Job Description

Roles & Responsibility

· Project Management - Lead strategic initiatives/projects, enhances process standards and best practices. Project plan tracking and status reporting to senior management.

· Establish and maintain project work plans and monitor progress against the schedule included therein

· Transition Management – Finalize transition plan and work on execution, define & track training modules, refine/rewrite procedure manuals and checklist etc.

· Rationalization of process , identifying automation opportunities and driving through automation

· Creation of materials for project charters, governance models, workstream structures & dependencies, risk logs etc.

· Identification, management and escalation of risks and issues to Program/Project Manager

· Design and implement process and control frameworks

· BU Testing – Develop UAT Plan including documentation, tracking, issues management, status reporting

Relationship Management

· Interact with managers to help define and document project objectives, governance, and priorities within the scope of the project/program/initiative

· Interface with key stakeholders, sponsors, and other senior management to confirm program/project sponsorship / support, strategic alignment, and report progress, achievements, significant issues, and risks

 

 

 

Skills Required

· Financial product basic knowledge on Equities, Fixed Income, Mutual Funds is a must.

· Project management experience in driving and leading projects related to change and automation in financial service industry with ability to:

o Assess and document current and future state requirements.

o Document future state process flows, incorporating requirements and obtain stakeholder/sponsor validation.

o Document high-level road map for coordinating the migration to a future state process.

· A self-starter and highly motivated; ability to work effectively with individuals with diverse cultural backgrounds and experience.

· Strong Verbal and written communication skills, ability to communicate clearly and concisely and confidently with senior management.

· Strong organizational skills, including the ability to coordinate, prioritize, and ability to multitask.

· Excellent in Microsoft tools like Excel, maintaining MIS and PowerPoint presentations.

· Strong problem-solving skills with ability to analyze and understand data, ability to learn quickly and clarify poorly defined problems.

· Knowledge of Agile Methodologies like Scrum & Kanban with an ability to raise Jira Stories/Defects independently will be helpful.

· Ability to independently provide Status in Daily Standup Meetings and provide constructive feedback to the Development, UAT and Business Teams.

· Added advantage if candidate has experience in power tools like Power BI, Power Query, Alteryx, UI path, VBA macros.

· Added advantage if candidate possesses knowledge on Asset management/ Investment management business, basic understanding of Derivatives products.

· Added advantage if candidate possesses knowledge or experience in managing any regulatory projects like PRIIPS, Mifid II etc.