Job Title: Program Manager - Asset Management
Location: Boston, MA
Experience: 8+ Years
Job Summary
We are seeking an experienced Program Manager with strong Asset Management domain expertise to lead and deliver strategic initiatives across front-office, middle-office, and back-office functions. The ideal candidate will possess a blend of project/program management experience, investment management knowledge, and technology transformation expertise.
This role will be responsible for driving large-scale business and technology programs involving investment operations, sales & distribution, regulatory initiatives, data platforms, and cloud transformation while collaborating with business stakeholders, technology teams, and global delivery organizations.
Required Skills
Program & Project Management
- 8+ years of Program/Project Management experience
- Strong stakeholder management and communication skills
- Experience managing global delivery teams and third-party vendors
- Expertise in:
- Agile Methodologies
- Scrum Framework
- Sprint Planning & Grooming
- Risk & Issue Management
- Budget & Resource Management
- Hands-on experience with:
Asset Management Domain Expertise
- Strong understanding of:
- Front Office
- Middle Office
- Back Office Operations
- Experience with:
- Portfolio Management
- Trade Lifecycle Management
- Investment Operations
- Fund Accounting
- NAV Calculations
- Performance & Attribution
- Knowledge of investment products:
- Equities
- Fixed Income
- Derivatives
- Mutual Funds
- ETFs
- Experience supporting:
- Sales & Distribution
- Institutional Business
- Intermediary Business
- Market Data & Reference Data Management
Regulatory & Compliance
- Knowledge of:
- SEC
- FINRA
- AML
- KYC
- ESG Reporting
Technical Understanding
- Strong understanding of:
- AWS Cloud
- DevOps
- Jenkins Pipelines
- Snowflake
- AWS Glue
- ETL/Data Pipelines
- Familiarity with:
- Understanding of:
- Microservices Architecture
- REST APIs
- Cloud-Native Applications
Preferred Technical Background
- Exposure to:
- Java 11 / Java 17
- Vertex Framework
- Couchbase
- Git Branching Strategies
- Distributed Systems
Key Responsibilities
- Lead and deliver Asset Management business and technology transformation initiatives
- Manage programs across:
- Sales & Distribution
- Investment Operations
- Regulatory Compliance
- Data & Technology Platforms
- Coordinate business, operations, and technology teams to ensure successful delivery
- Drive project planning, execution, governance, and reporting
- Manage risks, dependencies, budgets, and stakeholder communications
- Support Agile ceremonies including sprint planning, backlog grooming, and status reviews
- Partner with front-office, middle-office, and back-office teams to align technology solutions with business objectives
- Oversee vendor and offshore delivery teams
- Ensure compliance with regulatory and operational standards
- Drive adoption of modern cloud, data, and digital transformation initiatives
Preferred Qualifications
- Asset Management, Wealth Management, or Investment Management industry experience
- PMP, Scrum Master, or Agile Certification
- Experience managing cloud modernization programs
- Knowledge of OMS, Market Data, and Reference Data platforms
- Experience with AWS, Snowflake, and Data Engineering initiatives