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Skills

Treasury
Program Management
Capital Market
Investment Management
Project Coordination
Scrum
Data Analysis
Reporting
Microsoft Office
Microsoft Excel
Microsoft PowerPoint
Microsoft Visio
PMP
SAFE
Agile
Portfolio Management
Dashboard
Confluence
SQL
Financial Services
Project Management
Clarizen
Planview
Microsoft Project
JIRA
Onboarding
Workforce Management

Summary

Our client, a technology solutions provider company located in San Francisco, CA, needs a hybrid IT Investment Operations Program Manager for a full-time position. The IT Investment Operations Program Manager is responsible for leading complex technology initiatives supporting Investment Operations and Fund Treasury, driving operational efficiencies and enabling strategic business objectives. This role blends project management execution with program-level oversight to ensure successful delivery, seamless staff transitions, and alignment with organizational priorities.

Required Skills:

5+ years of project and program management experience within the financial services industry, with a preference for capital markets or investment management
5+ years of experience with program/project coordination, scrum report, or a similar operational role.
3+ years of experience of basic data analysis/reporting skills
Advanced proficiency with Microsoft Office Professional, including Word, Excel, PowerPoint, Project, and Visio
Bachelor's degree with a minimum of 7 years of project management experience
Ability to work onsite in San Francisco Monday-Thursday.

Preferred or Nice to Have Skills:

PMP, SAFe, or comparable project management certification preferred
Strong understanding of Agile frameworks, PI planning, and portfolio management practices
Experience developing dashboards in Jira and Confluence; basic SQL knowledge is a plus
Familiarity with investment operations within a top-tier asset manager or financial services provider preferred
Experience using project management and portfolio tools such as Clarizen, Planview, Microsoft Project, and Jira Big Picture
Familiarity with transition planning, onboarding and offboarding activities, and workforce management processes

ClearBridge Technology Group is an Equal Opportunity Employer.
We offer excellent benefits and compensation packages.
The expected base salary range for this role is: 120K-180K per year
The posted range is an estimate, the actual compensation offer will be based on the candidate's experience, skills, qualifications and will be in line with internal equity.

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

Dice Id: 10121117
Position Id: 19094
Posted 13 hours ago

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IT Investment Operations Program Manager

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