Registered Funds Associate Project Manager – Operations

Responsibilities

• Creates and manages project plans, weekly objectives, meetings and open items
• Coordinates project specific documentation: fund details, request lists, report matrices, calendars, daily flows, close out summaries, and requirements for special development, processes, or files
• Coordinating calls for multiple departments and outside contacts
• Provides Relationship Management support during project cycles
• Gathers and documents department statuses for the overall project plans
• Supports or coordinates special corporate or team projects as needed
• Contributes to the establishment and maintenance of procedures, project templates and documentation for the Project Team

• MUST have at least 3 years’ experience with financial services, fund accounting, fund administration, or fund operations, ideally with registered funds
• Willing to consider someone with retail alternative or private markets experience
• Bachelor’s Degree or equivalent work experience
• Understanding of mutual fund operations
• Dynamic personality with strong project management, leadership, and interpersonal skills
• Ideal candidate will have experience creating and managing project plans in a mutual fund operations environment
• Strong problem solving, analytical, detail-oriented, multi-tasking and decision making skills
• Intermediate computer skills (Advanced in Excel preferred)
• Strong communication and written skills
• Strong customer service skills
• Must be willing to work on site in one of our offices at least 6 days/month