Project Implementation Manager for Fund Admin Services

Job Description

·      Support new Fund Administration, Portfolio Insights, and Valuations' clients by on-boarding them onto Client – i.e., implementation of client’s limited partners list, investments, capitalization table and securities

·      Extract relevant information from operating agreements and subscription documents to upload limited partners to Client

·      Analyze data thoroughly and precisely to maintain data integrity throughout the on-boarding process

·      Effectively liaise between sales and Investor Services teams as the bridge post-sales through implementation

·      Coordinate and manage multiple/simultaneous implementation projects by continually communicating with and motivating clients within tight deadlines

·      Continuously look for ways to improve the efficiency and effectiveness of the on-boarding process

Requirements

·      3 and above years of experience

·      College Degree

·      Proven success in a project management capacity

·      Ability to interpret a story through unstructured data

·      Experience working with financial data and information

·      Great people skills – high degree of empathy and great communication skills

·      Experience working with clients

·      Experience in implementing and successfully managing small and large projects or initiatives with sustained, measurable success

·      Incredible organizational skills, high attention to detail, and an ability to complete competing priorities quickly and autonomously

·      Passionate, tactical, and direct, with an ambitious attitude and a proven history to go above and beyond baseline requirements

·      Interested in working with enterprise software