Project Manager – Investment Management / IBOR
Altrapoint
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Job summary
Altrapoint is seeking an experienced Project Manager to lead technology and business transformation initiatives for an asset/investment management environment. The role requires coordinating across investment operations, technology, data engineering and business teams to deliver complex programs.
The ideal candidate brings 4–7+ years in project delivery for technology transformations, deep knowledge of Agile/SAFe, and familiarity with IBOR, portfolio accounting and investment data platforms.
Qualifications
- Investment management PM experience within Asset/Investment Management.
- IBOR / investment technology: experience delivering projects involving IBOR, portfolio accounting or investment data management.
- Project Delivery: 4–7+ years managing technology transformation or systems implementation projects.
- Agile: strong understanding of Agile, Scrum, SAFe or hybrid delivery.
- Stakeholder Management: experience coordinating technical teams, business stakeholders and third‑party vendors.
- Governance: RAID logs, budgets, dependencies and delivery milestones.
- Investment platforms such as Charles River, Eagle, Bloomberg AIM or similar.
- Investment data migration, cloud transformation or systems integration.
- Azure DevOps, Planview, PMP or SAFe certification.
Responsibilities
- Lead end-to-end delivery of technology transformation, system integration and implementation projects.
- Manage project plans, budgets, timelines, risks, dependencies and stakeholder reporting.
- Coordinate delivery across investment operations, technology, data engineering and business teams.
- Drive Agile / Scrum delivery processes, managing project milestones and cross-functional workstreams.
- Oversee requirements gathering, testing, implementation and post-go-live activities.
Skills
Tools
Job description
Location: Remote / Hybrid – Pittsburgh, PA (Eastern Time Zone preferred)
Employment: Full-Time, Permanent
We are supporting a leading global investment manager seeking an experienced Project Manager to deliver complex technology and business transformation initiatives.
The successful candidate will have strong Project Management experience within Asset or Investment Management, with exposure to Investment Book of Record (IBOR), portfolio accounting, investment data management or related investment technology platforms.
This is an opportunity to work on significant transformation programmes involving investment operations, technology, data and platform modernization.
- Lead end-to-end delivery of technology transformation, system integration and implementation projects.
- Manage project plans, budgets, timelines, risks, dependencies and stakeholder reporting.
- Coordinate delivery across investment operations, technology, data engineering and business teams.
- Drive Agile / Scrum delivery processes, managing project milestones and cross-functional workstreams.
- Oversee requirements gathering, testing, implementation and post-go-live activities.
- Investment Management: Proven Project Management experience within Asset Management, Investment Management or investment-focused financial services.
- IBOR / Investment Technology: Experience delivering projects involving IBOR, portfolio accounting, investment data management or related investment platforms.
- Project Delivery: 4–7+ years of experience managing technology transformation or systems implementation projects.
- Agile: Strong understanding of Agile, Scrum, SAFe or hybrid delivery methodologies.
- Stakeholder Management: Experience coordinating technical teams, business stakeholders and third-party vendors.
- Strong project governance experience, including RAID logs, budgets, dependencies and delivery milestones.
- Investment platforms such as Charles River, Eagle, Bloomberg AIM or similar.
- Investment data migration, cloud transformation or systems integration.
- Azure DevOps, Planview, PMP or SAFe certification.
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