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BSA Project Manager

  • Full Time, onsite
  • Hired by Matrix, Inc.
  • On Site Hybrid, United States of America
Salary undisclosed

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At-a-Glance:
Are you ready to build your career by joining a global financial company? If so, our client is hiring a BSA Project Manager!

Position Type:
Right to Hire
Hybrid

Required:

  • 5-10 years of experience in project management within the financial services industry, ideally in asset management.
  • Strong knowledge of investment management processes, with a preference for experience in fixed income.
  • PMP certification or equivalent project management training preferred.
  • Proven experience in managing technology-driven projects, with strong organizational and problem-solving skills.
  • Effective meeting preparation and facilitation skills, with the ability to engage stakeholders at all levels.
  • Advanced PowerPoint and presentation skills, with the ability to clearly communicate complex ideas to senior stakeholders.
  • Strong understanding of project management methodologies (Agile, Waterfall, etc.).
  • Excellent communication and interpersonal skills, with the ability to build relationships and manage expectations across multiple stakeholders.
  • Desired Skills & Experience:
    • Experience with portfolio management systems or financial technology tools.
    • Knowledge of fixed income and investment technology solutions.
    • Ability to work in a fast-paced, dynamic environment with competing priorities.
Responsibilities:
  • Seeking a highly skilled and organized BSA Project Manager with 5-10 years of experience in project management within the financial services industry, specifically in asset management.
  • Will have expertise in managing technology projects in a fast-paced, client-focused environment.
  • Requires strong organizational, and communication skills, as well as a deep understanding of investment management and technology integration.
  • Key Responsibilities:
    • Lead, manage, and drive technology projects from initiation through to successful delivery, ensuring alignment with business objectives.
    • Collaborate with cross-functional teams, including investment, quant, and technology teams, to define and document project requirements.
    • Develop and maintain detailed project plans, track progress, identify risks, and provide regular status updates to stakeholders and senior management.
    • Facilitate meetings, ensuring clear communication of goals, timelines, and deliverables.
    • Prepare and present clear, concise, and visually engaging project updates and presentations.
    • Prioritize and manage multiple projects simultaneously, ensuring deadlines are met without compromising quality.
    • Ensure effective stakeholder management by understanding their needs and addressing any concerns in a timely manner.
    • Work closely with development teams, vendors, and other departments to ensure that technology solutions are implemented on time and within scope.
    • Continuously assess and improve project management processes and methodologies.
Get in Touch:
If you think you'd be a good match, submit your resume and reach out to Trusha at to learn more.

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