Product Analyst, Global Credit Technology

$120,000 - $160,000/Yr

Carlyle Investment Management - New York, NY

Full-time - Mid Level

New York, NY

1,001-5,000 employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Business Analyst will be part of the Business Acceleration team at Credit Tech Strategy. This team aims to deliver tactical solutions to business requirements with shorter turnaround times, while aligning with the larger strategic goals of the department and the firm. The role is crucial in ensuring that both internal and external stakeholders at Carlyle capture value from the technologies within the Global Credit segment, particularly in supporting front, middle, and back-office capabilities. The position requires close collaboration with Global Credit business users and segment technology resources to bridge the gap between business needs and technical capabilities, especially in relation to finance activities. In this role, the Business Analyst will collaborate with various internal and external groups to analyze and document business requirements, software features, platform capabilities, and processes. The analyst will perform detailed financial data analysis and collate requirements according to established standards, which includes creating user stories, defining acceptance criteria, and maintaining business context and processes. The analyst will also provide user support to the Business Acceleration Team, Fund Management, Investor Relations, Global Technology Teams, and other departments as needed. The responsibilities extend to receiving requirements for new functionalities from users, helping prioritize these with technical teams, and utilizing existing functionalities to support requests. The analyst will draft requirements for unmet needs, work with technical teams to prioritize and test new requirements, and coordinate user testing for new functionalities. Regular meetings with business user groups will be essential to understand pain points and provide recommendations for resolution. The role also involves providing training to power users for new enhancements and supporting efforts to streamline and standardize key business processes through automation or eliminating redundancies. The Business Analyst will keep projects on track and provide tactical solutions to ensure progress, as well as assist in onboarding and knowledge transfer for new hires in the team.

Responsibilities

• Collaborate with internal and external groups to analyze and document business requirements, software features, platform capabilities, and processes.
• Perform detailed financial data analysis.
• Collate and document requirements according to internally established standards.
• Create user stories and define acceptance criteria and assumptions.
• Review test plans and test cases.
• Document and maintain business context and processes.
• Provide user support to Business Acceleration Team, Fund Management, Investor Relations, Global Technology Teams, and other departments as needed.
• Receive requirements for new functionality from users and help the business prioritize these with the technical teams.
• Utilize existing functionality to support requests where possible.
• Draft requirements for needs that are not met in the current systems.
• Work with technical teams to prioritize, plan, develop, and test the implementation of new requirements.
• Coordinate and participate in the user testing for new functionality.
• Support workflow/processes to review discrepancies.
• Respond to user questions and provide solutions for immediate issues.
• Meet regularly with business user groups to understand pain points and provide recommendations to resolve these.
• Work with the Tier II technical support team to provide business context for production support issues.
• Provide training to power users for new enhancements and new use cases.
• Understand key business processes and support efforts to streamline and standardize these processes by introducing automation or eliminating redundancies.
• Keep projects on track and provide tactical solutions when necessary to make progress.
• On-board and knowledge transfer for any new hires in the team.

Requirements

• Bachelor's Degree required.
• Concentration in Accounting, Finance, Information Technology and/or relevant business domains field strongly preferred.
• Minimum 6 years of Business Analyst or other relevant experience required.
• Financial services industry experience, with working knowledge of data sets like Pricing, PnL, Reference Data, required.
• 4+ years of experience preferred in Software Development, Systems Implementations, strongly preferred.
• Experience working in Agile/Scrum framework, preferred.
• Excellent oral and written communication skills to implement best practices and design principles, required.
• Willingness to take on new responsibilities as the environment evolves and new skills are needed, required.
• Self-starter who takes initiative to accomplish tasks independently or with minimal guidance from supervisor.
• Experience working with loan systems (e.g. WSO, Sentry) and accounting systems (e.g. Geneva, VPM), strongly preferred.
• Experience in driving data strategies for Data warehousing, Valuations, Performance, Allocation, Attribution and Internal/Investor Reporting using Accounting, Security and Reference data for Credit business, strongly preferred.
• Experience with Database solutions (e.g. SSMS, Snowflake), Enterprise Data Management system (e.g. Markit), strongly preferred.
• Experience with workflow automation platforms (Unqork) or any other low-code/no-code technology, preferred.
• Experience in building wireframes using tools like MS Access, Balsamiq etc., preferred.
• Experience with Reporting/Dashboarding solutions (e.g. Microsoft Power BI, Tableau), preferred.
• Experience with Project Management (CI/CD) tools (e.g. JIRA, Azure DevOps), preferred.
• Experience in writing business requirements or user stories, required.
• Experience in documenting business processes, required.

Nice-to-haves

• Project Management or Scrum Master experience, a plus.
• Experience in Software testing, a plus.
• Experience training users, a plus.
• Experience providing user support, a plus.
• Ability to grasp data concepts and understand complex data models, a plus.
• Strong analytical skills.

Benefits

• Comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits, and various wellness programs.
• Eligibility to participate in an annual discretionary incentive program based on individual and organizational performance.