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: Bachelors 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 worlds 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.