Job Title: Program Manager Asset Management
Location: Boston, MA (5 days onsite)
Type: Fulltime Position
Job Description:
The Project Manager will lead and deliver asset management related initiatives across front, middle, and back-office functions. The role involves planning, executing, and governing projects involving sales/marketing & distribution, investment operations, regulatory change, and technology transformation. The PM will coordinate with business, and IT teams to ensure timely delivery within scope, budget, and quality standards. Strong stakeholder management, risk management, and financial services domain knowledge are essential. Experience working with global delivery teams and vendors is preferred.
Roles & Responsibilities
Must Have Technical/Functional Skills
Understanding agile methodologies like ability to effectively facilitate Sprint Planning, Daily Stand-ups, Sprint Reviews, and Retrospectives is fundamental.
Functional / Domain Skills (Asset Management)
Asset Management business processes (Front Office, Middle Office, Back Office)
Investment products: Equities, Fixed Income, Derivatives, Mutual Funds, ETFs
Portfolio management, trade lifecycle, and settlement processes
NAV calculation, fund accounting, and performance & attribution
Regulatory and compliance knowledge (SEC, FINRA, AML, KYC, ESG reporting)
Asset management platforms and data (Order Management Systems, Market Data, Reference Data)
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