Key Responsibilities

1. Data Pipeline Management & Database Operations

  • Stage, validate, and process data exports from multiple external data providers.
  • Manage data processing for approximately 117 entities and ensure accurate loading of processed data into databases.
  • Perform data quality checks, identify discrepancies, and coordinate resolution of data issues.
  • Manage data staging and loading activities for Asset Review (AR) and Private Fund (PF) entities.
  • Track progress against data onboarding targets and quarterly delivery milestones.

2. Credit Data Loading & Processing

  • Execute credit data loads for Private Fund (PF) deals.
  • Validate input data and ensure successful processing of credit-related information.
  • Investigate loading failures, data mismatches, and processing exceptions.
  • Coordinate with technology teams to troubleshoot issues and maintain data integrity.

3. Credit Quality Assessments & Questionnaire Management

  • Coordinate the collection of credit quality assessment responses from deal team representatives.
  • Track response status, follow up on outstanding inputs, and ensure timely completion.
  • Manage qualitative questionnaire inputs for portfolio assessment and credit risk evaluation.
  • Maintain accurate records and coordinate with relevant stakeholders to resolve missing or incomplete information.

4. Credit Risk Reporting

  • Prepare and deliver bottom-up Quarterly Portfolio Review (QPR) reporting.
  • Consolidate and validate portfolio-level data to support credit risk analysis and reporting.
  • Track reporting activities, deliverables, and dependencies using project management tools.
  • Ensure reporting timelines, data completeness, and quality standards are consistently met.

5. Project Initiatives & User Acceptance Testing

  • Lead and coordinate credit quality assessment and risk model data-loader initiatives.
  • Work with technology teams on requirements gathering, implementation, testing, and issue resolution.
  • Plan and execute User Acceptance Testing (UAT), document test scenarios, validate results, and track defects through closure.
  • Support automation and process improvement initiatives related to data ingestion and credit risk reporting.
  • Monitor project milestones, dependencies, and implementation progress.

6. Stakeholder Coordination

  • Collaborate with deal execution, investment data, portfolio management, and technology teams to obtain inputs, validate information, and resolve operational issues.
  • Coordinate with internal stakeholders to ensure smooth execution of data-loading and reporting processes.
  • Communicate project status, dependencies, risks, and delivery timelines to relevant stakeholders.

7. Planning, Documentation & Delivery Management

  • Monitor quarterly deliverables, including provider data staging for more than 100 Asset Review and Private Fund entities.
  • Identify risks to delivery timelines and proactively escalate resource constraints, data dependencies, and technical issues.
  • Maintain process documentation, project trackers, status updates, and handover materials.
  • Ensure continuity of operations through effective knowledge transfer and documentation of standard operating procedures.

Required Skills & Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, Information Systems, Data Analytics, or a related field.
  • Experience in credit data operations, investment data management, portfolio reporting, or financial data processing.
  • Understanding of private credit, alternative investments, and credit risk data workflows.
  • Experience with data exports, staging processes, database loading, and data validation.
  • Familiarity with credit risk assessment platforms, financial data systems, and risk modelling tools.
  • Experience in quarterly portfolio reporting, qualitative questionnaires, and stakeholder follow-ups.
  • Working knowledge of UAT, defect tracking, and coordination with technology teams.
  • Proficiency in Microsoft Excel and project tracking tools such as Asana or equivalent applications.
  • Strong analytical, organizational, communication, and problem-solving skills.

Required Skills

Credit risk Python SQL