Document business requirements and ensure controls, and governance artifacts are maintained in line with established standards.
Manage assigned middle office technology and process improvement projects or workstreams, coordinating activities between business teams and IT partners.
Partner with operational stakeholders to document business requirements, current state processes, and control considerations, translating them into clear project deliverables.
Coordinate project execution activities, including planning, dependency tracking, issue and risk management, and milestone oversight.
Serve as a central point of coordination between Operations, Technology, and other stakeholders to support solution design, testing, and implementation.
Track and report on project status, risks, and issues, escalating concerns in a timely and structured manner to senior leadership.
Support testing, implementation, and post implementation activities to ensure solutions meet business requirements and integrate effectively into existing workflows.
Contribute to continuous improvement by identifying lessons learned and opportunities to strengthen project execution and delivery approaches.
Requirements
Bachelor’s degree required or equivalent professional experience
5–8 years of relevant experience in project management, operations, technology enablement, or financial services environments
Experience supporting middle office, operations, or data driven initiatives preferred
Proficiency in Microsoft Office tools (Excel, PowerPoint, Word);
familiarity with project tracking tools such as Jira or Microsoft Project and VBA, SQL, Python is a plus
Formal project management certification (e.g., PMP) preferred but not required
Tech Stack
PMP
Python
SQL
VBA
Benefits
generous medical care
insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
retirement savings plan (401K) with company match
paid-time off including vacation, sick leave, short term disability, and family care responsibilities
access to our Employee Assistance Program
incentive compensation including eligibility for annual performance-based awards
eligibility for certain tax advantaged savings plans