Project Manager - Investment Fund

Analytic Recruiting Inc.; Madison (WI); On-site; USD 130,000 - 175,000; Full time

Job summary

A leading financial services firm is seeking a dynamic Project Manager to lead complex, high-impact projects from concept to completion. This role requires deep investment industry knowledge and strong project management skills. The ideal candidate has over 5 years of experience and will work in Madison, WI, with a salary range of $130,000 to $175,000 plus a bonus.

Qualifications

• 5+ years of project management experience within investment management or financial services.
• Proven success leading complex, enterprise-level initiatives across investment operations.
• Strong understanding of modern software implementation practices and change management.

Responsibilities

• Take full ownership of project delivery — from defining scope to ensuring implementation.
• Align stakeholders across the organization, championing collaboration and accountability.
• Anticipate challenges, mitigate risks, and keep projects on track.

Skills

Project management experience

Collaboration

Problem-solving

Stakeholder alignment

Education

PMP or similar project management certification

Tools

Investment operations systems

Software implementation tools

Job description

A well-established investment fund managing over $100 billion in AUM is seeking a dynamic Project Manager who thrives on collaboration, structure, and execution excellence to lead complex, high-impact projects from concept to completion. This role has deep investment industry knowledge to allow for effective design, modeling, analysis, system implementation and testing.

Pay Range: $130,000.00/yr - $175,000.00/yr

Compensation: Up to 175k base + 30% bonus

Location: Madison, WI (3 days/week for residents within 1 hour, 1 day/week otherwise)

Visa sponsorship: NOT AVAILABLE

• Take full ownership of project delivery — from defining scope and timelines to ensuring seamless implementation.
• Align stakeholders across the organization, championing collaboration and accountability.
• Anticipate challenges, mitigate risks, and keep projects on track through proactive communication and structured problem-solving.
• Lead cross-functional sessions to gather insights, drive alignment, and turn strategic goals into actionable outcomes.
• Maintain rigorous attention to project budgets, documentation, and reporting.
• Ensure project success through effective testing, user training, and continuous improvement.
• Keep leadership informed through transparent updates and performance metrics.

• 5+ years of project management experience within investment management or financial services
• Proven success leading complex, enterprise-level initiatives across investment operations
• Strong understanding of modern software implementation practices and change management
• Comprehensive knowledge of front-to-back investment operations, including systems, workflows, and data flows supporting investment processes
• Exposure to multiple asset classes, security types, and investment strategies, with an ability to connect business and technology perspectives
• PMP or similar project management certification preferred

Seniority Level

Mid-Senior level

Employment Type

Full-time

Job Function

Analyst and Information Technology

Industries

Investment Management, Investment Banking, and Financial Services