Capital Markets & Middle Office Projects Lead

Phyton Talent Advisors

New York (NY)

On-site

USD 150,000 - 230,000

Full time

3 days ago

Be an early applicant

Application generator

Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.

Get past ATS filters

Job summary

A leading global hedge fund is seeking an experienced Project Manager – Capital Markets Operations & Middle Office to lead strategic initiatives across the firm's investment operations and middle-office platform.

This individual will partner closely with Operations, Middle Office, Trading, Portfolio Management, Treasury, Finance, Risk, Technology, Compliance, and external service providers to deliver complex, cross-functional projects supporting the firm's trading and investment activities.

Qualifications

Bachelor's degree in Finance, Economics, Business, Information Systems, or related discipline.
8–15+ years of relevant financial-services experience, including project/program management.
Strong background in hedge funds, investment managers, investment banks, or capital markets.
Knowledge of Capital Markets Operations and Middle Office.
Understanding of front-to-back trade lifecycle across asset classes.
Ability to lead large, complex projects with multiple stakeholders.
Experience with requirements, process mapping, operating model design, UAT, implementation, and change management.
Identify operational risks, dependencies, and control gaps; develop practical solutions.
Strong executive communication and presentation skills.
Influence stakeholders without direct authority; highly organized in a fast-paced environment.
Experience with third-party vendors, prime brokers, custodians, and market utilities is preferred.

Responsibilities

Lead complex projects and strategic initiatives across Capital Markets Operations, Middle Office, Investment Operations, Treasury, and related functions.
Manage projects through the complete lifecycle from requirements to post-production stabilization.
Partner with Trading, Portfolio Management, Operations, Technology, Risk, Finance, Treasury, Compliance, Legal, and Product Control to define requirements and objectives.
Develop detailed project plans with scope, milestones, deliverables, dependencies, resources, risks, and timelines.
Drive initiatives involving trade capture, confirmations, settlements, reconciliations, collateral, margin, cash management, and regulatory reporting.
Support front-to-back operating model enhancements across the trade lifecycle; improve STP, automation, scalability, controls, and resiliency.
Lead onboarding of new products, markets, counterparties, brokers, custodians, administrators, and technology platforms.
Coordinate readiness for new investment strategies and trading capabilities.
Evaluate workflows for gaps, risks, and control weaknesses; develop future-state processes.
Partner with Technology on system enhancements, integrations, and automation initiatives.
Translate business requirements into functional specs; ensure technology meets operational needs.
Coordinate UAT, defect management, implementation planning, data validation, parallel testing, and production rollout.
Manage dependencies and escalation issues; establish governance with steering committees and RAID logs.
Provide senior management with status, risks, dependencies, budgets, and key decisions.
Work with Operations leadership to prioritize the project portfolio based on value and regulatory needs.
Document operating procedures, controls, workflows, and governance post-implementation.