The Role
Lead operational and technology initiatives for private equity and credit: improve workflows, enable automation and AI, manage cross-functional projects, optimize CRM/portfolio systems, analyze data for reporting and governance, and implement scalable process and reporting solutions.
Summary Generated by Built In
Company Description
Finance
Job DescriptionResponsibilities
- 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.
All your information will be kept confidential according to EEO guidelines.
Skills Required
- 5+ years experience in project management, business operations, data analytics, or process/technology optimization within private equity, private credit, investment banking, consulting, or financial services.
- Proven experience managing cross-functional initiatives including planning, stakeholder management, execution tracking, and issue/risk resolution.
- Experience working with large datasets, operational reporting, workflow redesign, and business systems optimization.
- Support and administer core business systems, including CRM and portfolio management platforms.
- Experience with DealCloud CRM, eFront, Cobalt, or AI Agent builds.
- Familiarity with workflow automation, AI-enabled tools, and enterprise data/process management solutions.
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The Company
What We Do
Lenmar Consulting Inc is an Information Technology and Services company located in 185 Hudson Street, S#1440, Jersey City, NJ 07302.
