Project Management - Conversions, Vice President
Core
Managing client conversion activity including new client onboardings, outgoing conversions, transition management, mergers, and interfund transfers.
Role type
Senior Project Management Lead (Financial Services Operations)
Builds
Conversion guidelines, runbooks, task lists, dashboards, and trade status reports.
Domain
Financial Services / Asset Servicing
Required skills
Large-scale multi-location project management, conversion planning, transaction processing oversight, reconciliation, market and securities transferability analysis, team management in global environments.
Preferred skills
Custody exposure, knowledge of financial market activities and transactions, ability to work under pressure.
Technologies
Dashboards, runbooks, task lists.
Responsibilities
Manage multiple conversion related projects; Coordinate with internal and external parties in establishing conversion requirements; Conduct review and analysis of markets and securities transferability; Oversight of transaction processing and settlements; Monitor transactions to ensure timely settlement; Research and resolve failing transactions; Prepare and distribute trade status reporting; Perform reconciliations; Certify assets upon completion of reconciliations.
Seniority
Senior, hands-on IC with team management responsibilities.