Project Manager or Business Analyst; Bloomberg Port Migration REMOTE

About the Opportunity

We are seeking a dynamic and experienced professional to join our Technology team as a Hybrid Project Manager / Business Analyst. This unique role combines the critical skills of project management with the analytical expertise of a business analyst. The ideal candidate will have a strong background in project management, technology integration, business analysis, data management, and streamlining/automation of repetitive processes, particularly within the investment management industry.

This role requires a proactive leader with excellent analytical, communication, and problem-solving skills.

• Lead and manage projects and parts of larger projects from initiation to completion, ensuring objectives are met within scope, time, and budget.
• Develop and maintain detailed project plans, including timelines, milestones, risk management strategies, and resource allocation.
• Coordinate with cross-functional teams, stakeholders, and external vendors to ensure seamless project execution.
• Monitor project progress, proactively addressing any issues or roadblocks.
• Uphold project management best practices and company standards, ensuring comprehensive documentation.
• Prepare detailed reports and presentations for senior management and stakeholders.
• Oversee vendor integration projects, including data mapping, business use case definition, and business function mapping.
• Manage the full lifecycle of vendor integration, from initial business requirements and vendor selection to implementation and business model integration.
• Perform in-depth analysis of business processes, systems, and user needs to identify improvement opportunities.
• Elicit, document, and manage business requirements through interviews, workshops, and data analysis.
• Develop functional specifications, process diagrams, and use cases for communication with technical teams.
• Collaborate with stakeholders to define project scope, objectives, and deliverables.
• Evaluate and recommend solutions that align with business goals and objectives.
• Contribute to data governance practices to define and improve data lineage, processes, accuracy, and cataloging.
• Utilize data analysis and automation tools such as Power BI, SQL, VBA, and Excel to support business teams in creating data-driven solutions.

Education:

BA/BS required, MBA or other advanced degree preferred.

• 5-7 years of experience in the investment management industry.
• Proven track record in project management and business analysis, with successful project delivery.
• Advanced understanding of investment systems and full-cycle vendor product management.
• Proficiency in project management methodologies (e.g., Agile, Waterfall) and tools (e.g., MS Project, JIRA).
• Strong analytical, problem-solving, and communication skills, with the ability to translate complex business processes into actionable requirements.
• Prior experience in the fixed income asset class.
• Advanced level knowledge of Power BI, SQL and Office 365 and working knowledge of VBA and other automation tools.

Blake Smith Staffing