What are the responsibilities and job description for the Senior Associate, Deal Operations / CRM Platform Management position at Bayview Asset Management?

Job Description

Overview

OVERVIEW Bayview Asset Management is seeking a driven and detail-oriented professional to join our Finance team as a Sr. Associate – Deal Operations – Deal Pipeline Management. The Sr. Associate will play a key role in managing the deal pipeline for multiple funds, serving as the Platform Manager for our CRM system (DealCloud), and driving the strategic vision for the DealCloud Deal Management Platform. The role focuses on enhancing and streamlining operational processes to improve efficiency and accuracy while maintaining consistency across reporting, reconciliation, and system updates. The individual will collaborate closely with colleagues across Sales, Trading, Portfolio Management, Transaction Management, and Finance teams.The candidate must have strong organizational, interpersonal, quantitative, and analytical skills and must be able to meet deadline requirements. RESPONSIBILITIES The following job functions are not all-inclusive. The employee will be required to perform other job-related tasks / responsibilities as requested. Job duties may change as required by the needs of the company.

Serve as the Platform Manager for the CRM and pipeline management tool (DealCloud), ensuring optimal functionality, user access, and system enhancements.
Project manage changes or enhancements to the platform, coordinating with IT, vendors, and stakeholders to implement improvements.
Drive the end-to-end project lifecycle, including requirements gathering, planning, execution, testing, and deployment.
Support the deal pipeline management tool across multiple investment business units.
Review transaction documents and investment committee materials to ensure key metrics are captured and quality-control final records.
Prepare and distribute various reports and develop metrics on predefined key performance indicators.
Perform data checks and maintain dashboards and reporting, ensuring data accuracy and consistency across all platforms.
Enforce data quality standards and policies, ensuring teams adhere to data governance practices and keep their data up to date in the platform.
Build and maintain process / workflow documentation for the platform and related operational processes.
Monitor daily operational functions for various business units, providing support and assistance as needed.
Assist with special projects and ad-hoc requests across departments to meet organizational goals.
Support firm-wide data governance initiatives to ensure data accuracy, consistency, and integrity across all systems.
Provide training and support to platform users, monitoring usage and performance.

SKILLS / KNOWLEDGE / ABILITIES

Strong organizational, interpersonal, quantitative, and analytical skills with meticulous attention to detail.

Ability to manage multiple tasks and deadlines in a fast-paced environment.

Strong relationship management skills with the ability to interact effectively with professionals across the organization and external vendors.

Proficient understanding of the investment lifecycle across complex credit and private equity; operational experience strongly preferred.

Advanced proficiency in MS Office applications, including Power BI, Excel (pivot tables, macros), Word, and Outlook; experience with Tableau and Alteryx is a plus.

Experience with deal management and / or CRM systems, particularly DealCloud, or other relational databases.

Strong project management skills with experience managing platform enhancements and system changes.

Experience in data visualization and dashboard creation using tools such as Excel or Power BI.

Self-motivated and proactive team player who takes ownership and accountability of assigned tasks.

Effective written and oral communication skills with the ability to collaborate across teams and departments.

Technical skills in process automation or systems improvements are a plus.

Familiarity with data governance practices and a commitment to ensuring data accuracy across platforms.

Ability to build and maintain process / workflow documentation, ensuring clarity and consistency across the team.

Experience enforcing data quality standards with the ability to motivate teams to maintain data integrity.

LOCATION AND COMPENSATION

This is a hybrid role (3 days onsite) and will be based in either Bayview’s New York, NY or Coral Gables, FL offices.

Base compensation is expected to be $100,000-140,000 with the opportunity for incentive compensation including bonus compensation.

EDUCATION AND EXPERIENCE

Bachelor's degree required, preferably in finance, accounting, business administration, or a related field; experience in hedge fund, private equity, or hybrid asset management strongly preferred.

5 to 7 years of relevant operational and technical experience in investment operations, platform management, or a related field.

Experience with CRM systems (DealCloud) or other relational databases.

Experience in project management, particularly in implementing system enhancements and process improvements.

CERTIFICATIONS, LICENSES, AND / OR REGISTRATION

N / A

PHYSICAL DEMANDS AND WORK ENVIRONMENT The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to sit and use hands to handle, touch or feel objects, tools, or controls. The employee frequently is required to talk and hear. The noise level in the work environment is usually moderate. The employee is occasionally required to stand; walk; reach with hands and arms. The employee is rarely required to stoop, kneel, crouch, or crawl. The employee must regularly lift and / or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus. EEOC Bayview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.

Salary : $100,000 - $140,000

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