The Investment Operations Technology Program Manager is responsible for leading complex technological initiatives that support Investment Operations & Fund Treasury driving operational efficiency and enabling strategic business objectives. This role combines project management expertise with program-level oversight, ensuring successful delivery of initiatives, smooth staff transitions, and alignment with organizational priorities.

Responsibilities:

Project & Program Management

·       Lead technology projects from initiation through delivery, ensuring alignment with strategic goals.

·       Drive Planning Increment (PI) activities, including backlog prioritization, dependency management, and risk mitigation.

·       Own Quarterly PI objectives setup, presentation, and reporting.

·       Partner with tech leads, sponsors, and stakeholders to ensure deliverables meet business needs and compliance standards.

·       Track progress against milestones, proactively escalate risks, and ensure timely delivery of outcomes.

·       Manage resources and timelines across multiple concurrent projects.

·       Facilitate effective communication across teams, ensuring transparency and accountability.

·       Demonstrates the ability to think independently and translate strategic goals and initiatives into tactical, detailed, actionable steps. Has a results-oriented mindset.

Governance & Oversight

·       Ensure adherence to project governance frameworks, including documentation, reporting, and compliance requirements.

·       Maintain project artifacts such as charters, roadmaps, and transition plans.

·       Accountable for departmental service delivery process, metrics, and reporting

·       Facilitate monthly department meetings.

·       Monitor KPIs and success metrics to evaluate projects/department performance.

·       Provide regular updates to leadership and sponsors on project status, risks, and dependencies.

·       Escalate risks, issues, and dependencies promptly.

Transition & Staff Oversight

·       Oversee onboarding and offboarding processes for staff transitions, maintaining continuity of portfolio management activities.

·       Coordinate transition plans to ensure knowledge transfer and minimize disruption to operations.

·       Support workforce planning, role alignment, and resource allocation during transitions.

·       Partner team leads to ensure smooth integration of new staff and effective offboarding of departing staff

Stakeholder Engagement

·       Build strong relationships with business partners, sponsors, and cross-functional teams.

·       Facilitate PI workshops, planning sessions, and retrospectives to align stakeholders and drive outcomes.

·       Serve as liaison to Enterprise PMO teams and other IT/Business Program leadership teams.

Basic Qualifications:

·       7 years of experience in project and program management in the financial services industry, preferably in capital markets/investment management domain

·       7 years of experience with risk identification and mitigation

·       7 years of experience with Microsoft Office Professional, including Word, Excel, PowerPoint, and Project as well as Visio

·       Bachelor’s degree and 7 years project management experience

Preferred Qualifications:

·       PMP, SAFe, or equivalent certification preferred.

• Strong knowledge of Agile methodologies, PI planning, and portfolio management practices.
• Experience building Jira and Confluence dashboards and basic SQL a plus
• Knowledge of Investment Operations functions within a top tier asset manager or service provider preferred.
• Self-starter who can work in ambiguous environment and adjust to changing business needs.
• Excellent written and verbal communication skills, with the ability to convey complex information clearly and effectively to multiple audiences.
• Ability to manage multiple priorities and deliver results under tight deadlines.
• Familiarity with transition planning, onboarding/offboarding processes, and workforce management.
• Experience with project management tools such as: Clarizen, Planview, MS Project, Jira Big Picture, etc.
• Build and strengthen key partnerships across the organization.
• Ability to work independently with minimal supervision.