Business Analyst/Project Manager
Listed on 2026-01-12
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Business
Business Systems/ Tech Analyst, Business Analyst, Business Management, Business Continuity
Marble gate Asset Management, based in Greenwich, Connecticut, is a $3bn+ alternative investment firm that invests in credit opportunities and special situations across a range of industries on behalf of institutional and high net worth clients. For more than fifteen years, we have embraced collaboration in the pursuit of extraordinary results. With a proven track record of transforming businesses and delivering favorable risk‑adjusted returns, we apply original thinking and rigor to opportunities across asset classes and industries.
OverviewThe Business Analyst / Project Manager supports execution and operational excellence across the firm’s investment management platform. This individual will play a hands‑on role in advancing strategic and operational initiatives — managing projects, coordinating vendor assessments and implementations, supporting corporate development analysis, and producing high‑quality materials for management discussion.
The ideal candidate is a proactive, analytically minded self‑starter who thrives in a fast‑paced, entrepreneurial environment and is passionate about learning how to operate and scale an investment management business. This person relentlessly drives execution of corporate initiatives — ensuring that plans are translated into action, milestones are achieved, and outcomes are measured — while using data and critical thinking to make practical recommendations.
This position is ideal for a high‑potential, early‑career professional who aspires to grow into a future operating leader. The successful candidate will combine strong project management, analytical, and communication skills with intellectual curiosity, accountability, and a commitment to continuous improvement.
- Project Management & Delivery
- Drive planning and execution of cross‑functional corporate initiatives from concept through implementation.
- Develop and manage project plans; coordinate stakeholders, track deliverables, anticipate roadblocks, and ensure timely, measurable outcomes.
- Maintain project documentation, dashboards, and reporting for leadership visibility and accountability.
- Support vendor evaluations, RFPs, and due diligence processes across key firm functions.
- Assist with technology and operational rollouts, coordinating testing, training, and communication.
- Support ongoing vendor management, performance monitoring, and issue escalation.
- Presentation Development
- Develop professional‑quality PowerPoint presentations, reporting packs, and visual analyses.
- Translate technical and financial data into clear, actionable insights.
- Cross‑Functional Collaboration
- Partner with teams across Legal & Compliance, Operations & Accounting, Technology, HR, Marketing & Investor Relations, and Administration to advance firm priorities.
- Coordinate and contribute to multi‑department projects that improve operational efficiency, compliance, and scalability.
- Relentlessly track progress on key initiatives and ensure follow‑through on action items.
- Identify opportunities to streamline processes, automate reporting, and improve execution discipline.
- Support a culture of accountability and operational excellence.
- Bachelor’s degree in Business, Finance, Economics, or a related field.
- 1–3 years of professional experience, including internships in business analysis, consulting, operations, or finance.
- Advanced Excel skills (pivot tables, lookups, formulas, charts) and strong PowerPoint proficiency.
- Demonstrated project management ability — experience building and maintaining project plans, meeting deadlines, and coordinating stakeholders.
- Strong analytical mindset and attention to detail; comfort building basic financial models.
- Excellent written and verbal communication skills; able to prepare concise, professional materials for senior audiences.
- Highly organized, self‑directed, and comfortable managing multiple priorities in a fast‑paced environment.
- Familiarity with Business Intelligence tools (Power BI, Tableau) preferred.
- Interest in the investment management industry and the operations behind a financial platform.
- Medical insurance
- Vision insurance
- 401(k)
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