Job Responsibilities:
- Plan and execute small-to-large scale projects / initiatives
- Conduct analysis including the collection of data from various sources, synthesizing the information, performing analysis, and interpreting results.
- Develop a detailed understanding of current-state processes and procedures, identify weaknesses, gaps, and opportunities for improvement
- Present findings and recommendations that identify issues, explains causes, details impact, and builds a case and consensus for change.
- Establish and lead working groups, requiring effective partnership with the following groups: Investments; Legal; Compliance; Technology; Operations; Product & Platform; Risk Management; Marketing; Finance; and Human Resources
- Provide continuous feedback on project status, offering constructive options to ensure project tracks to original expectations: Assist in the design and implementation of solutions.
- Create detailed project plans, documenting scope and detailing issues & problems.
- Function as an escalation point to keep all parties aware of overall project impact.
- Provide documentation for policies and procedures.
Required qualifications, capabilities, and skills:
- At least 3 years of experience in business management and/or project management in financial services
- Ability to deliver in a high demand, multi-tasking environment, ability to work effectively will all levels of management
- Excellent written and verbal communications skills / relationship management, strong analytical and data analysis skills
- Strong proficiency with PowerPoint slide creation, Word, Visio and intermediate excel modeling required
- Strong analytical and data analysis skills
- Excellent organization skills, attention to detail and time management skills
- Ability to influence / persuade, strategic business mindset
Preferred qualifications, capabilities, and skills:
- Judgment and professional maturity to handle sensitive information
- Ability to work independently with limited supervision
- Creative thinking
- Energy/enthusiasm and an eagerness to get involved in all tasks