Project Manager /Business analyst

Investment Management Technology Project Manager

3-4 days on-site in Midtown

The Project Manager will be responsible for the end-to-end delivery, governance, and reporting of multiple projects in the Investment Management Private Alternative Investments Technology organization.

This key resource will interact with Private Alternative Investments business partners and cross-functional teams to ensure project objectives are achieved on time and within budget. Prior experience leading business and technology transformation in global financial institutions required.

Expertise in Investment Management and/or Alternative Investments (client types, products, lifecycle, processes, systems) is preferred.

Excellent communication and presentation skills are required to influence a wide range of audiences.

Essential Functions:1.Project Management Expertise:

a.Proven track record of successfully managing large, complex projects with cross-functional teams and tight deadlines.

b.Manage the project plans, identify, track, and address dependencies, resolved constraints and resource conflicts, assess impacts to plan, obtain estimates to complete forecast use of funds, ensure adherence to SDLC, report progress against plan.

2.Client Engagement: Strong experience in working with client-facing roles, handling multiple stakeholders, and ensuring client satisfaction.

3.Industry Experience: Experience leading business and technology transformation in global financial institutions, especially with a focus on Investment Management and/or Alternative Investments is preferred.

4.Change Management: Proven ability to lead and manage organizational change, experience in identifying and implementing process improvements as part of change initiatives.

5.Expertise with key project artifacts such as RACI governance model, identifying stakeholder accountability across projects and workstreams.

6.Expertise in establishing, maintaining, and reporting business outcome, leveraging OKRs and KPIs.

7.Develop and execute project communications plan, facilitate team meetings, participate in key meetings that directly or indirectly impact the project, keep project stakeholders informed, prepare for and conduct executive steering committee meetings.

8.Gather content from respective project team members to complete interim and final deliverables. Present deliverables required at respective tollgates throughout the project live cycle. Obtain sign-off and approvals to proceed for stakeholders. Maintain project team repository of deliverables, reference materials and documentation. Prepare change requests as agreed to by project team and obtain signatures from project owner and sponsor.

9.Escalate issues to executive steering committee members while proactively establishing suite of solution options with storytelling around preferred solution option, facilitate decision making, document decisions and communicate direction to project team accordingly.

10.Prepare weekly status reports, track open issues, update risks (probability, severity, and impact) and mitigation plans. Participate in PMO meetings with other Project Managers to identify potential dependencies or constraints.

11.Utilize Microsoft Excel, PowerPoint, Project skills to provide effective reporting and documentation including dashboards and scorecards

Competencies:
1.Demonstrated success establishing complex solution options, communicating preferred solutions through storytelling, influencing, and negotiation with team members, stakeholders and senior management and leveraging qualitative and quantitative data points, and driving successful end to end solution delivery.
2.Strong project management skills with experience in organizing, planning, and executing large-scale business and technology transformation efforts in global financial institutions from vision to implementation.
3.Plan, conduct, and manage the analysis of complex problems. Monitors and reports trends. Requires the ability to describe complex problems and their solutions to management.
4.Excellent interpersonal and communication skills, leveraging active listening, presentation, as well as negotiation and influencing expertise
5.Highly motivated and self-directed; exhibits thought leadership and strong critical thinking skills.
6.Proven attention to detail in driving management reporting with clear and concise quantitative and qualitative data analysis and presentation.
7.Superior planning & organization skills, proactive, and team player.
8.Ability to multitask and work across various groups across all regions in a global, dynamic environment.
9.Advanced knowledge of Microsoft Excel, PowerPoint, Project or other reporting and project management tools.

Qualifications:
1.Undergraduate or graduate degree in a business and technology-relevant field.
2.8+ years of leading business and technology transformation in global financial institutions; expertise in Investment Management and/or Alternative Investments (client types, products, lifecycle, processes, systems) is preferred.
3.Experience in the Software Development Lifecycle (SDLC) including Agile project work.
4.Demonstrates clear understanding of the drivers of performance and decision making to maximize results.
5.Strategic thinker with proven ability to operationalize the strategy and problem-solve.
6.Hands-on expertise with data dictionary, data lineage, and data governance a plus.
7.Project Management certification preferred.