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New York, New York - USD Full Time Posted: Friday, 8 November 2019
Job Description

Position Overview:

InvestCloud is looking for dynamic and accomplished individuals seeking to expand personal knowledge and expertise in project management. This position is appropriate for self-starters with strong analytical and organizational skills, as well as excellent command of project management approaches and a strong sense of ownership. The ideal candidate will have experience in the field and be highly capable of quickly mastering new key concepts.


  • Work with strategic clients from project initiation to completion

  • Understand Technical and Business components of complex implementation projects

  • Break down projects into milestones, deliverables and activities

  • Facilitate design, functional, budgetary and delivery signoffs with clients

  • Deliver quality agreed-upon products within committed timeframes

  • Manage scope and change rigorously

  • Leverage subject matter experts relentlessly to determine the optimal delivery approach

  • Work with Delivery Managers and Project Coordinator to slot resources to activities

  • Create and distribute relevant project status reports detailing objectives, tasks, accomplishments, concerns, action steps and budgetary details

    • Prepare weekly client-facing status reports

    • Prepare weekly internal status reports

    • Report weekly cross-project KPIs to divisional leadership

What We Look For:

  • Experienced Project Manager with 5-years experience in the financial services industry, preferably in the Wealth Management sector

  • Expertise with Microsoft Word, Excel and PowerPoint

  • PMP preferred

  • Team player

  • Tech-savvy

  • Excellent communicator

  • Excellent presentation skills and strong negotiation skills

  • Superior time management skills

  • Proven track record of strong scope and change control

  • Ability to handle stressful situations with perseverance and professionalism

Company Description Headquartered in Los Angeles with a global presence, InvestCloud develops first-class, financial digital solutions, pre-integrated into the cloud. By empowering investors and managers with a single version of the integrated truth through its unique digital platform, InvestCloud creates beautifully designed client experiences and intuitive operations solutions using an ever-expanding library of digital modular apps. The result? Powerful products for individual investors and institutions alike, assembled on-demand to meet clients' specific needs.

InvestCloud Company Culture Highlights

Winner of Comparably's Award for Best Leadership Teams 2019
Winner of Comparably's Award for Best CEOs for Women 2019
Winner of Comparably's Award for Best Company in Los Angeles 2019
Winner of Comparably's Award for Employee Happiness 2019
InvestCloud is ranked in the top 5% of companies for Office Culture on Comparably

New York, New York, United States of America
11/8/2019 10:31:23 AM

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