Project Manager/ BA - Investment Operations

Hi, 

Hope you’re doing well!! 

Please find the requirement below. If you find yourself comfortable with the requirement please reply back with your updated resume or call me back at   

Position: Project Manager/ BA - Investment Operations
Location: Orange County, CA(Hybrid)(Local)
Duration: 6+ months
Visa: Client won't be able to sponsor any visa
LinkedIN ID

About the job

BCI has the following long-term contract open with our direct client in Orange County, CA. We are looking for a strong PM, who can run multiple projects and dive in as a BA when needed. Ability to manage Appian (or similar workflow tool) developers is a must. Will support the Investment Operations organization by leading multiple concurrent initiatives focused on process improvement, automation, and operational risk reduction. This role combines traditional project management responsibilities with hands-on business analysis, including requirements definition, process mapping, and workflow design. The ideal candidate brings deep Investment Operations experience—particularly in Corporate Actions—and has experience defining workflows in Appian while coordinating delivery across Appian developers and back-end technology teams.

Project Management Responsibilities:

• Manage multiple concurrent initiatives through all phases of the project lifecycle.

• Develop and maintain project plans, timelines, risks, and status reporting.

• Establish priorities, milestones, and success metrics in partnership with business and technology leadership.

• Proactively manage dependencies, risks, and issues across cross-functional teams.

• Communicate project status, risks, and decisions to sponsors and senior stakeholders.

Business Analysis & Appian Responsibilities:

• Serve as the primary business owner for workflows within Investment Operations.

• Partner with Investment Operations stakeholders to elicit, document, and prioritize business requirements.

• Translate complex operational processes (e.g., Corporate Actions) into functional specifications, user stories, and process models.

• Define end-to-end workflows, business rules, controls, and exception handling within Appian.

• **Act as the day-to-day delivery lead for Appian initiatives, coordinating work across Appian developers and back-end technology teams.**

• Review designs and configurations to ensure alignment with business intent, operational controls, and regulatory requirements.

• Support user acceptance testing (UAT) and validate solutions against business requirements.

Qualifications:

• Bachelor’s degree or equivalent practical experience.

• 5+ years of experience in project management and/or business analysis within a financial services environment.

• Prior experience supporting an Asset Manager or similar buy-side organization a big +.

• Knowledge of Investment Operations and Corporate Action familiarity such as Bank Loan Amendments, Restructurings, Exchanges etc. is a strong plus.

• Demonstrated experience gathering requirements and translating business processes into technology solutions.

• Experience working in a matrixed environment across business, technology, and platform.

Thanks & Regards:

Amar Pratap

Senior Technical Recruiter
VISION INFOTECH INC
Phone: ext 531
Direct:  
Email:  
368 Main Street, st #3, Melrose MA 02176

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