InvestM Technology LLC
Program Manager (investment Management)
InvestM Technology LLC, San Francisco, California, United States, 94199
Job Title:
IT Investment Operations Program Manager
Work Authorization:
USC/GC/EAD only, C2C is not allowed
Position Summary:
The Investment Operations Technology Program Manager is responsible for leading complex technological initiatives that support Investment Operations & Fund Treasury, driving operational efficiency and enabling strategic business objectives. This role combines project management expertise with program-level oversight, ensuring successful delivery of initiatives, smooth staff transitions, and alignment with organizational priorities.
Requirements:
Minimum 5–7 years of experience on project teams in the financial services industry, preferably in capital markets/investment management domain.
Bachelor’s degree and 5–7 years project management experience or equivalent combination of education and experience.
Knowledge of Investment Operations functions within a top-tier asset manager or service provider preferred.
Self-starter who can work in an ambiguous environment and adjust to changing business needs.
Excellent written and verbal communication skills with ability to convey complex information clearly.
Strong organization and planning skills.
Proficient in Microsoft Office Professional (Word, Excel, PowerPoint, Project) and Visio or equivalent tools.
Experience building Jira and Confluence dashboards; basic SQL a plus.
Experience with project management tools such as Clarizen, Planview, MS Project, Jira Big Picture, etc.
Ability to build and strengthen key partnerships across the organization.
Ability to work independently with minimal supervision.
Key Responsibilities:
Project & Program Management
Lead technology projects from initiation through delivery, ensuring alignment with strategic goals.
Drive Planning Increment (PI) activities, including backlog prioritization, dependency management, and risk mitigation.
Own quarterly PI objectives setup, presentation, and reporting.
Partner with tech leads, sponsors, and stakeholders to ensure deliverables meet business needs and compliance standards.
Track progress against milestones, proactively elevate risks, and ensure timely delivery of outcomes.
Manage resources and timelines across multiple concurrent projects.
Facilitate effective communication across teams, ensuring transparency and accountability.
Translate strategic goals into actionable steps with a results-oriented mindset.
Governance & Oversight
Ensure adherence to project governance frameworks, including documentation, reporting, and compliance requirements.
Maintain project artifacts such as charters, roadmaps, and transition plans.
Accountable for departmental service delivery process, metrics, and reporting.
Facilitate monthly department meetings.
Monitor KPIs and success metrics to evaluate project and departmental performance.
Provide regular updates to leadership and sponsors on project status, risks, and dependencies.
Escalate risks, issues, and dependencies promptly.
Transition & Staff Oversight
Oversee onboarding and offboarding processes for staff transitions, maintaining continuity of portfolio management activities.
Coordinate transition plans to ensure knowledge transfer and minimize disruption to operations.
Support workforce planning, role alignment, and resource allocation during transitions.
Partner with team leads to ensure smooth integration of new staff and effective offboarding of departing staff.
Stakeholder Engagement
Build strong relationships with business partners, sponsors, and cross-functional teams.
Facilitate PI workshops, planning sessions, and retrospectives to align stakeholders and drive outcomes.
Serve as liaison to Enterprise PMO teams and other IT/Business Program leadership teams.
Skills & Qualifications
Proven experience in project and program management within financial services or technology.
Strong knowledge of Agile methodologies, PI planning, and portfolio management practices.
Excellent communication, facilitation, and stakeholder management skills.
Ability to manage multiple priorities and deliver results under tight deadlines.
Expertise in risk identification and mitigation.
Familiarity with transition planning, onboarding/offboarding processes, and workforce management.
PMP, SAFe, or equivalent certification preferred.
Seniority level
Director
Employment type
Contract
Job function
Project Management and Information Technology
Industries
Investment Management
San Francisco, CA $160,000.00-$190,000.00 1 day ago
#J-18808-Ljbffr
IT Investment Operations Program Manager
Work Authorization:
USC/GC/EAD only, C2C is not allowed
Position Summary:
The Investment Operations Technology Program Manager is responsible for leading complex technological initiatives that support Investment Operations & Fund Treasury, driving operational efficiency and enabling strategic business objectives. This role combines project management expertise with program-level oversight, ensuring successful delivery of initiatives, smooth staff transitions, and alignment with organizational priorities.
Requirements:
Minimum 5–7 years of experience on project teams in the financial services industry, preferably in capital markets/investment management domain.
Bachelor’s degree and 5–7 years project management experience or equivalent combination of education and experience.
Knowledge of Investment Operations functions within a top-tier asset manager or service provider preferred.
Self-starter who can work in an ambiguous environment and adjust to changing business needs.
Excellent written and verbal communication skills with ability to convey complex information clearly.
Strong organization and planning skills.
Proficient in Microsoft Office Professional (Word, Excel, PowerPoint, Project) and Visio or equivalent tools.
Experience building Jira and Confluence dashboards; basic SQL a plus.
Experience with project management tools such as Clarizen, Planview, MS Project, Jira Big Picture, etc.
Ability to build and strengthen key partnerships across the organization.
Ability to work independently with minimal supervision.
Key Responsibilities:
Project & Program Management
Lead technology projects from initiation through delivery, ensuring alignment with strategic goals.
Drive Planning Increment (PI) activities, including backlog prioritization, dependency management, and risk mitigation.
Own quarterly PI objectives setup, presentation, and reporting.
Partner with tech leads, sponsors, and stakeholders to ensure deliverables meet business needs and compliance standards.
Track progress against milestones, proactively elevate risks, and ensure timely delivery of outcomes.
Manage resources and timelines across multiple concurrent projects.
Facilitate effective communication across teams, ensuring transparency and accountability.
Translate strategic goals into actionable steps with a results-oriented mindset.
Governance & Oversight
Ensure adherence to project governance frameworks, including documentation, reporting, and compliance requirements.
Maintain project artifacts such as charters, roadmaps, and transition plans.
Accountable for departmental service delivery process, metrics, and reporting.
Facilitate monthly department meetings.
Monitor KPIs and success metrics to evaluate project and departmental performance.
Provide regular updates to leadership and sponsors on project status, risks, and dependencies.
Escalate risks, issues, and dependencies promptly.
Transition & Staff Oversight
Oversee onboarding and offboarding processes for staff transitions, maintaining continuity of portfolio management activities.
Coordinate transition plans to ensure knowledge transfer and minimize disruption to operations.
Support workforce planning, role alignment, and resource allocation during transitions.
Partner with team leads to ensure smooth integration of new staff and effective offboarding of departing staff.
Stakeholder Engagement
Build strong relationships with business partners, sponsors, and cross-functional teams.
Facilitate PI workshops, planning sessions, and retrospectives to align stakeholders and drive outcomes.
Serve as liaison to Enterprise PMO teams and other IT/Business Program leadership teams.
Skills & Qualifications
Proven experience in project and program management within financial services or technology.
Strong knowledge of Agile methodologies, PI planning, and portfolio management practices.
Excellent communication, facilitation, and stakeholder management skills.
Ability to manage multiple priorities and deliver results under tight deadlines.
Expertise in risk identification and mitigation.
Familiarity with transition planning, onboarding/offboarding processes, and workforce management.
PMP, SAFe, or equivalent certification preferred.
Seniority level
Director
Employment type
Contract
Job function
Project Management and Information Technology
Industries
Investment Management
San Francisco, CA $160,000.00-$190,000.00 1 day ago
#J-18808-Ljbffr