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Details
  • Location: New York NY
  • Type: Perm
  • Job #26961

Company Overview:
An independent advisory firm managing approximately $29 billion in assets for U.S.-based families and charitable institutions is seeking to hire a Project Management Associate. The role will support the Data & Project Management Team in enhancing the firm’s technology and data processes.

Job Responsibilities:

  • Support day-to-day projects, initiatives, and priorities related to data and technology.
  • Coordinate with internal stakeholders to understand critical issues and support process improvements.
  • Develop and maintain documentation for technology-enabled process reengineering initiatives.
  • Identify operational inefficiencies and work with Senior Management to implement solutions.
  • Develop a standardized methodology to prioritize business issues and initiatives.
  • Manage proprietary and third-party technologies, including periodic touchpoints with end users and technology teams.
  • Build better outputs with the firm’s data to support firmwide reporting and metrics.

Qualifications:

  • Bachelor’s degree from a top university with academic excellence.
  • 3-6 years of experience in financial services, including operations, investment management, or consulting.
  • Prior technology experience, including project management or implementation.
  • Highly proficient in Excel and PowerPoint; familiarity with PowerBI, SQL, and Visio is a plus.

Compensation:
Salary: $125,000 – $160,000, Plus Bonus

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