Total Plan Implementation Project Manager
MSCI · Hong Kong
The Project Manager works in a fast-paced environment, engaging with a variety of investment and technology professionals inside and outside the firm. They will work within the Total Plan Onboarding team to facilitate onboarding client investment data onto our platform. which is tasked with setting our clients up for success. The Project Manager will oversee keeping projects on task and communicating all relevant information both externally to our clients as well as to the internal teams responsible for the projects.
- Manage onboarding and integration projects. Develop and maintain project plans.
- Provide a detailed overview of projects for both clients and management, including project retrospectives to identify efficiency and transformation opportunities.
- In collaboration with management and stakeholders, define project scope, goals, and deliverables that support the initial and ongoing relationships with our clients. This function will draw heavily from knowledge of our product(s) and the use cases that the product solves for.
- Set and clearly communicate expectations to team members and stakeholders in a timely fashion.
- Plan execution strategy and schedule project meetings with key stakeholders, both internal and client, for continuous transparency.
- Determine the content for status updates as well as frequency. Identify risk and mitigation paths.
- Memorialize projects for ongoing relationships with clients and for Client Support teams.
- Perform any other functions, including administrative activities, as required by management.
- Knowledge of project management methodologies and best practices, applied within a Financial Institution for a minimum of 5 years
- Knowledge of financial instruments and finance in general is mandatory, with a minimum of 5 years’ engagement within the financial industry
- Knowledge of Single-Family-Offices, Hedge Funds, OCIO and Endowments business strategies & operational needs a plus
- High attention to detail, excellent written and verbal communication
- Ability to multi-task at a project level, and be able to work on multiple projects at the same time
- Strong collaboration and organizational skills, and to foster the same within Client teams engaged within the program/project
- Fast upskill capacity, for technical process and functional product capabilities
- Highly goal oriented and outcome focused