Charles River
Financial Services
PrivateMarketDataManagementServices,AVP
“Private Market Data Management Services, AVP at Charles River. Skills: Private credit, Loan processing, Data management. Conduct requirements gathering sessions. Work across private markets asset classes”
Industry & Context.
Analytical; Problem-solving
30% travel required
What They're Looking For.
Must Have
Loan processing experience is a must
Nice to Have
Loan amortization schedules highly preferred, CAIA or CFA designation highly preferred, Degree in finance or business preferred, Experience with Business Intelligence dashboards a bonus, Experience creating knowledge transfer materials a bonus
What You'll Do.
Conduct requirements gathering sessions
Work across private markets asset classes
Document process workflow
Document data capture requirements
Document data validation requirements
Support defining deployment options
Outline key advantages/disadvantages
Provide client-facing leadership
Report on operational metrics
Solution onboarding of outsourced investments
Design onboarding process
Design data extraction process
Give oversight as SME
Review and provide guidance
Provide training to internal teams
Define loan processing SOPs
Refine loan processing SOPs
Run training sessions
Support hyper care phases
Provide oversight as SME
How You'll Work.
Team & Collaboration
Professional Services lead; Internal teams; Customer success
Communication Scope
Client-facing leadership
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