Process Transformation - Lead Analyst

Role Overview:

The Process Transformation Lead will act as the end-to-end process owner (of complicated AI + Human (Human-In-The-Loop) workflows), driving strategic transformation initiatives to enhance operational efficiency, governance, scalability, and data integrity. This role is responsible for defining the transformation roadmap, managing the project portfolio, and ensuring successful

implementation of process and system improvements in close collaboration with Operations and Product teams.

The position requires strong cross-functional leadership, structured thinking, and

disciplined execution to ensure sustainable operational excellence.

Key Responsibilities:

Process Expertise & Ownership

• Act as the subject matter expert for end-to-end operational processes
• Maintain a comprehensive understanding of workflows, dependencies, risks, and control mechanisms
• Ensure processes are scalable, standardized, and aligned with governance frameworks
• Continuously evaluate process performance and identify improvement opportunities

Strategic Roadmap Definition

• Define and maintain a structured transformation roadmap aligned with organizational objectives
• Establish clear milestones, deliverables, and measurable success criteria
• Prioritize initiatives based on business impact, operational risk, and scalability

Project Portfolio Management

• Own and manage the transformation project portfolio to deliver against the defined roadmap
• Track progress, timelines, risks, and interdependencies across initiatives
• Ensure disciplined execution and accountability across stakeholders.

Cross-Functional Collaboration

• Work closely with Product Project Managers to drive system enhancements and feature improvements
• Partner with Operations Project Managers on process re-engineering and governance initiatives
• Ensure strong alignment between operational requirements and product capabilities
• Lead end-to-end rollout of enhancements and new features, including functional requirement, successful testing, training & adoption

Data Ownership & Impact Management

• Act as data owners for key performance metrics of the process
• Ensure data integrity and governance standards are maintained during process changes
• Assess and manage the impact of process or system changes on operational data
• Define monitoring controls to safeguard accuracy, compliance, and sustainability

Skills and Qualifications:

• Minimum: Bachelor’s degree in business, Engineering, Operations, Finance, or related field
• 5–8+ years of experience in driving process/ business transformation or project leadership roles
• Strong analytical and structured problem-solving skills with the ability to think deep
• Knowledge of AI tools/ solutions for delivering Business Transformation
• Experience managing cross-functional stakeholders
• Proven ability to manage multiple initiatives simultaneously
• Exhibits systematic problem-solving approach and attention to detail, coupled with a strong sense of ownership and drive
• Ability to work under pressure and meet deadlines.
• Exhibit flexibility and adaptability to work in ambiguous situations.
• Strong communication, facilitation, and stakeholder management skills
• Knowledge of Lean, Six Sigma, or structured process improvement methodologies (preferred)

Why Join Daloopa?

• Impact at scale: Your work directly supports some of the world’s most demanding investment teams.
• Culture of excellence: Be part of a team that values accuracy, speed, and raising the bar every day.
• Growth opportunities: Gain exposure to global capital markets while sharpening your financial and analytical skills.
• Dynamic workplace: A culture built on ownership, transparency, and collaboration, where every contribution matters.