Project Manager - Compass Pointe Consulting

Senior Project Manager

Our client has a large strategic program currently in flight that requires additional Senior Project Management experience to support. The specific area of the program requiring support involves the conversion of the Middle Office portfolio accounting platform along with changes to supporting applications and business processes. This is in support of the client’s asset management middle office operations group and the ideal candidate has experience with operations and technology supporting IBOR, Portfolio Accounting, Security Reference, Pricing/valuation, Derivatives, Collateral Management, Bank Loans, Mortgages, trade processing and settlement, corporate actions, and cash processing; all in support of decommissioning of the legacy systems and converting to a new service provider. Upon completion of these initial bodies of work, there are onward deliverable projects involving account conversion consumer cutover, and additional decommissioning of legacy applications.

The successful individual in this role will be the lead Project Manager for this migration. This role interacts with multiple stakeholders and partners across the Enterprise Change Office, Technology, Investment Operations, Client Operations, Investments, and vendors.

Must haves: Actual PM experience, experience with implementing systems, demonstrated ability to drive action items and to work independently.

Role Summary:

• Serves as the end-to-end project lead for large-scale, complex projects that are either standalone projects or part of a broader strategic program.

• Drives benefit achievement by leading project inception, planning, and solution design and build and by measuring key performance indicators and solution adoption.

• Engages other colleagues/resources and assigns appropriate responsibilities to support achievement of project plan(s).

• Independently applies knowledge of advanced methodologies, selecting and applying project management tools to conduct analyses, reporting, and related activities for assigned projects.

• Responsible for project management activities, including contingency/dependency tracking, status reporting, issue/risk identification and tracking, scope management, estimation, and internal/external stakeholder management.

• Provides oversight to workstream/task leads within the project; resolves any escalated project risks, issues, and dependencies.

• Manages the overall scope and timing of the project, ensuring business value is delivered on time and within budget.

Responsibilities:

• Oversees end-to-end project management activities for large-scale, complex projects, with oversight for the full project life cycle. Manages the progress and contributions of workstream leads or subordinate project managers to ensure all activities deliver expected value within committed time frames and budget.

• Establishes the program’s governance (e.g., sponsors, approvers, stakeholders). May participate in the evaluation, selection, and management of external resources or vendors.

• Develops statements of work, stakeholder management plans, guiding principles, project goals, risks, resource allocation, and roles and responsibilities for assigned projects.

• Manages contingencies between multiple workstreams and monitors interdependencies and synergies where required. Builds and synthesizes highly detailed project plans, budgeting and forecasting models, or resource plans.

• Works with all required functions and groups to effectively plan and execute the project(s). Drives all project operational checkpoints.

• Provides transparency in project progress and effectively anticipates and mitigates major risks across the project life cycle. Proactively crafts feasible solutions to combat risks and issues.

• Manages the progress and contributions of workstream leads or subordinate project managers to ensure all activities deliver expected value within committed time frames and budget.

• Ensures project delivery is in conformance with company methodologies and standards; recommends improvements and changes as necessary. Monitors project results/performance for significant deviations, evaluates options, and makes recommendations for corrective actions; implements selected actions.

• Has significant stakeholder management skills and interpretation of diverse and varied information.

• Secures, leads, motivates, and inspires the internal and external resources required to effectively deliver the project.

‘familiar with Agile framework/delivery methodology; familiar with either Rally or JIRA

Qualifications/Experience:

Required:

Bachelor's degree or the equivalent combination of education and relevant experience and 5+ years of total relevant work experience

Preferred:

PMP certification / PgMP certification

Previous experience supporting Investment and Client Operations projects Knowledge and/or experience of working with security reference data and pricing