Project manager Asset management

Purple Drive Technologies

$90K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in project management within asset management industry
  • Deep understanding of front, middle, and back-office functions
  • Hands-on experience with investment products including equities, fixed income, and derivatives
  • Familiarity with regulatory requirements like SEC, FINRA, and AML
  • Skilled in project management tools like JIRA and Confluence
  • Proficient in Agile methodologies and delivery
  • Experience with data environments such as AWS Glue and Snowflake

Responsibilities

  • Lead comprehensive project/program delivery in asset management
  • Plan, execute, and govern initiatives across sales, operations, and compliance
  • Coordinate with business stakeholders, IT teams, and vendors
  • Manage project scope, timelines, budgets, and quality
  • Drive Agile delivery execution including sprint planning and stand-ups
  • Act as Scrum Master when required
  • Ensure clear communication and alignment among global teams

Benefits

  • Collaboration with global teams across various functions
  • Opportunity to work on significant technology transformation projects
  • Involvement in diverse areas within the asset management industry
  • Development of strong project management and Agile skills
  • Engagement with cross-functional stakeholders and vendors
Full Job Description
Overview:

Role Overview

We are looking for a Project Manager with strong Asset Management domain expertise to lead and deliver strategic initiatives across front, middle, and back-office functions.

The role requires managing cross-functional programs spanning sales & distribution, investment operations, regulatory change, and technology transformation, ensuring delivery within scope, timeline, and budget.

Key Responsibilities

  • Lead end-to-end project/program delivery within asset management domain
  • Plan, execute, and govern initiatives across:
    • Sales / Marketing & Distribution
    • Investment Operations
    • Regulatory & Compliance Programs
    • Technology Transformation
  • Coordinate across business stakeholders, IT teams, and vendors
  • Manage:
    • Scope, timelines, budgets, and quality
    • Project risks, issues, and dependencies
  • Drive Agile delivery execution (Sprint planning, backlog grooming, stand-ups)
  • Act as Scrum Master when required
  • Ensure clear communication and stakeholder alignment across global teams
  • Deliver projects in alignment with governance standards and best practices
Domain Expertise - Asset Management (Mandatory)

  • Strong understanding of:
    • Front Office, Middle Office, and Back Office functions
  • Hands-on knowledge of investment products:
    • Equities, Fixed Income, Derivatives, Mutual Funds, ETFs
  • Experience with:
    • Portfolio Management
    • Trade Lifecycle & Settlement
    • NAV Calculation & Fund Accounting
    • Performance & Attribution
  • Regulatory knowledge:
    • SEC, FINRA, AML, KYC, ESG reporting
  • Familiarity with:
    • Order Management Systems (OMS)
    • Market Data & Reference Data
  • Experience in:
    • Sales & Distribution in Asset Management
    • Institutional & Intermediary business
Technical & Delivery Skills

  • Strong Project Management tools:
    • JIRA, Confluence
  • Agile methodology expertise:
    • Sprint planning, backlog grooming, delivery tracking
  • Exposure to data and integration environments:
    • ETL pipelines
    • AWS Glue
    • Snowflake
Preferred Technical Background (Nice-to-Have)

(Only if candidate comes from technical PM background)

  • AWS Cloud & DevOps exposure (Jenkins pipelines)
  • Code quality tools:
    • SonarQube, Veracode, X-Ray
  • Understanding of backend systems:
    • Java (Java 11 / 17)
    • Microservices architecture
    • REST APIs
    • Couchbase
  • Knowledge of:
    • Git branching strategies
    • Containerization technologies
Additional Expectations

  • Strong stakeholder management and communication skills
  • Experience working with global delivery teams and third-party vendors
  • Ability to bridge business and technology teams effectively

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