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.

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.

• 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.

• 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.

• Experience as a consultant, IT vendor, or employee of a financial institution (preferably a bank), with experience in 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 work streams, 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.

• 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 accounting/settlement).
• Experience in EUC decommissioning or migration projects.
• Some familiarity with application development (e.g., SQL, .NET, VBA/macro development).

• Medical
• Dental
• Vision
• Disability & Life Insurance
• Flexible spending accounts
• Flextime off
• 401(k) with employer match

ABeam Consulting provides all qualified applicants consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, protected veteran status, or any other legally protected class, in accordance with applicable law. ABeam Consulting participates in E-Verify.