Project Manager & Business Analyst (Investment Technology)
Location: Remote (monthly onsite preferred)
Duration: Through June 30, 2028
Overview
Our client is seeking a Project Manager and Business Analyst to support the Total Fund and Capital Markets Platform. This role provides critical support for project execution, investment technology, business analysis, resource planning, and stakeholder engagement. It is a versatile position designed for a professional who can navigate complex investment business processes while ensuring alignment across multiple workstreams and project plans.
Responsibilities
• Project Execution & Methodology: Apply Agile, Waterfall, or hybrid approaches to ensure successful execution.
• Business Analysis: Engage with subject matter experts to document complex investment business processes and conduct gap analysis to inform solution design.
• Planning & Monitoring: Proactively monitor project milestones, deliverables, risks, and dependencies while providing regular updates.
• Documentation: Prepare, manage, and update project documentation, including project charters and artifacts.
• Testing & Coordination: Coordinate and conduct testing using various tools while documenting investment systems and reporting workflows.
• Stakeholder Engagement: Lead effective engagement efforts and partner with business leads to drive organizational change.
• Resource Management: Regularly assess resource utilization, monitor burn rates, and adjust plans as needed to address capacity concerns.
• Reporting: Prepare and deliver concise progress updates and executive summaries using tools such as Tableau, Power BI, or Jira.
• Knowledge Transfer: Provide training to technology platform owners and end users to foster self-sufficiency.
Required Experience
• Project Management: 5+ years of experience supporting large-scale, complex projects using Agile, Waterfall, or hybrid methodologies.
• Investment/Fintech Background: Proven track record of successful execution within investment management or financial technology environments.
• System Implementation: 5+ years of experience working on business requirements and implementation of portfolio management, order management, execution/trading, treasury, or accounting systems.
• Data Integration: 5+ years of experience working on large portfolio management, order management, risk, or trading data integration projects.Cross-Functional Collaboration: 5+ years of experience collaborating with internal stakeholders, implementation partners, and external vendors.
• Tool Proficiency: 5+ years of experience preparing executive summaries and project health transparency using Tableau, Power BI, or Jira.
• Leadership: Demonstrated leadership and communication skills with experience influencing and aligning diverse audiences.
Nice to Have
• Professional Certifications: PMP, PRINCE2, PMI-ACP, or Change Management certifications (e.g., Prosci, CCMP).
• Investment Designations: CFA or CAIA designation.
• Specialized Systems: Experience with Aladdin, CRIMS, SimCorp, or MSCI Barra One.
• Domain Expertise: Expertise in asset allocation, investment risk, performance measurement, or treasury management.
• Public Sector: Experience working with government agencies or on public sector enterprise modernization initiatives.
• Education: Bachelor’s degree in business, IT, or a related field (Master’s preferred).
Apply now if this sounds aligned with where you want to take your career!
Apply Now
Apply Now
Duration: Through June 30, 2028
Overview
Our client is seeking a Project Manager and Business Analyst to support the Total Fund and Capital Markets Platform. This role provides critical support for project execution, investment technology, business analysis, resource planning, and stakeholder engagement. It is a versatile position designed for a professional who can navigate complex investment business processes while ensuring alignment across multiple workstreams and project plans.
Responsibilities
• Project Execution & Methodology: Apply Agile, Waterfall, or hybrid approaches to ensure successful execution.
• Business Analysis: Engage with subject matter experts to document complex investment business processes and conduct gap analysis to inform solution design.
• Planning & Monitoring: Proactively monitor project milestones, deliverables, risks, and dependencies while providing regular updates.
• Documentation: Prepare, manage, and update project documentation, including project charters and artifacts.
• Testing & Coordination: Coordinate and conduct testing using various tools while documenting investment systems and reporting workflows.
• Stakeholder Engagement: Lead effective engagement efforts and partner with business leads to drive organizational change.
• Resource Management: Regularly assess resource utilization, monitor burn rates, and adjust plans as needed to address capacity concerns.
• Reporting: Prepare and deliver concise progress updates and executive summaries using tools such as Tableau, Power BI, or Jira.
• Knowledge Transfer: Provide training to technology platform owners and end users to foster self-sufficiency.
Required Experience
• Project Management: 5+ years of experience supporting large-scale, complex projects using Agile, Waterfall, or hybrid methodologies.
• Investment/Fintech Background: Proven track record of successful execution within investment management or financial technology environments.
• System Implementation: 5+ years of experience working on business requirements and implementation of portfolio management, order management, execution/trading, treasury, or accounting systems.
• Data Integration: 5+ years of experience working on large portfolio management, order management, risk, or trading data integration projects.Cross-Functional Collaboration: 5+ years of experience collaborating with internal stakeholders, implementation partners, and external vendors.
• Tool Proficiency: 5+ years of experience preparing executive summaries and project health transparency using Tableau, Power BI, or Jira.
• Leadership: Demonstrated leadership and communication skills with experience influencing and aligning diverse audiences.
Nice to Have
• Professional Certifications: PMP, PRINCE2, PMI-ACP, or Change Management certifications (e.g., Prosci, CCMP).
• Investment Designations: CFA or CAIA designation.
• Specialized Systems: Experience with Aladdin, CRIMS, SimCorp, or MSCI Barra One.
• Domain Expertise: Expertise in asset allocation, investment risk, performance measurement, or treasury management.
• Public Sector: Experience working with government agencies or on public sector enterprise modernization initiatives.
• Education: Bachelor’s degree in business, IT, or a related field (Master’s preferred).
Apply now if this sounds aligned with where you want to take your career!
Apply Now
Apply Now