Private Equity/Credit Ops Analyst (Max $56/hr W2) at Lenmar Consulting Inc.

Conshohocken, Pennsylvania, United States -

Full Time

Start Date

Immediate

Expiry Date

08 Sep, 26

Salary

56.0

Posted On

10 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Project Management, Business Operations, Data Analytics, Process Optimization, Stakeholder Management, Workflow Automation, CRM Administration, Portfolio Management, AI Integration, Financial Reporting, Data Governance, Requirements Gathering

Industry

Information Technology & Services

Description

Company Description Finance Job 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. Additional Information All your information will be kept confidential according to EEO guidelines.

Responsibilities

Lead strategic operational initiatives to optimize workflows and integrate AI across the Private Credit & Equity division. Partner with cross-functional teams to improve data integrity, reporting infrastructure, and business system administration.