Confidential · 8 hours ago
Project Management Specialist-PMO
Confidential company is seeking a Project Management Specialist within their PMO team to enhance platform capabilities across various channels. The role involves collaboration with multi-disciplinary teams focusing on program delivery, risk monitoring, and management reporting to support strategic decision-making for stakeholders.
Responsibilities
Assisting with all levels of reporting and presentation including creating and preparing templates, drafting slides, populating templates, consolidating from existing materials, reconciling between multiple documents
Providing meeting support including meeting set-up, meeting notes (for overlapping hours), and preparing draft/tentative agendas ahead of upcoming meetings
Providing general PMO support including maintaining key trackers, driving items to completion, and highlighting items that require attention
Performing data reconciliation, specifically for the budget process
Serving as a liaison and provide additional support for the offshore Platform functions
Release notes and summaries suitable for various levels of the organization
Qualification
Required
Bachelor's degree in finance, economics, or related field, or an equivalent combination of training and experience required
Minimum 3-5 years of experience in Wealth Management operations or related roles in the financial services industry
Partnering/working with stakeholders across different areas
Work independently and with a team, possessing strong sense of accountability and relationship-building
Ability to think laterally and convey big-picture understanding; identify risks, trends, and remediations, including when working with technology and business stakeholders
Superior active listening, research/investigative, communication (verbal and written) and presentation skills; being able to tailor such skills for different audiences
Strong attention to detail
Proficient with Microsoft Office Suite (Word, Excel and PowerPoint)
Company
Confidential
Centralizing All Types Of Next Opportunities For You In One Place.
Funding
Current Stage
Early StageCompany data provided by crunchbase