The Head of Business Applications will own the selection, integration, and ongoing management of a growing suite of technology solutions that support this growing Private Equity shop. This leader will drive the firm’s digital transformation efforts, evaluate and optimize workflows, and ensure that applications across front, middle, and back office function seamlessly. The ideal candidate brings hands-on technical integration experience and a background in private credit or financial technology consulting.
Key Responsibilities
- Partner with stakeholders to define the technology roadmap, gather requirements across the organization, and drive digital transformation initiatives.
- Lead workflow mapping, process optimization, and design of future-state systems with a focus on automation, integration, and operational efficiency.
- Oversee end-to-end implementation of core platforms—including CRM, data, and reporting systems—managing internal stakeholders, external vendors, and project timelines.
- Evaluate build-vs-buy options, develop business cases and budgets, and negotiate vendor contracts to optimize performance and cost.
- Define and manage firmwide data strategy, including integration points, data governance, data quality, reporting needs, and selection of data warehouse/BI tools.
- Implement and oversee AI/ML and automation initiatives, including Microsoft AI tools (Copilot, Azure Studio) etc.
- Manage application security, compliance, license inventories, and vendor support models while providing application support.
- Monitor emerging technologies, run proof-of-concepts, and recommend enhancements that improve scalability, user experience, and operational resilience.
Education & Experience
- Degree in Technology, Business, Finance, or related field.
- 7+ years supporting financial services, ideally in private equity or alternatives.
- 3+ years managing a technology team.
- Experience implementing & integrating CRM, data warehouses, reporting platforms, and other core systems.
- Knowledge of data warehouse technologies (Snowflake, Databricks, Redshift, Azure Data) and SQL.
- Familiarity with data visualization tools such as PowerBI or Tableau is a plus.
