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À propos
PFB Hiring Manager notes for this role:
Must need: Working within a financial service / Previous background in finance, capital markets, accounting background and local to DMV region!!
HM Notes:
Working in fast pace - handle multiple projects in different domains
Previous experience that has worked in a complex environment
True IT PM/Project coordinator role Work on AI projects in the future Hands on SQL queries but be comfortable in capital markets in data specifically financial division
Single families, multifamily LOB's
A lot of projects are about data (25% of the work)
Migrating data and looking at the queries and understand what they are doing and pass the information along Moving traditional to Snowflake and responsible
Supporting AI governance in the future PM/coordination across multiple domains and document for reporting purposes and relevant background in DA then can leverage that
PM & reporting
Part of the PMO team within Capital Markets 1St Round IV will be a panel interview; 2nd Round would be senior management of 1-2 people
Reason for the Need:
Limited bandwidth and looking for someone to come in and hit the ground running
Must Haves:
7+ years of IT project manager Working within a
financial service
Previous background in finance, capital markets, accounting background
Excel experience
Can put the information together for a presentation for higher level management
DA background
Reporting experience Will not be writing queries but looking at the data and read the
complex data
Strong communication
Strong attention detail
Plusses:
Broad level of operational risk MGMT Experience in Tableau, PowerBI AI experience
Day to Day:
Analyze, interpret, and visualize data to support business decisions within capital markets processes. Coordinate and manage multiple projects simultaneously, ensuring timely delivery of milestones and deliverables. Prepare clear, concise management reports and executive presentations for status and milestone updates. Liaise with stakeholders across business and technical teams to gather requirements, manage expectations, and communicate progress. Track project progress, identify risks/issues, and propose solutions to keep initiatives on track. Support process improvements by analyzing current workflows and recommending data-driven enhancements. Ensure documentation of project requirements, changes, and outcomes. Maintain up-to-date knowledge of capital markets operations, products, and data flows.
Additional Information:
4-8 years of relevant experience as a Data Analyst, Project Coordinator, or similar role in Financial Services industry. Strong understanding of capital markets processes and data (e.g., trade lifecycle, settlements, market data, financial instruments). Demonstrated ability to handle multiple projects and prioritize tasks efficiently. Excellent stakeholder management skills; experience collaborating with 1] functional teams. Superior verbal and written communication skills, with the ability to present complex information clearly. Proficient in preparing management reports and executive-level presentations (PowerPoint, Excel, etc.). Analytical mindset with attention to detail and problem-solving skills. Familiarity with data visualization tools (e.g., Tableau, Power BI) and project management software (e.g., JIRA, MS Project) is a plus
Interview Information: Rounds: 2 rounds Duration: 45 minutes|30 Minutes Interview Type: Virtual- video mandatory| On-site second round Interview Placeholders: 02/11 at 10:30 AM and 2:30 PM ;02/12 at 1:30 PM; 02/13 at 2:00PM
Compétences linguistiques
- English
Avis aux utilisateurs
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