Position Title: Program Coordinator - Investment Ops|
Location: San Francisco, CA
Type: Contract
Position Summary
The Investment Operations Technology Program Coordinator supports the day-to-day execution of technology delivery for Investment Operations & Fund Treasury. This is a hands-on, execution-focused role responsible for running recurring team and governance meetings, coordinating Agile Planning Increment (PI) logistics and artifacts, staying well-versed in JIRA to support reporting and data accuracy, and providing organized, reliable program support across delivery teams.
KEY RESPONSIBILITIES
Meeting & Governance Coordination
- Run weekly delivery team meetings facilitate the agenda, capture minutes and action items, track follow-through, and organize breakout discussions as needed.
- Facilitate the monthly all-hands meeting: build and coordinate the agenda, own the meeting invite/calendar logistics, and run recurring segments such as Kudos and "Get to Know" team member spotlights.
- Coordinate logistics for Planning Increment (PI) workshops, sessions, and retrospectives.
Agile & PI Planning Support
- Support quarterly Planning Increment (PI) planning across delivery teams coordinate scheduling, logistics, and cross-team facilitation.
- Help produce and maintain PI planning artifacts (e.g., team objectives, roadmaps, dependency trackers).
- Track action items and dependencies coming out of PI events and follow up until closed.
JIRA Reporting & Data Analysis
- Stay well-versed in JIRA and help build dashboards and reports, check data for accuracy, and support delivery teams in following established processes and ticket hygiene standards.
- Use reporting/visualization tools such as Big Picture to track dependencies, roadmaps, and cross-team delivery status.
- Perform data analysis on JIRA and related delivery data to support leadership reporting and decision-making.
- Support the creation of materials for the quarterly Steering Committee (Steer Co) with business clients, including status rollups, metrics, and presentation materials.
Project & Program Support
- Maintain project trackers, status reports, and RAID logs under the direction of program/product leads.
- Accountable for departmental service delivery process, metrics, and reporting
- Monitor progress against milestones and flag risks or delays to leads.
- Maintain and organize project artifacts, including charters, roadmaps, and meeting archives.
Communication & Stakeholder Coordination
- Serve as the point of contact for scheduling and logistics across cross-functional stakeholders and delivery teams.
- Provide regular, organized updates to leads on meeting outcomes, action items, and PI progress.
- Build strong working relationships with delivery team leads and business partners.
Support Staff Onboarding
- Support onboarding and offboarding processes for staff transitions, maintaining continuity of portfolio management activities.
- Coordinate transition plans to ensure knowledge transfer and minimize disruption to operations.
- Partner team leads to ensure smooth integration of new staff and effective offboarding of departing staff
SKILLS & QUALIFICATIONS
- Meeting facilitation and note-taking skills; comfortable running recurring meetings independently
- JIRA comfortable navigating boards, pulling reports, checking data accuracy, and building light dashboards; familiarity with tools such as Big Picture a plus.
- Comfortable working with data pulling reports and doing basic analysis to support delivery and leadership reporting.
- Working knowledge of Agile/Scrum and Planning Increment (PI) concepts
- Excellent organization, follow-through, and attention to detail.
- Strong written and verbal communication skills, including experience preparing materials for senior/business audiences.
- Comfortable coordinating across multiple teams and stakeholders simultaneously and working effectively in a hybrid environment.
- Proficient in Microsoft Office (Word, Excel, PowerPoint); Confluence experience a plus.
REQUIREMENTS
- 3-5 years of experience in a program/project coordination, scrum support, or similar operational role.
- Experience within investment management, asset management, or another financial services environment.
- Bachelor's degree or equivalent combination of education and experience.
- Based in San Francisco preferred; if remote, willingness to travel to SF no more than once per quarter.
- Comfortable working in a hybrid environment, balancing in-office and remote collaboration.
- Self-starter who can work with moderate supervision and adapt to changing priorities.
- Basic data analysis / reporting skills (Excel required).
Never miss an opportunity! Create an alert based on the job you applied for.
