Process Optimization Specialist

Job Summary

Leading strategic operational initiatives, the full-time Process Optimization Specialist will focus on process improvement, workflow optimization, and technology enablement within the financial services sector, working onsite in West Conshohocken, PA.

Key responsibilities

• Lead and coordinate initiatives aimed at enhancing operational processes and integrating technology across the MSIM Private Credit & Equity division
• Manage cross-functional projects, including requirements gathering, stakeholder alignment, and implementation support
• Analyze operational and financial data to provide insights and identify opportunities for workflow automation and reporting enhancements

Required qualifications

• 5+ years of experience in project management, business operations, or process optimization within financial services
• Demonstrated experience managing cross-functional initiatives and large datasets
• Familiarity with business systems optimization and reporting infrastructure
• Preferred experience with DealCloud CRM or similar platforms
• Understanding of private markets workflows and investment lifecycle processes