Change Management Lead Project Analyst
Core
Lead and execute small to large-scale projects addressing business goals in private wealth management and investment management, managing scope, resources, and delivery from planning to implementation.
Role type
Senior IC project management analyst (change management)
Builds
Project deliverables, application upgrades, and enhancements for Capital Partners
Domain
Financial services (private wealth management/investment management)
Required skills
Project management, business analysis, requirements documentation, user acceptance testing, stakeholder communication, resource management, data analysis, problem-solving, time management
Preferred skills
Private wealth management experience, investment management experience, portfolio accounting system transition experience, portfolio accounting concepts, TWR/IRR calculations, FIS Addvantage, SEI Wealth Platform, CRD, Addepar
Technologies
FIS Addvantage, SEI Wealth Platform, CRD, Addepar
Responsibilities
Define project scope and oversee planning, lead projects with task assignments and timelines, work with SMEs to write business requirements, ensure thorough testing including UAT, create project reporting, manage roll-out plans and launch materials, coordinate meetings with business users and vendors, escalate issues to management
Seniority
Senior, hands-on IC