InvestM Technology LLC · 10 hours ago
Project Manager (Investment Management)
San Francisco Bay Area
Contract
Hybrid
Senior Level
5+ years expInvestM Technology LLC is seeking an IT Investment Operations Project Manager to lead complex technological initiatives that support Investment Operations & Fund Treasury. This role involves project management expertise with program-level oversight to ensure successful delivery of initiatives and alignment with organizational priorities.
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Hiring Manager
Zehra Abidi
Responsibilities
Lead technology projects from initiation through delivery, ensuring alignment with strategic goals
Drive Planning Increment (PI) activities, including backlog prioritization, dependency management, and risk mitigation
Own quarterly PI objectives setup, presentation, and reporting
Partner with tech leads, sponsors, and stakeholders to ensure deliverables meet business needs and compliance standards
Track progress against milestones, proactively escalate risks, and ensure timely delivery of outcomes
Manage resources and timelines across multiple concurrent projects
Facilitate effective communication across teams, ensuring transparency and accountability
Translate strategic goals into actionable steps with a results-oriented mindset
Ensure adherence to project governance frameworks, including documentation, reporting, and compliance requirements
Maintain project artifacts such as charters, roadmaps, and transition plans
Accountable for departmental service delivery process, metrics, and reporting
Facilitate monthly department meetings
Monitor KPIs and success metrics to evaluate project and departmental performance
Provide regular updates to leadership and sponsors on project status, risks, and dependencies
Escalate risks, issues, and dependencies promptly
Oversee 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
Support workforce planning, role alignment, and resource allocation during transitions
Partner with team leads to ensure smooth integration of new staff and effective offboarding of departing staff
Build strong relationships with business partners, sponsors, and cross-functional teams
Facilitate PI workshops, planning sessions, and retrospectives to align stakeholders and drive outcomes
Serve as liaison to Enterprise PMO teams and other IT/Business Program leadership teams
Qualification
Required
Proven experience in project and program management within financial services or technology
Strong knowledge of Agile methodologies, PI planning, and portfolio management practices
Excellent communication, facilitation, and stakeholder management skills
Ability to manage multiple priorities and deliver results under tight deadlines
Expertise in risk identification and mitigation
Familiarity with transition planning, onboarding/offboarding processes, and workforce management
Minimum 5–7 years of experience on project teams in the financial services industry, preferably in capital markets/investment management domain
Bachelor's degree and 5–7 years project management experience or equivalent combination of education and experience
Self-starter who can work in an ambiguous environment and adjust to changing business needs
Excellent written and verbal communication skills with ability to convey complex information clearly
Strong organization and planning skills
Proficient in Microsoft Office Professional (Word, Excel, PowerPoint, Project) and Visio or equivalent tools
Ability to build and strengthen key partnerships across the organization
Ability to work independently with minimal supervision
Preferred
PMP, SAFe, or equivalent certification preferred
Knowledge of Investment Operations functions within a top-tier asset manager or service provider preferred
Experience building Jira and Confluence dashboards; basic SQL a plus
Experience with project management tools such as Clarizen, Planview, MS Project, Jira Big Picture, etc
Company
InvestM Technology LLC
InvestM is a diversified workforce solutions firm that provides project-based staffing, contingent staffing, and direct placement services to Fortune 5000 companies and US Government Agencies.
11-50 employees
H1B Sponsorship
InvestM Technology LLC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
Funding
Current Stage
Early StageCompany data provided by crunchbase