Senior Project Manager - CLO / CRD (NYC/Dallas)

Rockwood Search; New York (NY); Hybrid; USD 140,000 - 210,000; Full time

Job summary

Rockwood Search is seeking a Senior Trade Operations Project Manager in New York City or Dallas. Hybrid work arrangement with a focus on leading a firmwide Charles River platform across private credit and multi-asset strategies.

The role requires 8+ years in project management or investment operations and a proven ability to deliver cross-functional technology initiatives from requirements through deployment.

Qualifications

• 8+ years of project management, business systems, or investment operations experience.
• Experience leading cross-functional technology initiatives from requirements to deployment.
• Strong knowledge of trade lifecycle, private credit, CLOs, structured products, and fixed income.
• Proficiency with SQL, XML, APIs, and data integrations; vendor management experience.

Responsibilities

• Lead Charles River OMS and Compliance implementation, enhancement, and integration projects.
• Manage project plans, timelines, budgets, risks, testing, training, and production rollouts.
• Partner with PMs, Traders, Operations, Compliance, Tech, and vendors to drive initiatives.
• Drive front-to-back process improvements, workflow automation, and scalability.

Skills

Project management

Stakeholder management

Process improvement

Cross-functional collaboration

Communication

Tools

SQL

XML

APIs

ETL

Job description

New York City or Dallas | Hybrid

A leading alternative investment manager is seeking a Senior Trade Operations Project Manager to lead the implementation and ongoing evolution of a firmwide Charles River platform supporting private credit, CLOs, structured products, and multi-asset strategies. This is a highly visible role focused on project delivery, stakeholder management, and technology transformation.

Key Responsibilities

• Lead Charles River OMS and Compliance implementation, enhancement, and integration projects.
• Manage project plans, timelines, budgets, risks, testing, training, and production rollouts.
• Partner with Portfolio Managers, Traders, Operations, Compliance, Technology, and external vendors to deliver strategic initiatives.
• Drive front-to-back process improvements, workflow automation, and operational scalability.
• Serve as the bridge between business stakeholders and technical development teams.

Qualifications

• 8+ years of project management, business systems, or investment operations experience within asset management, hedge funds, or alternative investments.
• Proven ability to manage complex, cross-functional technology initiatives from requirements through deployment.
• Strong knowledge of:
• Trade lifecycle and investment operations
• Private Credit, CLOs, Structured Products, and Fixed Income
• SQL, XML, APIs, and data integrations
• Data mapping, ETL, reconciliations, and vendor management

Why This Role?

• Own a flagship Charles River transformation initiative
• Work directly with senior business and technology leaders
• Drive enterprise-wide operational and technology improvements
• Significant visibility and ownership