Project Manager, Business Systems​/ Tech Analyst

Project Manager in Deputy COO’s Office

We are seeking a highly organized, analytical, and strategic PMO professional to support enterprise-wide initiatives and operational transformation programs within a Registrar and Transfer Agency (RTA) environment. This role, positioned within the Deputy COO’s Office, will drive execution excellence across strategic business, operations, compliance, and technology initiatives while ensuring strong governance, stakeholder alignment, and delivery oversight.

The ideal candidate will possess strong experience in PMO governance, cross-functional program management, and strategic execution within financial services, capital markets, securities servicing, mutual funds, or Fin Tech environments. The role requires close collaboration with senior leadership to translate corporate strategy into actionable plans and measurable outcomes.

Responsibilities:

1. PMO Governance & Strategic Program Delivery
Establish, standardize, and enforce PMO governance frameworks, project controls, methodologies, and reporting standards across business units.
Lead and govern large-scale strategic initiatives directly aligned with the Deputy COO’s priorities.
Oversee end-to-end project lifecycle management from initiation through closure.
Ensure adherence to timelines, budgets, scope, quality standards, and organizational objectives.
Drive governance cadence through steering committees, executive reviews, and project status reporting.

2. Portfolio & Transformation Management
Manage and track enterprise project portfolios across:
Investor servicing
Transfer agency operations
Mutual fund servicing
KYC/AML initiatives
Regulatory compliance
Digital onboarding
Process automation
Corporate actions
Technology transformation initiatives
Maintain centralized dashboards, portfolio trackers, and executive MIS reporting mechanisms.
Monitor interdependencies, project health, milestones, and resource utilization across concurrent initiatives.

3. Executive Reporting & Analytical Insights
Design and present high-impact leadership dashboards and executive presentations for senior management review.
Analyze operational data, project metrics, KPIs, and performance trends to provide actionable business insights.
Track risks, bottlenecks, dependencies, and escalation items with proactive mitigation planning.
Support strategic decision-making through data-driven reporting and recommendations.

4. Stakeholder & Cross-Functional Coordination
Act as a central liaison between the Deputy COO’s office and internal/external stakeholders.
Coordinate with Operations, Compliance, Risk, Technology, Legal, Finance, Client Services, and vendor teams.
Facilitate seamless communication across leadership levels, clients, custodians, partners, and regulatory stakeholders.
Drive collaboration to resolve project bottlenecks and align priorities across functions.

5. Risk, Compliance & Audit Management
Maintain RAID logs (Risks, Assumptions, Issues, Dependencies) and governance documentation.
Ensure projects align with regulatory guidelines, internal policies, and audit requirements.
Support audit readiness, control tracking, compliance reporting, and governance reviews.
Monitor project risks and escalation management frameworks.

6. Financial & Resource Management
Support project budgeting, forecasting, procurement, and vendor management activities.
Track project costs, vendor invoices, resource allocation, and utilization metrics.
Assist leadership in capacity planning and prioritization of strategic initiatives.

7. Change Management & Process Excellence
Facilitate organizational change management and transformation readiness initiatives.
Drive PMO maturity improvements and operational efficiency programs.
Promote best practices in governance, reporting, process optimization, and project delivery methodologies.
Act as a strategic coordination partner to the Deputy COO by participating in key business and governance meetings, capturing meeting minutes, tracking action items, and ensuring timely follow-through on decisions and deliverables.
Manage the Deputy COO’s calendar, meeting schedules, priorities, and coordination to support effective time management and executive…