Implementation Project Manager

Responsibilities:

• Manage client relationships effectively to ensure project completion within agreed timeline.
• Create and manage detailed project plans for the assigned portfolio.
• Manage and coordinate internal CW, client, and third-party resources for project workstreams.
• Handle project commercials, including revenue recognition forecasts and unbilled bookings.
• Manage and report on resource allocation for the assigned portfolio.
• Take responsibility for project metrics such as utilization, go-live adherence, and project billing.
• Serve as a trusted client relationship manager, ensuring timely and accurate responses to client inquiries.
• Generate weekly status reports and hold weekly status meetings with clients and the project team.
• Facilitate a successful transition to the steady-state servicing team.

Required Skills:

• Good understanding of financial instruments (fixed income, Equities, funds etc)
• Basic understanding of accounting principles and JEs.
• Investment accounting and reporting knowledge
• Excellent client communication/handling to ensure project delivery.
• Intermediate Technical skills in JIRA, Excel, Clarizen and Salesforce.
• Ability to seek out, recommend and implement continuous service improvements within the project timeline (and future projects).
• Proven track record of delivering projects or workstreams for external clients.
• Expert Technical skills in project management tools.
• Familiarity with Software-as-a-Service (SaaS) platforms and Fintech solutions.

Background in Investment Accounting either on the job or via a qualification such as ACCA will be considered as an added advantage. Strong computer skills, including proficiency in Microsoft Office.

• Excellent attention to detail and strong documentation skills.
• Outstanding verbal and written communication skills.
• Exceptional problem-solving abilities.

Education and Experience:

• Bachelors & masters in finance or accounting.
• 8+ years relevant experience as Programme Manager/Senior Analyst/Workstream Lead/Team Lead.
• Financial Services Experience (Investment, Banking, Insurance, FinTech, etc).
• Consulting experience.
• Securities or financial markets experience.
• Proven experience implementing software solutions in Asset Management and/or Insurance space.