Position: PM & BSA Manager - Investment Management

Up to $120K+ DOE + Bonus
Local Candidates Only

Location: Boston, MA Area


Mid-Sized, successful, and growing Boston based global investment management company - Great Company - Lots of Upside - Excellent Compensation Package - Bonus

Position Responsibilities - Detailed:

- Supports the development of business solutions for Investment Systems applications, primarily Eagle PACE to support the enterprise warehouse.

- Ensures, coordinates and expedites successful generation of business requirements to support application changes

- Oversees the project management and prioritization of initiatives in the Investment Systems area

- Participates in the resolution of application problems pertinent to Investment Systems Applications in collaboration, if required, with the support teams or third-party vendors.

- Acquires and maintains knowledge base for Investment System Applications

- Coordinates application acceptance testing with the users and support teams

- Document or define Investment System Application operational workflows.

- Coordinates the development of application production schedules with business users

- Applies technical and managerial expertise to improve operational processes.

- Promotes and adheres to development methodologies, standards and best practices.

- Assists in preparing operational analyzes and reports.

- Participates in internal audits processes for Investment System Applications

- Liaison with 3rd party product consultants

- Performs miscellaneous job-related duties as assigned.

Required Skills and Competencies:

Mandatory requirements:

- Strong background in Financial Services operations relative to asset management

- Strong project management skills and ability to oversee simultaneous initiatives

- Background with Eagle PACE or other data warehouse solutions preferred

- Undergraduate degree in technology discipline or equivalent experience

- 3-5 years experience in an IT organization with application development experience

- 3-5 years experience in a managerial capacity within IT

- 5+ years experience in the financial services industry


- Ability to analyze user requests and guide appropriate solutions

- Ability to develop business solutions consistent with application standards

- Ability to develop and communicate application solutions and corresponding project plans

- Broad experience with Microsoft Products required (MS Project / MS Office, etc.)

- Experience with Corporate Products listed below. CRD, XIP, Eagle PACE and FMC Pacer highly desired

- Ability to supervise and guide a team of application business analysts

- Ability to work with Investment and Operations personnel to understand business requirements and to formulate acceptable solutions

- Ability to work with IT Development, Support and Operations teams to prioritize, schedule and implement application solutions

Additional Skills and Competencies:

- Excellent interpersonal skills, organizational expertise, and attention to detail

- Ability to communicate with internal clients at all enterprise level

- Ability to understand Investment and Operations business processes

- Ability to learn new concepts, systems, and software independently and quickly

- Willingness to take initiative, seeing problems through to final completion.

- The ability handle diverse situations and rapidly changing priorities with deadlines

- Ability to provide quality documentation of processes and project plans

- Motivation to work effectively and efficiently with minimal supervision

- Attention to process and procedures to comply with internal/external audits

- A demonstrated track record handling demanding user groups in a time critical environment

- Flexible/on call to support off hours project and problem issues


- High energy, positive attitude, professional and mature

- Good leadership and managerial capabilities

- Ability to prioritize multiple tasks, set goals and meet deadlines


Up to $120K+ DOE + Bonus - Comprehensive Benefits Package

No Sponsorship Available - US Based Applicants Only - No Relocation Available - Local Candidates only

Contact Information:

Gary Wright - President - Wright Associates
Phone - (508) 761-6354
Email - replywrightassociates AT verizon DOT net
Website - www.wrightassociates.org