Transformation Project Manager — Capital Markets & Ops

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

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.