Project Manager | Asset Management Firm

Project Manager | Asset Management Firm

***Must be a US Citizen or Green Card Holder and live in Metro NYC, NY.

Full Time

Base comp target range $125k-$140k w Bonus Eligibility and Full Benefits

Hybrid / 4 days Onsite – NYC Midtown on 6th Ave

For any entry of Key Skills, please use these skills below and note 6 years, except for top bullet 8-10 years of project mgmt.

• 8-10 years of project management experience in finance, some experience in alternative investment is preferred
• SDLC-strong understanding of SDLC and business analysis methodologies.
• Agile, Scrum, MS Office, Smartsheet, Visio
• Conduct cost/benefit analysis and developing business cases.
• Proficiency in documentation, ex: data flow diagrams, interviews, and walkthroughs.
• Windows, Azure, MS-Broad knowledge of IT systems, software development, databases, and security techniques.
• PMP, Scrum Master, or other relevant certifications are a plus.

JD

Job Summary:

The Project Manager is responsible for leading and coordinating IT projects across business units and third-party vendors. This role involves overseeing project planning, requirements gathering, execution, testing, and deployment to ensure successful delivery on time and within budget. The Project Manager serves as a key liaison between IT and business stakeholders, providing subject matter expertise and ensuring alignment with strategic objectives. Strong leadership, communication, and problem-solving skills are essential for success in this role.

Major Responsibilities/Activities:

• Lead and manage IT projects by collaborating with business units, IT teams, and external vendors to define project scope, objectives, and deliverables.
• Oversee and facilitate requirements gathering activities, including brainstorming sessions, interviews, focus groups, and workshops, ensuring clear documentation of business and technical needs.
• Ensure project requirements align with business objectives and solution designs, providing detailed specifications for developers and stakeholders.
• Prioritize and organize project requirements to focus efforts on critical business needs, using process modeling and solution function analysis.
• Review and obtain approval from business stakeholders on documented requirements.
• Evaluate IT solution designs to ensure they meet business requirements and project goals.
• Develop and manage use cases and test scenarios, coordinating integration and user acceptance testing (UAT) with business users.
• Capture and track meeting notes, ensuring action items are assigned and followed through to completion.
• Maintain project timelines, monitor progress, and report on project status to senior management.
• Utilize project management tools and document repositories for knowledge sharing and collaboration.
• Update and create project status reports to ensure visibility on progress, risks, and key milestones.

Key Skills:

Technical Skills:

• Project Management Methodologies: Agile, Waterfall, Scrum
• Software Development Life Cycle (SDLC): Understanding of various stages and processes
• Budget & Financial Management: Cost estimation, financial planning, and resource allocation
• IT Systems & Software Knowledge: Experience with databases, security protocols, and application development
• Tools & Technologies: Microsoft Office, DevOps, Smartsheet, and Visio
• Risk Management: Identifying, assessing, and mitigating project risks

Soft Skills:

• Leadership & Team Management: Ability to lead cross-functional teams and manage stakeholders
• Communication & Presentation: Clear and effective written and verbal communication skills
• Problem-Solving & Analytical Thinking: Identifying issues and developing strategic solutions
• Time Management & Multitasking: Handling multiple priorities effectively under tight deadlines
• Negotiation & Conflict Resolution: Managing differing stakeholder expectations and project challenges

Minimum Requirements:

• 10 years’ experience in project management within the financial services industry, some experience in asset management is required.
• Strong understanding of SDLC and business analysis methodologies.
• Experience conducting cost/benefit analysis and developing business cases.
• Proficiency in documentation techniques such as data flow diagrams, interviews, and walkthroughs.
• Broad knowledge of IT systems, software development, databases, and security techniques.
• Understanding of budget processes and financial management.
• Exceptional problem-solving, organizational, and communication skills.
• PMP, Scrum Master, or other relevant certifications are a plus.
• Demonstrates inclusive behaviors in support of a culture that values diverse perspectives
• Hybrid work arrangement policy in New York City office (4 days in-office/1 day remote)
• This role requires a proactive leader who can drive IT initiatives, facilitate cross-functional collaboration, and deliver high-impact solutions in a fast-paced environment.