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Job Title: Asset Servicing – Jr. Project Manager (Middle Office)

Job Location: Irvine CA

Job Duration: 6-12 Months Contract 

Project Manager – Middle Office

Help a leading Middle Office Service Provider in end-to-end project execution for onboarding Asset Management to provide services

The Candidate is expected to work as Jr. Project Manager and assist the Sr. Program Manager in Middle Office Operations with end-to-end knowledge and Work Experience of 8 - 10 years. The projects predominantly involve migrating Middle Office operations, currently sitting in the Asset Management Company or another vendor and move them to the client. Candidate is expected to have previous work experience on end to end Asset Management functions in Middle Office.

Candidate is expected to be an expert in PMO and should have spent considerable amount of time and hands on experience in managing end to end global projects involving Middle Office function in Asset Management.

• Liaise with colleagues within the Client’s Global network covering UK, Europe, USA and APAC in defining business processes and strategic approaches to meet Investment Operations outsourcing deliverables.

• Coordination with global project teams and third-party vendors or client’s other Business units and the client

• Help Sr. PM track the project progress and handle team of SMEs, Business Analysts, Testing and other IT analysts

• Review, analysis and approval of detailed requirements and related documentation

• Responsible for implementing the project direction set by project steering committee and providing project oversight

• Provide visibility and control for Management / Key Stakeholders

• Enable Project team to deliver projects in a controlled manner

• Provide timely and standardized communication to project as well as management team

• Ensure the projects remain tied to strategy and priorities set by Project Committee

• Optimize the use of standard and automated processes to drive consistency and compliance across projects by ensuring set standards are being followed

• Provide a global view of resources, and effectively manage resource utilization

• Manage program quality reviews, analysis, status reporting activities 

• Update the repository of projects underway, work-plan, change requests, etc. 

• Gather project data and production of information/reports for management

• Ownership of administrative activities including reporting

Technical Domain Skills

• Individual is expected to be an expert in Project Management Skills and have hands on experience in this work stream. Has good amount of work experience in Middle Office function in Asset Management industry. PMP Certified individuals are preferred.

Section C: Technical Skills 

(Required technical skills of a candidate – i.e.VB, Lotus Notes, PeopleSoft, etc. in order of priority)

No 

Skill Years

Experience 

No 

Skill Years

Experience

1 Understanding of Project Management tool like MS Project 4-5 2 MS Word 4-5

3 MS Excel 4-5 4 MS PPT 4-5

Section D: Soft Skills

(including but not limited to Written, Verbal and Presentation skills)

No 

Skill Years

Experience 

No 

Skill Years

Experience

1 Stakeholder Management Strong 2 Communication Skills Strong

3 Analytical Skills Strong 4 Ability and willingness to ‘roll up the sleeves and do the work’ Strong

5 Ability to understand cultural nuances across other geographies Strong 6 Self-Motivated to drive critical projects Strong

Section E: Desirable Skills

(Skills that are desired but not required. i.e. nice to have)

No 

Skill Competency Level 

No 

Skill Competency Level

1 Agile and Scrum management Moderate 2 Understanding of BUAT and CUAT Approach Moderate 

Section F: Additional Information

1. Desired Educational or Professional Candidate:

 Minimum of 8-10 years relevant professional experience in the Investment Operations arena of the Asset Management industry.

 It is essential the candidate understands end-to-end Product and Trade Life-cycle

 Candidate must understand the impact of Investment Operations services to its front office and has hands-on experience of being involved in the day to day activity or running of Investment management operations processes and controls.  

 Candidate is expected to be flexible on working hours as conversion and testing activities which are part of global projects are often scheduled over the weekends.

 Of the project is executed for global locations, often there may be a need to participate in conversations at odd hours.

Thanks & Regards

Bhaskar

Email: Bhaskar.k(AT)tekwissen.com

734-418-7955