Fintech Project Manager

Data Analysis Inc (DAI) is the parent company of a global group of privately held firms in fields ranging from institutional equity markets to digital investment news and information to omnichannel communication solutions. DAI provides leadership, oversight, and strategic direction and shapes the purpose, vision, and mission of these firms. Shared services include administration, finance, and human resources. DAI’s global team embraces an entrepreneurial focused environment fostering collaboration, teamwork, and creativity with a dynamic culture that emphasizes the value of its associates and their dedication to success.

We strive to be leaders in our field, innovators with a history of being in the forefront of using technology to deliver our services.

We are seeking a Project Manager to drive the successful delivery of a new internal product supporting stock market-related applications. This role will work closely with the project sponsor to define requirements, evaluate solutions, and lead the projects and cross-functional teams using agile, scrum, and varied methodologies. The ideal candidate has experience in business/system analysis, vendor management, and aligning dispersed teams including those through US and India.

• Develop and demonstrate an understanding of the firm’s business and stakeholder needs, expectations, and requirements.

• Collaborate with the project team in determining the approach, deliverables, and tools required to meet project objectives.

• Collaborate with the project team to estimate cost and schedule using established estimating processes and tools.

• Obtain stakeholder sign-off on project charter, scope, schedule, budget, and deliverables.

• Coordinate all activities of the project team and ensure that project tasks are completed by scheduling and facilitating project-related team meetings (i.e. kick-offs, status, internal/stakeholder reviews, etc) and communicating action steps and expectations to the team.

• Document business and technical requirements, translate functional requirements into technical specifications, and document technical and process workflows.

• Ensure that QA establishes test cases, acceptance criteria, and, if appropriate, pulse-test script automation while providing project oversight to guarantee compliance with financial and regulatory standards.

• Act as the point of contact for all day-to-day project issues.

• Develop, maintain, review and/or disseminate all project documentation including project charter, status reports, invoices, change orders, schedules, budgets, and retrospective reviews.

• Collaborate on the content and presentation of key deliverables to ensure relevancy, strategy, quality and timeliness.

• Manage vendor and third-party relationships (i.e., consultants, software providers, etc).

• Manage and control project scope and the change control process to ensure that projects are completed according to schedule and within budget.

• Identify project risks, develop a risk response plan, and regularly communicate risk status to the project team and stakeholders.

• Establish benchmarks for measuring deliverable quality and take corrective actions as necessary.

• Work with distributed teams in the US, India, and potentially China.

• Identify opportunities to incorporate AI-driven solutions.

• Perform other duties as assigned.

• A minimum of eight years in a project management role (Financial services industry preferred)

• Bachelor’s degree or better

• PMP certification a plus

• Certification in Product Owner or Scrum Master is desired.

• Experience with Agile and Waterfall development approaches

• Ability to work early hours to align with the US stock market schedule.

• Experience with AWS, Python, Jira, Confluence, and SharePoint is a plus.

• Knowledge of options trading or algorithmic trading is a bonus.

• Previous work as a business system analyst is desired.

• Exceptional clarity and precision in written and oral communication.

Knowledge, Skills & Abilities (KSAs)

• Perform all work and activities with honesty and integrity.

• Effectively communicate (and listen) clearly,…