Project and Client Change Associate

Impax Asset Management Group; City Of London; Hybrid; GBP 50,000 - 75,000; Full time

Job summary

A leading asset management firm is seeking a Project & Client Change Manager to oversee the entire project lifecycle for various global projects. The successful candidate will lead coordination across multiple functional areas, managing client onboardings and strategic projects while ensuring high standards and timely delivery of objectives.

Qualifications

• 3+ years’ experience in project management within asset management.
• Understanding of different vehicle types (UCITS, ETFs, etc.).
• Advanced MS Office proficiency (Excel, PowerPoint, etc.).

Responsibilities

• Manage a Project/Change Portfolio with conflicting deadlines.
• Develop and oversee project plans and ensure clarity among stakeholders.
• Capture lessons learned for future project improvements.

Skills

Project Management

Time Management

Collaboration

Agile Methodology

Education

Project Management Qualification (Prince2, CAPM, PMP)

Tools

MS Office

JIRA

Tableau

Job description

ROLE PURPOSE

Project & Client Change Managers at Impax oversee the full project lifecycle for a wide range of global projects of strategic importance. The role provides co-ordination and leadership, across multiple functional areas, to implement change to a high standard. Projects cover new client onboardings, changes to existing clients and strategic projects.

You are expected to be:

• Agile, organized and able to simultaneously manage multiple projects with conflicting deadlines
• Comfortable working to tight deadlines, with strong time management skills and client oriented thinking
• Collaborative in person and virtually with your immediate team, and Impax subject matter experts across multiple business functions and seniority levels up to the executive level
• Leading and/or supporting projects globally, involving clients and co-workers in multiple geographies
• Hands-on and proactive, and able to deliver projects with decreasing supervision over time
• Solutions driven and offering new perspectives – remaining aware of the challenges Impax faces as a growing firm and share ideas
• Challenging the status quo through thought leadership on process evolution and industry recognized approaches to project management that Impax can leverage
• Able to familiarize with new systems quickly where required
• Demonstrating Impax’ core values: Be the solution, Passion for excellence, All voices heard, Doing better together, Building a common Future
• Hybrid working (3 days minimum in office per week)

KEY RESPONSIBILITIES

• Manage a Project/Change Portfolio: Often with multiple demanding, conflicting internal and external deadlines. Prioritise accordingly.
• Project Planning and Kick-off: Develop project plans based on project objectives and deadlines, taking into account team capacity and dependencies. Work with key project stakeholders to refine the project plan as required. Kick-off projects and ensure clarity and buy-in on the project plan and timelines from all stakeholders
• Project Management and Co-ordination: Oversee delivery of projects, including working with teams to identify and resolve issues as they arise, and maintaining a risk log. Provide verbal and written status updates as required.
• Project Closure: Ensure project objectives are delivered and co-ordinate feedback from involved teams. Capture lessons learned to leverage in future projects.
• Project Management Processes and Systems: Lead by example and maintain a culture of following defined processes and procedures, whilst contributing to the ongoing development and enhancement of Impax’s approach to project management (using project takeaways and lessons learned).
• Maintain a core understanding of Impax functions: Understand their inputs to varying change and project types (including Legal, Compliance, Reporting, Technology, Portfolio Managers, and Investment Team).

SKILLS, KNOWLEDGE, EXPERIENCE

Essential:

• 3+ years’ experience at an asset manager, or working with asset management clients, in a project management role
• An understanding of different vehicle types (UCITS, CITs, Mutual Funds, ETFs, Pooled Funds, SMAs and Model Delivery) and different listed asset classes
• Advanced proficiency in MS Office (Excel, PowerPoint, Word, Teams & SharePoint)
• Clear understanding of the trade lifecycle for equity and fixed income assets, and broader business functional inputs required to support the running of an equity or fixed income portfolio.

Desirable:

• An industry-recognised project management qualification (Prince2, CAPM, PMP, Six Sigma)
• New fund onboarding experience (Institutional Investors – Discretionary and Advisory)
• Project management and data visualization tools experience (MS Project, MS Planner, MS Visio, , JIRA, Tableau)