Job Description
Excited to grow your career?
We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is right for you, we encourage you to apply!
Our people make all the difference in our success.
Job Description Summary
The Enterprise Investment Office (EIO) is a newly created function and part of the Investment Department at this firm. The EIO works alongside the investment teams to support and drive best practices for all fund management, portfolio monitoring and reporting, policy and content management, continuous improvement, and administration functions.
The Project Manager is responsible for leading the EIO through project initiatives to establish new processes aimed at increasing investment team efficiency and scalability. This will include evaluating current state processes, determining best practices, and documenting the new process in the form of checklists, playbooks, and technology-driven workflows. The Project Manager is accountable for creating the project plan, timeline, identification of stakeholders, key milestones, work activities and scheduling of project meetings to achieve the goals in the plan. The Project Manager is responsible for ensuring the success of the project initiatives and will work closely with EIO leads, business leads and key stakeholders to ensure business objectives, outcomes and benefits are clearly defined, monitored, tracked, reported and delivered as expected.
JOB SKILLS AND ABILITIES
Understanding and application of Project Management best practices, approach, methodology, and tools, with a demonstrated track record of managing and delivering cross-functional projects within the agreed upon scope, schedule, and cost
Experience taking initiatives from conception to implementation and control, coordinating with others to manage all aspects of solution delivery including scope definition, needs assessment, resource planning, status reporting, and risk management
High level of maturity and ability to plan, organize and prioritize multiple projects and deadlines, and hold others accountable
Ownership and accountability for project deadlines, timelines and expected outcomes
Ability to promote innovative ideas and accept the risks that are required to influence change
Ability to develop relevant and effective content to progress initiatives including executive level presentations
Ability to write clearly and concisely
Excellent interpersonal and communication skills, and proven ability to work effectively with all organizational levels and functional groups
Ability and desire to work independently as well as part of a team
Strong analytical capabilities with the ability to think creatively
Responsibilities
Project Management and Project Execution: 80-90%
Drive project prioritization and planning activities on an annual basis
Serve in a project management capacity on prioritized EIO projects from conception to completion
Develop and maintain project execution plans specifying tasks, dependencies, resources, timing, risks, issues, and mitigation plans, from inception to control
Ownership of the detailed project plan, timeline, resource plan and risk register
Prepare project updates and status reports to ensure the EIO and impacted cross-functional teams are informed
Build playbooks, checklists, and technology-driven workflows to support the ongoing execution of developed processes
Actively manage scope and coordinate decision processes
Ensure that all target deadlines are met
Identify continuous improvement opportunities within daily activities and work across teams to craft solutions and implement improved ways of working
Administration: 10-20%
Coordinate and execute regular reviews of process documents with SMEs
Plan and schedule regular meetings for the EIO and various cross-functional groups
Assist in general EIO content creation for planned meetings
Education
BS/BA or equivalent
Work Experience
Minimum of 8 years of experience in relevant Project Management roles within Investment Management or Financial Services. Experience with Private Markets and Private Equity Fund of Funds preferred