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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.
Job Responsibility:
leading complex technology initiatives supporting Investment Operations and Fund Treasury, driving operational efficiencies and enabling strategic business objectives
blends project management execution with program-level oversight to ensure successful delivery, seamless staff transitions, and alignment with organizational priorities
Requirements:
7 years of project and program management experience within the financial services industry, with a preference for capital markets or investment management
7 years of hands-on experience in risk identification, assessment, and mitigation
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
Nice to have:
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