Job Description

Background on the Role

 

Roles & Responsibility

• Project Management - Lead medium to large scale strategic initiatives/projects, enhances process standards and best practices. Project plan tracking and status reporting
• 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.
• Analyze and Rationalization of process and reports and identifying automation opportunities and driving thru 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 and also execute UAT test
• Database Maintenance & Governance - Assist in analyzing, rationalizing and cleanup of existing database.
• Working Knowledge on Power BI & Power Query
• Excel Macro – Creation of macros and macro tools

 

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

• Relevant Change Management, Project Management, or Investment Operations project experience with ability to
  • Assess and document current and future state requirements and obtain required signoffs
  • Document future state process flows, incorporating requirements and obtain stakeholder/sponsor validation
  • Document high-level road map for coordinating the migration to a future state process
• Working 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.
• Strong problem-solving skills with ability to analyze and understand data, ability to learn quickly and clarify poorly defined problems.
• Strong organizational skills, including the ability to coordinate, prioritize, and ability to multitask
• Strong oral and written communication skills, document defects, ability to communicate clearly and concisely.
• A self-starter and highly motivated; ability to work effectively with individuals with diverse cultural backgrounds and experience
• Understanding of Investment management business, portfolio accounting concepts, Equity and/or Fixed Income product knowledge will be helpful.