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Allvue Systems

Investment management software with asset servicing

Lead Project Manager

Project ManagementUpdated on Nov 10
Full-timeCoral Gables, FL, USAIn-person

About the Job

Requirements

  • Independently manage client-facing software implementation or technology projects through the full project lifecycle.
  • Understand project management principles, the software development lifecycle (SDLC), and implementation delivery models.
  • Manage multiple concurrent projects and priorities within established delivery frameworks.
  • Analyze project issues, evaluate alternatives, and exercise sound judgment in resolving delivery challenges.
  • Manage project scope, schedules, risks, dependencies, budgets, and stakeholder expectations.
  • Influence and align cross-functional teams and stakeholders without direct reporting authority.
  • Have strong organizational, analytical, problem-solving, and decision-making skills.
  • Communicate effectively with clients and translate between technical and business stakeholders.
  • Operate independently on established assignments and recognize when issues require escalation or broader organizational input.
  • Have working knowledge of Agile, Scrum, Waterfall, and/or hybrid project management methodologies.
  • Be proficient with project and delivery management tools such as Jira, Confluence, MS Project, or equivalent platforms.
  • Be familiar with enterprise software implementations, data integrations, system workflows, and software development processes.
  • Be proficient with Microsoft Office Suite and collaboration tools.
  • Use project metrics, reporting, and delivery data to monitor project health and support informed decision-making.
  • Have approximately 5 years of related project management, implementation, consulting, or technology delivery experience, including client-facing software implementations.
  • Demonstrate experience independently managing projects involving cross-functional technical and business stakeholders.
  • Use AI-enabled tools to support project planning, execution, risk management, documentation, analysis, and stakeholder communication.
  • Apply AI tools to synthesize project information, identify risks and dependencies, and improve the efficiency and quality of project delivery activities.
  • Evaluate AI-generated outputs for accuracy, relevance, and completeness, applying professional judgment before incorporating outputs into project deliverables or client communications.
  • Identify opportunities to incorporate AI into project management workflows while following company requirements for data security, confidentiality, privacy, and responsible AI use.
  • Learn and apply evolving AI tools and capabilities relevant to project and implementation management.
  • Communicate project information, risks, recommendations, and decisions effectively in written and verbal English, adapting communication to technical and business audiences.
  • Have a bachelor's degree in Computer Science, Information Systems, Engineering, Business, or a related field, or equivalent relevant experience.

Responsibilities

  • Manage the full lifecycle delivery of multiple concurrent client implementation projects, ensuring alignment with contractual scope, timelines, budgets, quality standards, and defined delivery processes.
  • Develop and maintain project plans, milestones, dependencies, resource requirements, and delivery commitments.
  • Coordinate project execution from initiation through testing, client acceptance, production readiness, and project completion.
  • Monitor project performance against established objectives and implement or recommend corrective actions when delivery deviates from plan.
  • Apply established project management practices while adapting execution approaches to project requirements, risks, and client needs.
  • Manage project financials, including budget tracking, forecasting, resource utilization, and variance analysis, and escalate material financial risks or deviations as appropriate.
  • Identify, assess, and manage project risks and dependencies across technical delivery, resourcing, timelines, and client responsibilities.
  • Develop and coordinate mitigation plans for project risks and issues, escalating matters requiring broader authority or senior leadership intervention.
  • Manage project scope through established change-control processes, assessing and communicating schedule, resource, contractual, and financial implications.
  • Maintain project governance, documentation, status reporting, and delivery metrics to support project oversight and decision-making.
  • Coordinate execution across engineering, product, QA, and other cross-functional teams throughout the software development and implementation lifecycle.
  • Facilitate resolution of project issues involving competing priorities, dependencies, resource constraints, or differing stakeholder requirements.
  • Influence cross-functional teams and stakeholders to meet project commitments without direct reporting authority.
  • Facilitate project meetings, decision-making, issue resolution, dependency management, and action tracking across internal and external stakeholders.
  • Analyze project health and delivery information to identify trends, risks, and potential barriers to successful execution.
  • Serve as the primary day-to-day project interface for assigned clients, building productive relationships and managing expectations throughout the project lifecycle.
  • Communicate project status, milestones, risks, dependencies, decisions, and mitigation plans to internal and external stakeholders.
  • Facilitate alignment between technical and business stakeholders to support timely decisions and successful project delivery.
  • Navigate stakeholder concerns and competing priorities, escalating issues when resolution requires authority beyond the role's scope.
  • Support client satisfaction and retention through consistent communication, effective project management, and delivery against agreed commitments.

Desired Qualifications

  • Experience in financial services, alternative investments, or lending platforms.
  • PMP, PRINCE2, CSM, or equivalent project management certification.

About the Company

Allvue Systems

Investment management software with asset servicing

Allvue Systems provides subscription-based investment software that helps financial institutions manage investments. Its platforms cover performance attribution to model asset returns, enterprise data management to consolidate data into a single source, data warehousing for ETL, and asset servicing for back-office operations. The products are integrated into one system, delivering real-time data and analytics to support decision-making. Compared with competitors, Allvue focuses on an end-to-end, cohesive suite that serves a wide range of clients from CLO managers and private debt to banks and real estate investors, enabling clients to run investment processes within a single platform rather than juggling separate tools. The goal is to help clients make informed decisions and improve investment outcomes through reliable data and actionable analytics.

Company size
501-1,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Coral Gables, FL
Founded
2019

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