Project Manager - Wealth Management Investment Operations

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? You have found the right team!

As a Project Manager within Wealth Management Investment Operations, you will spearhead and support key initiatives and business transformation projects within the investment operations domain. You will oversee multiple projects throughout their lifecycle, focusing on research, business process optimization, and system enhancements. By collaborating with Business, Operations, and Technology teams, you will ensure the successful delivery of project outcomes. Your expertise in Investment Operations and familiarity with Investment/Trading Products will be crucial in driving effective solutions and improvements.

Job Responsibilities

• Lead and manage complex projects from initiation to completion, ensuring alignment with strategic objectives and delivering on time and within budget.
• Collaborate with Operations, Middle Office, Finance, Technology, and Senior Management to develop business requirements, procedures, and processes.
• Develop comprehensive project plans, manage resources effectively, and oversee requirements management, process mapping, and design.
• Conduct data analysis to provide empirical solutions that enhance project reporting and decision-making.
• Partner with business units to design or re-engineer processes and applications, ensuring alignment with business goals.
• Lead project planning and analysis, including creating detailed plans, documenting requirements, and drafting workflows.
• Drive meetings, create presentation materials, and provide project metrics and reports to stakeholders.
• Mentor and guide junior project managers and team members, fostering a collaborative and high-performance environment.
• Identify risks proactively and develop mitigation strategies to ensure project success.
• Communicate project status, issues, and risks to stakeholders and senior management, ensuring transparency and alignment.

Required Qualifications, Capabilities, and Skills

• Bachelor’s Degree in Finance, Economics or other related disciplines.
• Minimum of 8 years of experience in investment operations, with familiarity in Investment/Trading Products in the financial industry.
• Strong communication and presentation skills for diverse stakeholders and senior management.
• Excellent analytical skills to understand and improve complex business processes.
• Strong organizational skills, attention to detail, and interpersonal abilities.
• Ability to resolve project-related issues and achieve objectives.
• Skilled in eliciting business requirements and processes from various stakeholder groups.
• Ability to thrive in a fast-paced environment, manage tight deadlines, and prioritize tasks effectively.
• Demonstrated ability to manage complex projects and drive them to successful completion.
• Strong problem-solving skills and the ability to make informed decisions under pressure.
• Experience in risk management and developing mitigation strategies.

Preferred Qualifications, Capabilities, and Skills

• Experiences as a senior project manager or similar role in the financial industry with solid knowledge of project management or business analysis.
• Experience in end-to-end project management, including scoping, business case development, implementation, and change management.
• Knowledge of Temenos will be an added advantage.