Fund Launch Process Architect

PTR Global; Boston (MA); Hybrid; USD 90,000 - 120,000; Full time

Job summary

PTR Global is seeking a Business Analyst – Process Design & Documentation to support Project CLASS, a rated note fund launch within a leading investment management organization. The analyst will map processes, document procedures, capture requirements, and maintain project deliverables while collaborating with operations, finance, data, and technology across multiple workstreams.

The role emphasizes creating swimlane/process flows, maintaining operating procedures, and ensuring consistent

Qualifications

• 5+ years of Business Analyst experience in asset management, insurance investment, banking, or consulting to these industries.
• Strong experience with business process mapping and documentation.
• Experience creating swimlane and cross-functional process flows that were implemented in production.
• Proven experience writing operating procedures, desk procedures, or playbooks used by business/operations teams.
• Strong requirements elicitation and stakeholder interview skills.
• Proficiency with Visio, Lucidchart, or equivalent process mapping tools.
• Strong working knowledge of Microsoft Word, Excel, and PowerPoint.
• Ability to manage multiple workstreams while meeting fixed deadlines.
• Strong written and verbal communication skills.

Responsibilities

• Map end-to-end business processes, including handoffs between internal teams and third-party fund administrators.
• Create swimlane and cross-functional process flows, capturing controls, handoffs, exceptions, ownership, and system touchpoints.
• Develop and maintain operating procedures, desk procedures, and playbooks.
• Ensure documentation is consistent in structure, terminology, and templates across multiple workstreams.
• Maintain version control and operational deliverable tracking.
• Capture requirements, decisions, open questions, and action items from working sessions.
• Support RACI and service-level definition development.
• Prepare materials for working groups and program reviews.
• Facilitate and document workshops with operations, finance, data, and technology stakeholders.
• Track open items and identify risks impacting operational readiness and launch timelines.
• Help document data requirements and lineage for reporting, compliance, waterfall testing, and rating agency activities.

Skills

Business Analysis

Process Mapping

Process Documentation

Asset Management

Investment Operations

Requirements Elicitation

Visio

Lucidchart

Word

Excel

PowerPoint

Stakeholder Management

Fund Administration

AI Tools

Tools

Jira

Confluence

Smartsheet

Job description

PTR Global is seeking a Business Analyst – Process Design & Documentation to support Project CLASS, a rated note fund launch within a leading investment management organization. The analyst will map processes, document procedures, capture requirements, and maintain project deliverables while collaborating with operations, finance, data, and technology across multiple workstreams.

The role emphasizes creating swimlane/process flows, maintaining operating procedures, and ensuring consistent