Project Manager - Middle Office/Operations

Phyton Talent Advisors; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

A leading global investment firm in New York is seeking a Project Manager to join its Operations organization. You will oversee strategic, operational, and transformation initiatives across business, operations, and technology teams, with substantial ownership and exposure to senior leadership.

The ideal candidate has 5–12 years in capital markets or financial services, strong PM experience, and excellent stakeholder management.

Qualifications

• 5-12 years experience within capital markets, investment management, banking, or financial services.
• Background in project management, business transformation, management consulting, strategy, business analysis, or a related function.
• Demonstrated experience managing projects or workstreams from initiation through execution.
• Strong stakeholder management and communication skills.
• Ability to work effectively across business, Operations, and Technology teams.
• Strong analytical, organizational, and problem-solving skills.
• Experience with process improvement, operating model transformation, or technology implementation.
• Advanced proficiency in Microsoft Excel and PowerPoint.

Responsibilities

• Lead strategic, operational, and transformation projects from planning through implementation.
• Develop and maintain project plans, timelines, milestones, and deliverables.
• Manage multiple workstreams and coordinate cross-functional teams across Operations, Technology, and business functions.
• Partner with stakeholders to gather requirements, define project scope, and develop actionable solutions.
• Evaluate current-state processes and identify opportunities for improvement, automation, and scalability.
• Track project risks, issues, dependencies, and action items and drive timely resolution.
• Facilitate working sessions and project meetings with business and functional stakeholders.
• Prepare project updates, executive presentations, and reporting for senior leadership.
• Support implementation of new processes, systems, and operating models.
• Help drive change management and ensure successful adoption of new initiatives.

Skills

Stakeholder management

Cross-functional collaboration

Analytical problem-solving

Operational knowledge

Excel & PowerPoint

Tools

Jira

Microsoft Project

Visio

SharePoint

Job description

Project Manager – Middle Office / Operations

About the Opportunity

Our client is a leading global investment firm seeking a Project Manager to join its Operations organization in New York. This role will support a range of strategic initiatives designed to enhance business processes, strengthen operational infrastructure, and drive transformation across the organization.

The ideal candidate will have a strong background in operations or financial services and experience managing projects across business, operations, and technology teams. This is an opportunity to work closely with senior stakeholders and have meaningful ownership of high-impact initiatives within a sophisticated investment environment.

Responsibilities

• Lead strategic, operational, and transformation projects from planning through implementation.
• Develop and maintain project plans, timelines, milestones, and deliverables.
• Manage multiple workstreams and coordinate cross-functional teams across Operations, Technology, and business functions.
• Partner with stakeholders to gather requirements, define project scope, and develop actionable solutions.
• Evaluate current-state processes and identify opportunities for improvement, automation, and scalability.
• Track project risks, issues, dependencies, and action items and drive timely resolution.
• Facilitate working sessions and project meetings with business and functional stakeholders.
• Prepare project updates, executive presentations, and reporting for senior leadership.
• Support implementation of new processes, systems, and operating models.
• Help drive change management and ensure successful adoption of new initiatives.

Qualifications

• 5-12 years experience within capital markets, investment management, banking, or financial services.
• Background in project management, business transformation, management consulting, strategy, business analysis, or a related function.
• Demonstrated experience managing projects or workstreams from initiation through execution.
• Strong stakeholder management and communication skills.
• Ability to work effectively across business, Operations, and Technology teams.
• Strong analytical, organizational, and problem-solving skills.
• Experience with process improvement, operating model transformation, or technology implementation.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Experience with tools such as Jira, Microsoft Project, Visio, SharePoint, or similar platforms is a plus.

Ideal Candidate

The ideal candidate brings a combination of capital markets knowledge, project management experience, and business transformation skills. Candidates coming from financial services consulting, asset management, investment banking, broker-dealers, or other capital markets environments are encouraged to apply.

Why Join

This is an opportunity to join a highly sophisticated investment organization and work on projects with broad visibility across the business. The role offers exposure to senior leadership, cross-functional teams, and initiatives that directly impact the firm's operational platform and growth.