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G MASS

Assistant Vice President - Client Integration, Project Manager

Project ManagementPosted on Nov 10
Full-timeMiami, FL, USANo salary listed

About the Job

Requirements

  • A degree or related professional qualification is required.
  • At least 3 years of project management experience delivering client onboardings, conversions, or change in fund administration or investment operations.
  • At least 3 years of client services experience in the asset management industry, ideally at a fund administrator or alternatives services provider.
  • At least 2 years of people and resource management experience.
  • At least 5 years of experience in financial services, with a demonstrated interest in financial markets and the hedge fund industry.
  • Business analysis experience and knowledge of listed and over-the-counter products.
  • Ability to manage multiple projects and stakeholders simultaneously and prioritize against deadlines.
  • Proficiency in Microsoft Office applications.

Responsibilities

  • Project-manage new client launches and conversions, New Business Existing Client launches, ancillary-service onboarding, and major service-level agreement changes.
  • Coordinate with relevant teams to ensure internal workflows meet client needs and capture unique requirements.
  • Coordinate internal and external stakeholders so project scope is documented, agreed, and completed during planning.
  • Act as a stakeholder in developing new clients and business, and serve as a direct source of information to Business Development.
  • Participate in departmental and company-wide projects, process improvements, and strategic initiatives within the Client Integration team.
  • Track projects, progress, status, and deadlines, and produce management information system reporting.
  • Manage operational risk, including monthly status reporting on key developments to external clients and executive management, with emphasis on escalation and complaints management.
  • Manage virtual project teams, the pipeline, and project and resourcing plans.
  • Support recruitment, training, and development of the project team, and help ensure adherence to departmental procedures and policies.

Desired Qualifications

  • Accounting experience, middle-office experience, formal project management qualifications, and relationship management experience are desirable but not essential.

About the Company

Company size
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Total funding
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Founded
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