Business AnalystPrivate CreditAI

Job Description:

We are seeking a talented and motivated Business Analyst & AI Implementation Specialist to join our growing team. This is a unique role that blends deep private markets domain expertise with a forward-looking orientation toward AI-enabled process transformation.

The initial engagement for this role centers on a high-priority initiative: mapping the end-to-end deal flow process for a private lending client and designing a suite of AI-powered tools to enhance each phase of that workflow. From origination and screening through underwriting committee approval and closing you will document the current state identify high-value automation and augmentation opportunities build prototypes and help drive implementation.

This role is designed for someone who is already excellent at business analysis and process design in the private markets context and who is either actively developing AI and prompt engineering skills or eager to do so with our support. Over time this position is expected to grow into a full AI Implementation lead role - one of the most valuable professional profiles in financial services today.

What Youll Do

Deal Flow Process Mapping & AI Design

• Conduct structured discovery sessions with client stakeholders across origination underwriting credit and operations to document the current deal flow process end-to-end
• Identify friction points manual workflows redundant steps and decision nodes that are high-value targets for AI augmentation
• Develop detailed process maps workflow documentation and gap analyses that serve as the foundation for AI tool design
• Design and prototype AI-assisted tools for each phase of the deal lifecycle - from deal screening and data extraction to credit memo drafting and pipeline reporting
• Collaborate with clients to test iterate and refine prototypes managing feedback loops across operational and senior stakeholder groups
• Deliver a phased roadmap for implementation with measurable milestones and a clear picture of the improved process state by year-end

AI Implementation & Prompt Engineering

• Develop and refine prompts for tools including BlueFlame AI ChatGPT Claude and other platforms to support deal flow research and reporting workflows
• Build Blueprints custom GPTs and workflow automations tailored to client operating environments
• Stay current on AI tool capabilities and continuously identify new ways to create client value through emerging features and platforms
• Contribute to internal knowledge base and methodology around AI implementation in private markets

Client Engagement & Advisory

• Lead and facilitate ideation sessions working sessions and presentations with client teams including senior leadership and Partners at PE and private credit firms
• Translate complex technical AI concepts into clear compelling narratives for business audiences - speaking the language of private markets not technology
• Build trusted advisor relationships with clients by demonstrating deep fluency in both their domain and the AI tools being deployed
• Prepare high-quality deliverables including process documentation implementation roadmaps training materials and executive presentations

What Were Looking For

Experience & Background

• 10 years of experience in a business analysis operations consulting or strategy role within private equity private credit direct lending or an adjacent financial services sector
• Hands-on familiarity with the private lending deal lifecycle - from origination and pipeline management through credit underwriting approval workflows and closing processes
• Prior experience leading process mapping requirements gathering or workflow design engagements ideally in a consulting or advisory capacity
• Exposure to deal management platforms such as DealCloud Allvue or similar systems is a plus
• Experience with AI tools and prompt engineering or a demonstrated eagerness to develop these skills rapidly with the support of our team

Skills & Competencies

• Exceptional written and verbal communication skills - you can write a crisp executive summary lead a working session with partners and MDs and synthesize complex information into clear takeaways
• Strong process thinking: you naturally see workflows in structured terms ask the right discovery questions and know how to translate observations into actionable recommendations
• Intellectual curiosity and a growth mindset - this role is partly about becoming something new and we need someone who leans into that
• Comfort with ambiguity and early-stage work: prototype thinking iterative development and client co-creation are central to how we operate
• Collaborative instincts balanced with the confidence to hold a room and drive a meeting to outcomes
• High attention to detail in both analytical work and written deliverables

Personal Attributes

• Passion for the intersection of AI and financial services - you see this as a defining professional opportunity not just a job requirement
• A practitioners mindset: you want to build things not just advise on them
• Professionalism and presence appropriate for engagement with senior executives at leading private equity firms
• Self-directed and accountable with the ability to manage multiple workstreams and client relationships without close supervision

PRIVATE CREDIT BUSINESS ANALYST JOB DESCRIPTION:

The IT Business Analyst Private Credit is responsible for supporting technology and business initiatives aligned with private credit investment lending and portfolio management operations. This role partners with front office credit risk operations and technology teams to gather requirements analyze data flows and deliver scalable solutions that enhance deal lifecycle management loan servicing reporting and regulatory compliance. The ideal candidate brings strong experience in private credit platforms data integration and financial systems with the ability to translate complex business needs into functional and technical specifications across investment and credit workflows.

Key Responsibilities:

• Collaborate with private credit stakeholders including portfolio managers credit analysts and operations teams to gather and document business and system requirements.
• Support end-to-end private credit project initiatives including deal onboarding loan lifecycle management covenant tracking and portfolio reporting.
• Analyze and document current and future-state workflows related to private debt direct lending and structured credit products.
• Create detailed business requirement documents (BRDs) functional specifications process flows and user stories.
• Partner with technology teams to implement enhancements across credit platforms data warehouses and reporting systems.
• Support system integrations between loan management systems accounting platforms and downstream reporting tools.
• Perform data analysis data mapping and reconciliation for private credit portfolios and investment data.
• Facilitate UAT planning test case development defect tracking and stakeholder sign-offs.
• Assist with regulatory and investor reporting requirements including audit and compliance documentation.
• Work closely with project managers to track milestones risks dependencies and delivery timelines.
• Support change management production releases and post-implementation validation.
• Conduct gap analysis and recommend process improvements to enhance operational efficiency within private credit workflows.

Required Qualifications:

• Bachelors degree in Finance Information Systems Business or a related field.
• 5 years of experience as an IT Business Analyst within Asset Management Private Credit Private Equity or Capital Markets.
• Strong understanding of private credit lifecycle including deal origination underwriting loan servicing and portfolio monitoring.
• Experience supporting financial systems such as loan management platforms investment accounting systems or portfolio management tools.
• Proficiency in SQL Excel and data analysis tools for financial data validation and reporting.
• Experience with Agile and Waterfall project methodologies.
• Strong knowledge of data mapping API integrations and system interfaces.
• Excellent stakeholder communication and documentation skills.

Preferred Qualifications:

• Experience with platforms such as Allvue eFront Investran Geneva or similar private markets systems.
• Knowledge of credit risk analytics covenant tracking and performance reporting.
• Familiarity with data visualization tools (Power BI Tableau) and financial data warehouses.
• Experience working on cloud-based financial technology implementations (AWS Azure).
• Understanding of regulatory and compliance requirements related to private credit and alternative investments.

Key Skills:

• Private Credit Domain Knowledge
• Business Analysis & Requirements Gathering
• Data Mapping & Reconciliation
• Financial Systems Integration
• Stakeholder Management
• UAT Coordination & Testing
• Process Improvement & Documentation
• Agile/Scrum Methodologies
• SQL & Reporting Tools
• Strong Analytical and Problem-Solving Skills