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
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