Project Manager, Investment Operations

Project Manager, Investment Operations

Private Equity, FinTech, Investment Management

Full Time

Boston, MA

The Company

Our client is a private equity firm with an excellent reputation and history of skillfully navigating the market and providing clients with exceptional service. They are in growth mode and looking to expand their operations team to support strategic enterprise project delivery, offering rewarding career experiences and advancement opportunities.

Company Perks and Rewards

• $125,000 – $150,000 base 20% discretionary annual bonus
• Health benefits package
• 401k matching
• 4 weeks’ vacation
• Downtown Boston location
• And more!

The Job

As the Project Manager, Investment Operations, you are working for the executive office providing project and process support and staying on top of key business deliverables in order to keep a high-performing leadership team organized and operating efficiently.

• Take ownership of complex calendar management, meeting coordination and document preparation such as reports and presentations.
• Directly support project management initiatives by helping to ensure the Managing Director’s priorities are reflected in ongoing work with the broader business unit.
• Support the Executive Team in coordinating and tracking priority initiatives, ensuring actions and deadlines are clearly documented and followed up.
• Translate high‑level direction into practical tracking tools such as action logs, timelines, and status trackers.
• Maintain clear records of decisions, commitments, and next steps to ensure follow‑through.
• Assist with organizing multi‑stakeholder efforts by clarifying ownership, sequencing, and dependencies.
• Help document and maintain processes, workflows, and reference materials to improve execution and reduce friction.
• Identify opportunities to improve process organization, scheduling, and information flow.

What you bring to the job

• Approximately 5 years’ experience in corporate project coordination, business operations, or executive support in a highly matrixed environment.
• Recent work experience in private equity, investment management, financial services or capital markets industries.
• Successful completion of a Post-Secondary degree.
• Strong organizational and time‑management skills with the ability to handle multiple priorities simultaneously.
• Superior written and verbal communication skills.
• Expert proficiency in the full MS Office Suite, Adobe, and cloud-based platforms.
• Demonstrated ability to stay organized, detail‑oriented and execution‑focused in a fast-paced, dynamic environment.
• Proactive, dependable and comfortable managing complexity.
• Able to work through ambiguity with direction from senior leadership.
• Act as a trusted partner who builds credibility through consistency and follow‑through.
• Commitment to professional growth and development.

We really look forward to hearing from you, but please understand that we will only be contacting those that are applicable for the role.

Options Consulting Solutions is an equal opportunity employer and welcomes applications from all individuals. Applicants selected for an in-person interview will be asked whether specific accommodations are needed to support a personal disability.

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