Program Manager Asset Management

Job Title:
Program Manager Asset Management

Location: Boston, MA (5 days onsite)
Type:
Fulltime Position

The Project Manager will lead and deliver asset management related initiatives across front, middle, and back-office functions. The role involves planning, executing, and governing projects involving sales/marketing & distribution, investment operations, regulatory change, and technology transformation. The PM will coordinate with business, and IT teams to ensure timely delivery within scope, budget, and quality standards. Strong stakeholder management, risk management, and financial services domain knowledge are essential.

Experience working with global delivery teams and vendors is preferred.

• Understanding agile methodologies like ability to effectively facilitate Sprint Planning, Daily Stand-ups, Sprint Reviews, and Retrospectives is fundamental.

• Asset Management business processes (Front Office, Middle Office, Back Office)
• Investment products:
  Equities, Fixed Income, Derivatives, Mutual Funds, ETFs
• Portfolio management, trade lifecycle, and settlement processes
• NAV calculation, fund accounting, and performance & attribution
• Regulatory and compliance knowledge (SEC, FINRA, AML, KYC, ESG reporting)
• Asset management platforms and data (Order Management Systems, Market Data, Reference Data)