Hybrid Registered Funds Associate Project Manager – Operations

Posted last month

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About the role

  • Project Manager managing small to medium projects in fund operations at a financial services company. Role includes planning, documentation, and relationship management with various departments.

Responsibilities

  • Creates and manages project plans, weekly objectives, meetings and open items.
  • Coordinates project specific documentation: fund details, request lists, report matrices, calendars, daily flows, close out summaries, and requirements for special development, processes, or files.
  • Coordinating calls for multiple departments and outside contacts.
  • Provides Relationship Management support during project cycles.
  • Gathers and documents department statuses for the overall project plans.
  • Supports or coordinates special corporate or team projects as needed.
  • Contributes to the establishment and maintenance of procedures, project templates and documentation for the Project Team.

Requirements

  • 5 years’ experience with financial services, fund administration, or registered fund operations
  • Bachelor’s Degree or equivalent work experience
  • Understanding of mutual fund operations
  • Dynamic personality with strong project management, leadership, and interpersonal skills
  • Ideal candidate will have experience creating and managing project plans in a mutual fund operations environment
  • Strong problem solving, analytical, detail-oriented, multi-tasking and decision making skills
  • Intermediate computer skills (Advanced in Excel preferred)
  • Strong communication and written skills
  • Strong customer service skills
  • Must be willing to work on site in one of our offices at least 6 days/month.

Benefits

  • Hybrid Work Model & a Business Casual Dress Code, including jeans
  • 401k Matching Program
  • Professional Development Reimbursement
  • Flexible Personal/Vacation Time Off
  • Sick Leave
  • Paid Holidays
  • Medical, Dental, Vision
  • Employee Assistance Program
  • Parental Leave
  • Discounts on fitness clubs, travel and more!

Job title

Registered Funds Associate Project Manager – Operations

Job type

Experience level

JuniorMid level

Salary

$50,000 - $100,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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