Wall Street Personnel

Sr Project Manager

The Asset Management Senior Project Manager is responsible for the overall coordination of certain investment initiatives including ownership of project artifacts (e.g. project plan, RAID Log, Project Charter, Timeline, Budget, communication plan, JIRA Cards etc.), quality of effort, monitoring scope, resource assignment and escalation of issues. The incumbent manages and leads the work stream project team(s) and other project management resources effectively and efficiently, influencing and driving to meet timelines and objectives, while ensuring business requirements are met.


• Coordinates and controls the overall implementation of the projectsand/or coordination of cross functional business priorities and BAUproduction support prioritization/execution by performing the following:

o Structures each initiative by defining specific objectives, key results and deliverables at the outset of the engagement in collaboration with management and business stakeholders

o Develops and defines project plans and prioritization queue management

o Works with front office, legal, investment accounting, risk, treasury, IT and operations teams to understand key diligence items for each area and plans related solutions

o Oversight and coordination of all stream leads; monitors stream interdependencies and removes obstacles

o Coordinates and assigns project, business, accounting and ITresources to specific project tasks

o Facilitates project meetings, elicits requirements and group collaboration, sets agendas and provides project status reports as outlined within the communication plan.  

o Resolves bottlenecks, issues, resource conflicts and escalates to senior management as necessary

o Reports overall project status to all levels within the organization

o Chairs weekly status meeting on project progress and outstanding issues 

o Controls the scope of the project 

o Monitors the budget, milestones and dependencies

o Maintains the project paper trail and establishment of project deliverables


• Bachelor’s degree in Accounting, Finance, Economics or related field of study, plus five (5) years of progressively responsible relevant work experience at an investment bank, investment manager, large insurance company or elsewhere in the investment/financial services industry; or equivalent combination of education and/or experience.

• Experience in managing complex investment projects, with an understanding of key legal/accounting/operational matters required.

• Proven track record of working with and delivering for front office investment stakeholders is required

• Deep knowledge of asset management operational, systems and other related regulations, best practices and procedures.

• Ability to communicate effectively with front office investment professionals and translate/interpret business requirements into actionable tasks

• Strong customer service orientation.

• Effective verbal and written communication skills.

• Ability to work cooperatively and successfully with employees, customers, and other outside third parties.

• Strong organizational and planning skills.

• Strong systems aptitude

• Knowledge and experience facilitating projects and BAU activities in an Agile framework

• Proficient in the use of Microsoft Office Suite

• Ability to write reports, business correspondence, and procedure manuals

PMP / PMI certifications

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