Implementations Project Management Associate

Responsibilities:

• Project Planning and Management: Create and manage comprehensive project plans for an assigned portfolio, ensuring alignment with client objectives and internal goals.

• Resource Coordination: Manage and coordinate the activities of internal teams, clients, and third-party vendors across various project workstreams to ensure timely execution.

• Status Reporting: Generate weekly status reports and hold weekly status meetings with clients and project teams to update on project progress and address potential issues.

• Steering Committee Leadership: Lead steering committee meetings with C-level client decision-makers and senior management, facilitating strategic discussions and decision-making.

• Commercial Management: Oversee project financials, including revenue recognition forecasts and unbilled bookings, ensuring budgets are adhered to and financial targets met.

• Resource Allocation Oversight: Manage and report on resource allocation, optimizing the utilization of resources for the assigned project portfolio.

• Metrics Accountability: Take responsibility for tracking project metrics such as utilization, go-live adherence, and billing accuracy, ensuring project health is continuously monitored.

• Client Relationship Management: Serve as a trusted client relationship manager, providing timely and accurate responses to inquiries and fostering strong client partnerships.

• Transition Facilitation: Ensure a smooth transition to the steady-state servicing team after project implementation, enabling ongoing client support.

• Multi-Project Management: Demonstrate the ability to oversee multiple simultaneous implementations with minimal supervision, delivering results efficiently.

Required Skills:

• Proficient in project management tools such as JIRA, Excel, Smartsheet, Monday.com and Salesforce.

• Experience in implementing large-scale programs, particularly in multi-location settings.

• Proven track record of managing projects in a matrix reporting environment, delivering them on time and within budget.

• Ability to identify, recommend, and implement continuous service improvements throughout project lifecycles.

• Knowledge of investment accounting and reporting processes.

• Familiarity with Change Management or Change Delivery roles in client-facing environments.

• Exposure to investment accounting, reporting, and analytics software solutions.

• Strong technical skills and expertise in project management software.

• Familiarity with Software-as-a-Service (SaaS) platforms and Fintech solutions.

• Background in Investment Accounting, with qualifications such as ACCA, viewed as an advantage.

• Excellent attention to detail and strong documentation skills.

• Outstanding verbal and written communication abilities.

• Strong organizational, interpersonal, and problem-solving skills.

Education and Experience:

• Bachelor's degree in finance, accounting, or a related field; a master's degree is a plus.

• Relevant experience in financial services (Investment, Banking, Insurance, FinTech, etc.).

• Prior consulting experience is advantageous.

• Understanding of securities or financial markets is preferred.