Project Manager, Portfolio Management Solutions

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Posted on: August 25th, 2025

Our client, a leading global financial institution, is seeking a  Project Manager to support a year-long transformation initiative within their alternatives and asset management divisions. This role will focus on coordinating large-scale change management programs, working with portfolio management solutions, third-party administrators, and E-front platforms, and ensuring the successful execution of transformation projects across the organization. The ideal candidate will have experience at top-tier financial services firms and a strong track record in managing complex initiatives.

Responsibilities Include:
  • Managing and supporting transformation initiatives within the alternatives and asset management space
  • Coordinating with cross-functional teams including technology, operations, and finance to deliver on project timelines
  • Acting as a key liaison with stakeholders across business lines, ensuring clear communication and accountability
  • Supporting system implementations, upgrades, and integrations for portfolio management and third-party administrator platforms
  • Identifying process improvement opportunities and facilitating operational changes during transformation efforts
Requirements:
  • Significant experience in transformation or change management initiatives within alternatives or asset management
  • Prior experience working with portfolio management solutions and/or third-party administrators; E-front experience is a plus
  • Background in investment management is required
  • Proven stakeholder management, timeline ownership, and cross-functional coordination skills
  • Strong communication, organizational, and problem-solving abilities

Pay Rate: $65-$70hr

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