Project Manager - Associate

iCapital

$75K — $90K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5 years' experience in project or program management
  • Familiarity with the Software Development Life Cycle (SDLC)
  • Proficient in Waterfall or Agile methodologies
  • Strong knowledge of MS Office Suite and project management tools
  • Project Management Certifications (PMP, CSM, etc.) are a plus
  • Experience in Six Sigma or Lean methodologies is advantageous
  • Background in Financial Services, especially Life Insurance or Annuities is favorable

Responsibilities

  • Deliver outstanding customer support to clients and internal teams
  • Ensure project deliverables are completed on time and within budget
  • Monitor project financials and maintain adherence to client budgets
  • Achieve project timelines as per plan or sooner
  • Optimize resource allocation and coordinate work effectively
  • Manage project scope changes for client approval and minimal impact
  • Track key performance metrics in line with company standards
  • Maintain accurate project data and documentation across management systems

Benefits

  • Annual performance bonus
  • Equity options for all full-time employees
  • Employer matched retirement plan
  • Comprehensive healthcare benefits with fully paid dental and vision
  • Flexible work options with in-office requirements Monday-Thursday and remote Fridays
  • Unlimited paid time off (PTO)
  • Parental leave policy
Full Job Description
About the Role

iCapital is looking to hire an Associate Project Manager (PM) to support external clients throughout the project implementation and software development lifecycle. The PM is responsible for managing client statements of work, facilitating requirements analysis and design, baselining project plans, keeping the client informed of project progress, tracking and communicating financial status, ensuring timeline schedule, managing change, mitigating risk, and working with the client to facilitate on time, on budget project deliveries.

Responsibilities
  • Provide exceptional customer service to external clients and internal teams.
  • Manage project deliverables to ensure completion on schedule, within budget, and to client satisfaction.
  • Maintain project financial performance within approved client budgets and assessments.
  • Deliver project timelines on or ahead of schedule according to plan.
  • Manage resource allocation through accurate bookings and effective coordination of work product delivery.
  • Assess, communicate, and manage project scope changes to secure client approval and minimize project impact.
  • Track and achieve productivity, utilization, and margin metrics in accordance with established company guidelines.
  • Maintain accurate project data, including resourcing, task management, bookings, time recording, budgets, timelines, dependencies, and other required details within project management systems.
  • Meet established KPIs in alignment with Project Management requirements.

Qualifications
  • 3-5 years' experience in project or program management
  • Experience with the Software Development Life Cycle (SDLC)
  • Experience with either Waterfall or Agile methodologies
  • Strong knowledge of MS Office Products: Word, Excel, Outlook, PowerPoint, Project, SharePoint and Visio
  • Experience with project management software (JIRA, MS Project, etc.)
  • Project Management Certifications are a plus (i.e. PMP, CSM, CAPM, SAFe)
  • Six Sigma or Lean process improvement experience is a plus
  • Financial Services, particularly Life Insurance or Annuities is a plus

Benefits

The base salary range for this role is $75,000 to $90,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: [redacted] | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

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