Process Analyst

About The Job

• This role will focus on understanding, documenting, and improving processes with NMC’s investment transaction lifecycle; including deal sourcing, due diligence, valuation, portfolio monitoring, and portfolio performance.
• Map and document end-to-end front office processes across deal sourcing, underwriting, portfolio monitoring, and investment decision-making to establish a clear baseline of current-state workflows, handoffs, and pain points.
• Conduct structured assessments of deal team to identify inefficiencies, manual bottlenecks, redundant steps, gaps in data flow or system utilization, and room for introduction of AI enabled workflows and tools.
• Develop and prioritize process improvement plans with clearly defined objectives, milestones, resource requirements, and expected business impact, partnering with front office stakeholders to drive adoption.
• Evaluate current technology utilization across front office systems (e.g., eFront, Snowflake, Power BI) and recommend configuration changes, automation opportunities, or workflow redesigns to increase efficiency and reduce operational risk.
• Serve as a change agent by championing process discipline, standard operating procedures, and best practices across the front office.
• Identify, define, and refine key investment metrics and analytical views that inform investment decisions and support positive business outcomes.
• Build and maintain Power BI dashboards that combine quantitative outputs and visual storytelling to support portfolio management and senior leadership.
• Configure eFront and assist users with troubleshooting and best practices.
• Contribute to the design and maintenance of AI‑ready datasets by optimizing and enhancing datasets for consumption by investment professionals.
• Clearly document analytical methodologies, assumptions, data standards, and repeatable processes.

• Bachelor’s and/or Master’s degree in Finance, Economics, Statistics, Data Science, Computer Science, Financial Engineering, or a related quantitative field, or an equivalent combination of education and experience.
• Two or more years of experience in quantitative, analytics, or investment focused business analyst role.
• Demonstrated experience analyzing and improving business processes within an investment management, asset management, or financial services front office environment.
• Track record of identifying operational inefficiencies and delivering measurable process improvements.
• Strong data‑driven decision‑making mindset with comfort working in ambiguous, unstructured problem spaces.
• Process‑oriented approach with the ability to design scalable, repeatable analytical solutions.
• Strong communication and influence skills, with the ability to present findings, recommendations, and improvement roadmaps to both technical and non-technical audiences, including senior leadership.
• Experience with change management principles and the ability to guide teams through process transitions with minimal disruption.
• Intellectual curiosity and willingness to challenge assumptions, methodologies, and existing analytical approaches.
• High attention to detail and a strong instinct to reconcile, validate, and pressure‑test data and results.
• Experience with Snowflake, Python, dbt, and PowerBI preferred.
• Proficiency in process mapping and documentation tools to create clear, shareable representations of current-state and future-state workflows.
• Ability to apply structured process improvement methodologies to diagnose root causes and design scalable solutions.
• Strong facilitation and stakeholder engagement skills to lead discovery sessions, gather requirements, and drive alignment across investment professionals, operations, and technology teams.
• Ability to build…