Role details

This position is now filled

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