively across investment, operational, and technical teams.
ET_PB01
About Company
Looking for a great job? Join eTeam. We’re looking for talented staffing professionals to join our staff. We also provide contract assignments and full-time jobs at Fortune 2000 Companies. We’ve been named one of the best companies to work for by Staffing Industry Analysts and New Jersey Business.