CareerPlan

Project Manager

New York, New York, United States of AmericaFull-time$70k–$160k2026-09-11 → 2026-10-21
Based in United States

Core

Lead the project pipeline between Operations & Middle Office and Technology to deliver strategic initiatives strengthening operational workflows, controls, and scalability for Private Credit, Loans, and CLOs.

Role type

Senior IC project manager (financial services operations)

Builds

Operational workflows, controls, and scalable processes for trading and investment products

Domain

Financial services / Alternative investments / Private Credit / Loans / CLOs

Required skills

Project management methodologies, stakeholder coordination, work planning, risk management, budget management, financial product knowledge, trading workflow knowledge, Microsoft Excel, PowerPoint, Visio

Preferred skills

Experience in consulting environment, problem-solving in fast-paced environments, cross-functional team motivation

Technologies

Microsoft Excel, PowerPoint, Visio, Project management tools

Responsibilities

Lead project pipeline from initiation through implementation, Plan and coordinate projects for Private Credit and Loans, Partner with stakeholders to define scope and objectives, Develop project documentation and work plans, Identify risks and recommend solutions, Provide regular project reporting, Manage project budgets and resource allocations

Seniority

Mid-Senior, hands-on IC