Duties And Responsibilities:
- Execution of day-to-day project management activities on key initiatives.
- Establishing project governance according to project methodologies.
- Managing project dimensions of resources, budgets, timelines, scope, and quality.
- Building and maintaining detailed project plans according to standards.
- Clearing obstacles, following up on tasks, holding project team members accountable, and escalating issues, as required.
- Managing risks/issues/impediments lists and proactively resolve issues.
- Oversight of schedules, milestones, and deliverables.
- Establishing stand-up, routine meeting, and Steering Committee cadences.
- Driving broad stakeholder engagement and communications.
- Assistance with oversight of 3rd party suppliers that are engaged on projects.
- Consultation with other team members regarding project management standards and activities.
- Driving business process analysis and requirements gathering with business unit subject-matter-experts and product owners
- Translating requirements into actionable development/enhancement/user story increments
Job Requirements:
- 5+ years’ experience as a project manager, supporting both application development and infrastructure initiatives.
- Strong project management experience implementing and supporting financial systems, investment operations platforms, or portfolio accounting systems
- Experience leading system implementations, platform integrations, and operational process improvement initiatives within investment management environments
- Experience with data integration, reconciliation, workflow automation, enterprise data workflows, reporting/data warehouse solutions, and API-enabled platforms
- Familiarity with alternative investments, portfolio accounting, investment reporting, and/or financial data management processes
- Experience working within wealth management, asset management, family office, fintech, or related financial services environments Thorough understanding of, and experience implementing, various project management methodologies, including iterative development, Agile/Scrum, and structured approaches.
- A strong knowledge and demonstrated skilled use of various project, workspace, and collaboration tools: MS Project, Jira, Confluence, GitHub, Agile Studio, Asana, SharePoint/OneDrive, Box.com
- Experience establishing, documenting and maintaining process information.
- Excellent communication skills, both written and verbal, including the ability to create and deliver technical presentations to technical and non-technical staff, and communicating with executive and operational management.
- Gain a good understanding of the organization’s business goals and objectives.
Preferred:
- Experience in financial services, wealth management and regulated environments
- Experience with Addepar, Canoe Intelligence, or similar investment data, reporting, portfolio management, or operational workflow platforms
- Familiarity with alternative investment operations, document management, and data ingestion workflows
Certifications:
One or more of the following certifications are preferred:
- Project Management Professional (PMP)
- Prince II
- Agile Certified Practitioner (ACP)
- Certified Scrum Professional (CSP), Certified Scrum Master (CSM)
Education:
- Bachelor's Degree in Computer Science, Engineering, Information Technology/Systems or similar field
- Master’s degree preferred
Personal Attributes:
- Highly self-motivated and self-directed.
- Strong customer- and client-service orientation.
- Proven analytical and problem-solving abilities.
- Flexibility to reprioritize and execute tasks in a changing environment.
- Adept at reading, writing, and interpreting technical documentation and procedures.
- Ability to present ideas and solutions in a collegial and collaborative way.
- Keen attention to detail.
- Skilled at working within a team-oriented, collaborative environment.
- Drives stakeholders to consensus.
Pay: $90,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
Work Location: Hybrid remote in South Riding, VA 20152
