Project Manager - Investment Manager

Beacon Hill; Boston (MA); Hybrid; USD 100,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Leave programs

Job summary

Beacon Hill is seeking a Project Manager in Boston to support a growing investment management business unit. You will partner with investments, operations, technology, legal, and compliance to drive strategic initiatives and improve processes.

This role blends project management with business operations and stakeholder engagement. You will manage multiple priorities, track milestones, prepare management materials, and contribute to governance and reporting across cross-functional teams.

Qualifications

• Bachelor's degree in Business, Finance, Economics, Management, or a related field.
• Experience in project management, business management, operations, or a similar role within financial services.
• Understanding of investment management, asset management, financial products, fund operations, or related environments preferred.
• Strong organizational skills with the ability to manage multiple priorities simultaneously.
• Excellent communication and relationship-building abilities.
• Strong analytical and problem-solving skills.
• Ability to work independently while collaborating effectively with diverse teams.
• Advanced proficiency with Microsoft Office applications, particularly Excel and PowerPoint.

Responsibilities

• Lead and coordinate projects from planning through execution.
• Partner with cross-functional teams to support strategic business initiatives.
• Track project milestones, risks, action items, and deliverables.
• Prepare presentations, reports, and materials for management meetings.
• Maintain project plans, business metrics, and operational reporting.
• Identify opportunities to improve workflows and business processes.
• Assist with business planning and special projects as organizational priorities evolve.
• Coordinate communication among various internal stakeholders to ensure successful execution of initiatives.
• Support governance, documentation, and operational oversight activities.
• Help drive accountability and follow-through across multiple workstreams.

Skills

Organizational skills

Communication skills

Relationship building

Analytical thinking

Problem-solving

Independent collaboration

Education

Bachelor's degree in Business, Finance, Economics, Management, or a related field

Tools

Microsoft Excel

PowerPoint

Job description

Compensation: $100,000 - $120,000 base salary plus bonus

A well-established investment management organization is seeking a Project Manager to support a growing business unit and partner with teams across investments, operations, technology, legal, compliance, and other corporate functions.

This position offers a unique blend of project management, business operations, strategic initiatives, and stakeholder engagement. The successful candidate will work on a variety of initiatives that support business growth, improve processes, and help drive execution across multiple areas of the organization.

This is an excellent opportunity for someone who enjoys variety, thrives in a fast-paced environment, and can manage multiple priorities while working with stakeholders at all levels.

Location: Boston, MA (Hybrid)

Project Manager - Investment Manager

Responsibilities

• Lead and coordinate projects from planning through execution
• Partner with cross-functional teams to support strategic business initiatives
• Track project milestones, risks, action items, and deliverables
• Prepare presentations, reports, and materials for management meetings
• Maintain project plans, business metrics, and operational reporting
• Identify opportunities to improve workflows and business processes
• Assist with business planning and special projects as organizational priorities evolve
• Coordinate communication among various internal stakeholders to ensure successful execution of initiatives
• Support governance, documentation, and operational oversight activities
• Help drive accountability and follow-through across multiple workstreams

Qualifications

• Bachelor's degree in Business, Finance, Economics, Management, or a related field
• Experience in project management, business management, operations, or a similar role within financial services
• Understanding of investment management, asset management, financial products, fund operations, or related environments preferred
• Strong organizational skills with the ability to manage multiple priorities simultaneously
• Excellent communication and relationship-building abilities
• Strong analytical and problem-solving skills
• Ability to work independently while collaborating effectively with diverse teams
• Advanced proficiency with Microsoft Office applications, particularly Excel and PowerPoint

Preferred Background

• Experience supporting business initiatives within an investment management or financial services organization
• Exposure to operational process improvement initiatives
• Familiarity with project tracking, reporting, and stakeholder management
• Ability to work comfortably in a fast-moving environment with evolving priorities

This opportunity offers exposure to senior leadership, cross-functional initiatives, and a broad range of projects within a dynamic investment management environment.

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Benefits Information

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.

Beacon Hill. Employing the Future