Role details

Global Wealth Management Project Manager

Manhattan   •  Temporary

Bullet points

  • global company with huge opportunity for growth
  • exciting opportunity to work with world renound international bank

About Our Client

Our client is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Job Description


  • Project lead on Hedge Fund or Private Equity aligned projects within the Alternatives Middle Office
  • Responsible for documenting business requirements, ensuring technology understands the requirements, traceability to the Functional Specification Document (FSD), and monitoring overall progress of the project (e.g. milestone tracking)
  • Lead and/or participate in project meetings and represent the team's vision accordingly with both business and technology partners; document minutes for project meetings
  • Gain insight into the current tools/operating models via knowledge share sessions, become a Subject Matter Expert in Alternative Investments operations
  • Engage in new design discussions and document existing and future workflow processes
  • Provide continuous feedback on project status to management and impacted stakeholders; update project tracker
  • Write test scripts, perform User Acceptance Testing (UAT), and production checkouts
  • Establish conversion plan and execute it accordingly (if needed)
  • Assist with developing training materials (if necessary), coordinate/conduct training sessions (if needed)

The Successful Applicant



  • Minimum of 3 years business analysis/project management experience
  • Minimum of 5 years experience in the financial/securities industry or equivalent experience
  • Understanding of sophisticated financial/investment products
  • Strong Microsoft Excel, Word, and PowerPoint skills
  • Must be highly disciplined, a self-starter, and have the ability to execute on assignments independently
  • Team player and demonstrated work ethic
  • Ability to multi-task and be detail oriented
  • Strong capacity for operating in a flexible, dynamic environment where creative and strategic thinking is required
  • Excellent organizational and time management skills
  • Strong interpersonal and business communication skills
  • Ability to communicate with all levels within the Line of Business
  • Undergraduate degree


  • Experience with alternative investments and/or alternative investments operations
  • Experience using Microsoft Access, Visio, HP Quality Center/ALM, and/or SharePoint
  • Series 99 (Will be required to obtain within 120 days of hiring)

What's on Offer

commensurate upon experience

Apply for this job

Click the Apply or LinkedIn button below or contact Nicole Volpert quoting job reference 1207187
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