Project Manager - Core Banking Transformation

ABeam Consulting

$120K — $150K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of IT consulting or system integration experience
  • Experience in project management roles within financial institutions, preferably banks
  • Hands-on experience in test planning and execution management
  • Strong logical thinking and structured communication skills
  • Proficient in creating clear, organized documentation for complex requirements
  • Business-level proficiency in Japanese and English
  • Willingness to travel to NYC monthly if not locally based.

Responsibilities

  • Lead the creation of a comprehensive Test Plan for the bank's core banking system replacement project
  • Engage with stakeholders to gather and refine testing requirements through rigorous discussions
  • Define and enhance the structure of the test plan using insights from past projects as references
  • Develop detailed appendices for each testing phase with clear criteria and roles
  • Manage feedback loops and document versions to ensure accuracy and timeliness
  • Track outstanding items and facilitate Q&A processes during the testing phases
  • Progressively build the test plan content based on stakeholder contributions and requirements.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Disability and life insurance
  • Flexible spending accounts
  • Flextime off
  • 401(k) plan with employer match
Full Job Description
Project Manager - Core Banking Transformation

Position Overview
- Lead creation of the comprehensive Test Plan for the bank's market system replacement project (Calypso integration) as a manager or a consultant.
- The test plan covers the full scope of the system replacement, not just individual systems, but the entire system in scope, including Calypso, peripheral systems (GL, trade booking/settlement systems), and downstream systems, including EUC tools.
- Engage with stakeholders across each system workstream to gather testing requirements and iteratively build out the plan through structured discussions and reviews.

Project Summary
- Integration of the market transaction management system (Calypso) covering derivative products and related workflows to replace the existing legacy system in the New York branch of a Japanese bank.

Target Documentation Scope
- Overall Test Plan covering: Calypso core system, peripheral systems, and downstream systems, including EUC.
- Test Plans for respective Testing phases, including: Interface Testing (IT), System Testing (ST), UAT, and related test specifications.

Roles & Responsibilities
- Define the test plan structure (table of contents) as a starting point and enhance it referencing the materials created in other projects (e.g., London branch test plans) as inputs.
- Conduct working sessions with stakeholders, system owners, and test execution leads for respective systems to gather requirements, present drafts, and incorporate feedback.
- Build out plan content progressively based on discussion outputs; manage document versions and review cycles.
- Develop appendices for each test phase (IT, ST, UAT) with scope, approach, entry/exit criteria, and roles.
- Track open items and manage Q&A to ensure timely resolution.

Minimum Qualifications
Experience as a consultant, IT vendor, or employee of a financial institution (preferably a bank), with experience in as a project manager or leadership role for one or more of the following areas for or within financial institutions (particularly banks):
- Business transformation initiatives
- Core banking system implementation or modernization
- Operational efficiency improvement initiatives
-10+ years of experience in IT consulting or system integration.
- Experience in waterfall system development projects, with hands-on involvement in test planning and test execution management.
- Strong ability in consulting basics: logical thinking, structured communication, facilitation, interview, documentation, and the ability to present and explain documents to diverse audiences
- Lead and educate team members in project work as well as consulting skills.
- Strong facilitation and interview skills - able to lead working sessions with stakeholders and extract actionable requirements.
- Proven ability to write clear, well-structured planning documents - able to organize complex requirements into logical, easy-to-follow documentation.
- Solid task and quality management skills - able to manage multiple workstreams, track progress, and maintain document quality independently.
- Proficiency in Microsoft Office (Word, Excel, PowerPoint).
- Bachelor's degree
- If not located in NYC area, must be willing to travel to NYC on a monthly basis.
- Business-level proficiency in both Japanese and English.

Desired Qualifications
- Experience in large-scale system implementation or replacement projects (mid-to-large scale).
- Experience in financial institutions (banking, securities, or asset management)
- Basic understanding of market or treasury business (FX, derivatives, fixed income, etc.)
- Experience in interface design between systems (front-office 14 accounting/settlement).
- Experience in EUC decommissioning or migration projects.
- Some familiarity with application development (e.g., SQL, NET, VBA/macro development)
ABeam offers a comprehensive benefits package to our full-time employees
  • Medical
  • Dental
  • Vision
  • Disability & Life Insurance
  • Flexible spending accounts
  • Flextime off
  • 401(k) with employer match

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