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SR Project Manager with Investment experience

1 month ago


Boston, United States eRichards Consulting Full time

Our excellent client is seeking a SR Investment Project Manager for a one-year plus W2 HYBRID contract in Boston or Springfield, MA.

The Investment Project Manager will report to the Investment Program Management Lead and be responsible for the planning, day-to-day execution, management, implementation and reporting of medium to large projects.

The project manager must have a general background or experience with the investments domain and must be able to understand the needs of the stakeholders across the front, middle and back office to ensure that solutions are aligned to the business needs. This individual will be driving projects through the project life cycle and working with other project managers to help define and reinforce investment management project standards.

  • Responsible for developing and maintaining project plan, Agile JIRA board, and project communication tools; adept in both waterfall and agile management methodologies.
  • Ability to lead the Agile team through Scrum ceremonies and related activities to plan, capture, and meet sprint deliverables; maintain the JIRA board; and provide appropriate reporting metrics and status.
  • Prior experience with Capital Markets projects involving stakeholders from operations, technology, finance, risk etc.
  • Experience with business process improvement projects involving multiple functional areas (Nice to have)
  • Responsible for managing a large project team of business analysts, business SMEs, and vendor partners to ensure they stay on track and meet agreed upon deliverables with direction as agreed to by key stakeholders.
  • Identify/manage risks and issues and collaboratively develop mitigation plans and escalate as appropriate with the team, management, and interfacing teams.
  • Accountable for meeting all business requirements from development through implementation.
  • Partner with PMO organizations to ensure best practices and planning for implementation.
  • Communicate and work with various business and technical SMEs
  • Facilitate lessons learned and retain information in a central location for future use.

Skills:

  • Demonstrated ability to partner with investment/business personnel to advance project.
  • Demonstrated ability to collaborate with and drive business and systems subject matter experts, based on both investment and technology domain knowledge.
  • Demonstrated ability to understand how tasks and milestones collaborate and connect across related functionality as well as projects.
  • Proficient experience with Project Management tools including but not limited to: Atlassian Jira, Zephyr for Jira, Smartsheets as well as MS Office Suite (Project, Teams, Excel, PowerPoint and Word).
  • PMP is desired but not required.
  • Projects are large in scope, typically cross-functional and technically difficult, often involving combinations of platforms and computing environments and technologies.
  • At least 10+ years of professional experience working at the intersection of investment management with a focus on front, middle and back-office operations required.
  • Experience leading and managing large, complex agile transformations, with expertise around specific issues that arise with agile in functions including Investment Operations and Portfolio Risk Analytics and beyond (e.g., IT, Finance, Risk, Legal) and / or scaling agile across the broader enterprise.
  • Bachelor's degree in business administration or related fields is required.