Business Analyst/Project Manager

Marblegate Asset Management; Greenwich (CT); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A prominent investment firm based in Greenwich, Connecticut is seeking a Business Analyst / Project Manager. The role involves driving cross-functional corporate initiatives, managing projects, and supporting operational excellence. Candidates should have a Bachelor’s degree, 1–3 years of experience, and strong skills in project management and Excel. The firm offers medical and vision insurance alongside a 401(k) plan.

Qualifications

• 1–3 years of professional experience in business analysis, consulting, operations, or finance.
• Strong project management ability with experience in coordinating stakeholders.
• Familiarity with Business Intelligence tools preferred.

Responsibilities

• Drive planning and execution of cross-functional corporate initiatives.
• Develop and manage project plans; ensure timely outcomes.
• Translate technical and financial data into actionable insights.

Skills

Analytical mindset

Project management

Communication skills

Advanced Excel skills

Attention to detail

Education

Bachelor’s degree in Business, Finance, Economics, or related field

Tools

Power BI

Tableau

PowerPoint

Job description

Marblegate 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.

Overview

The 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.

Key Responsibilities

• 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.

Qualifications

• 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.

Benefits

• Medical insurance
• Vision insurance
• 401(k)