Front Office Project Manager - Investments - Goodman Masson

ZipRecruiter; City Of London; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading investment management firm in London is seeking a Front Office Project Manager to lead change initiatives that enhance the tools and systems for portfolio managers. This hands-on role involves working closely with stakeholders and managing project delivery from start to finish. The ideal candidate has proven experience in project management within asset management, strong analytical skills, and proficiency in tools like FactSet and Bloomberg.

Qualifications

• Proven experience as a Project Manager / Change Manager within asset management.
• Strong knowledge of investment processes and portfolio management tools.
• Excellent stakeholder management and communication skills.

Responsibilities

• Lead front-office change projects from requirements gathering through to delivery.
• Work closely with stakeholders to define needs and translate them into project outcomes.
• Manage project plans, budgets, timelines, and risks.

Skills

Project Management

Stakeholder Management

Analytical Skills

Communication Skills

Education

Recognised project management qualification (PRINCE2, PMP, Agile)

Tools

FactSet

Bloomberg

Snowflake

Alteryx

Power BI

MS Project

Excel

Job description

Overview

We are seeking a highly motivated Front Office Project Manager – Investments to deliver change initiatives within a leading investment management environment. This role is focused on managing front-to-back projects that enhance the tools, systems, and processes used by portfolio managers and research teams. You will act as the key link between investment professionals and project/change functions, ensuring business needs are captured, translated, and delivered effectively. This is a hands-on role with visibility to senior stakeholders and real impact on how investment teams operate.

Key Responsibilities

• Lead front-office change projects from requirements gathering through to delivery and post-implementation.
• Work closely with portfolio managers, research analysts, and senior stakeholders to define needs and translate them into actionable project outcomes.
• Deliver and optimise use of front-office systems and data platforms such as FactSet, Bloomberg, Snowflake, Alteryx, and Power BI.
• Improve governance, risk processes, and investment data infrastructure to support decision-making.
• Coordinate across business, change, and technology teams to ensure aligned project execution.
• Manage project plans, budgets, timelines, and risks, ensuring delivery of agreed outcomes.
• Embed solutions into front office teams, with appropriate documentation, training, and stakeholder support.

Skills & Experience

• Proven experience as a Project Manager / Change Manager within asset management, wealth management, or capital markets.
• Strong knowledge of investment processes, research workflows, and portfolio management tools.
• Hands-on experience with front-office platforms: FactSet, Bloomberg, and ideally Snowflake, Alteryx, Power BI.
• Recognised project management qualification ( PRINCE2, PMP, Agile) desirable.
• Excellent stakeholder management and communication skills, with experience engaging senior leaders.
• Strong analytical and problem-solving skills, with high attention to detail.
• Proficiency in MS Project, Excel, and other Microsoft Office tools.

Ideal Background

• Front-office change, transformation, or investment operations project experience.
• Exposure to product governance, risk management, and regulatory frameworks in investment management.
• Track record of delivering projects that improve investment platforms, tools, or processes.