Fund Delivery Senior Associate
Core
Deliver new FinTech capabilities to clients and partners by managing complex onboarding and implementation projects within the financial services industry.
Role type
Senior Associate, Fund Delivery / Project Management
Builds
New FinTech capabilities, client onboarding, and implementation projects
Domain
Financial Services / Alternative Investments
Required skills
Project management, requirements analysis, stakeholder management, resource management, risk mitigation, pre-sales support, AI tool usage, financial services domain knowledge
Preferred skills
Startup environment experience, small to mid-sized firm experience
Technologies
Jira, Asana, Monday, Confluence, Airtable, SharePoint, Salesforce
Responsibilities
Monitor and manage new projects from initiation to completion; Participate in scoping solutions and discovery phases; Manage resources to meet business requirements; Identify risks and recommend mitigation efforts; Engage with clients and partners to secure strategic business opportunities; Draft sales-oriented presentations and support pre-sales activities; Apply AI tools to accelerate routine workstreams
Seniority
Mid-level, hands-on IC