Sr. Project Manager - Investment Mgmt. jobs in United States
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TalentFish · 2 months ago

Sr. Project Manager - Investment Mgmt.

TalentFish is casting a line for a Senior Project Manager. This role involves overseeing complex, enterprise-level projects across various domains including investment management, operations, and technology to drive organizational efficiency and innovation.

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Responsibilities

Lead full project lifecycle activities – from scope definition to planning, execution, and delivery
Drive project completion, proactively resolve issues, and ensure intended business outcomes are realized
Build and organize project teams; assign and manage workloads to ensure accountability
Monitor tasks, timelines, dependencies, risks, and budget considerations
Provide clear and consistent communication to project teams, stakeholders, senior leadership, and broader organizational audiences
Prepare high-quality presentations, project documentation, and executive-level communications
Facilitate cross-functional meetings to gather requirements, secure commitment, gain alignment, and support decision-making
Ensure successful implementation through appropriate training, testing, and change management approaches
Foster collaboration and encourage open communication across diverse perspectives

Qualification

Investment ManagementAnalytical SkillsProject ManagementChange ManagementInvestment OperationsProject Management CertificationsCommunication SkillsProblem-SolvingProfessionalismStakeholder ManagementAttention to DetailAdaptabilityTeam LeadershipPresentation SkillsCross-Functional Collaboration

Required

5+ years of project management experience within an investment management organization
Experience implementing complex projects and modern software/platform solutions in the investment ecosystem
Strong communication skills with proven ability to build trust and meaningful relationships at all levels
Ability to learn quickly, effectively adapt, and navigate evolving business priorities
Solid understanding of investment operations, workflows, and systems across key asset classes
Detailed knowledge of multiple investment/security types and their role in portfolio strategies
Strong analytical, problem-solving, and change management skills
High level of professionalism, accountability, and attention to detail
Project Management certifications (PMP, PRINCE2, Agile, etc.) are a plus

Benefits

Health insurance
401(k)
Paid time off

Company

TalentFish

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TalentFish is a staffing technology and operations services platform that offers co-employment and PEO services.

Funding

Current Stage
Early Stage

Leadership Team

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Andrew Axelrod
Co-Founder & Lead Software Engineer
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Eugene Pollock
Co-Founder & Senior Lead Technical Recruiter
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Company data provided by crunchbase