What are the responsibilities and job description for the Project Manager position at Chabez Tech LLC?
Role: Project Manager
Location: Hybrid at local offices - prefer East coast
Visa: / USC
We are seeking a Senior Project Manager to lead complex, cross-functional programs within an asset management environment, with a focus on investment performance reporting platforms and data-driven transformation.
Key Responsibilities
• Lead large-scale implementations or migrations involving Addepar, Black Diamond, or First Rate
• Own program governance, executive reporting, and escalation management
• Drive cross-functional alignment across portfolio management, operations, technology, and compliance teams
• Manage vendor relationships, contract milestones, and delivery accountability
• Mentor junior PMs and contribute to PMO standards and best practices
Required Skills & Experience
• 6–10 years of PM/program management experience, with 3 years in asset management or wealth tech
• Demonstrated delivery leadership on Addepar, Black Diamond, or First Rate programs
• Strong understanding of investment performance reporting, portfolio accounting, and data workflows