Note: The job is a remote job and is open to candidates in USA. Trajectory Recruiting is seeking a Project Manager and Business Analyst to support the Total Fund and Capital Markets Platform for a Large Public Pension Investment Office. This versatile role involves project execution, business analysis, resource planning, and stakeholder engagement to ensure successful alignment across multiple workstreams and project plans.
Responsibilities
- Apply Agile, Waterfall, or hybrid approaches to ensure successful execution
- Engage with subject matter experts to document complex investment business processes and conduct gap analysis to inform solution design
- Proactively monitor project milestones, deliverables, risks, and dependencies while providing regular updates
- Prepare, manage, and update project documentation, including project charters and artifacts
- Coordinate and conduct testing using various tools while documenting investment systems and reporting workflows
- Lead effective engagement efforts and partner with business leads to drive organizational change
- Regularly assess resource utilization, monitor burn rates, and adjust plans as needed to address capacity concerns
- Prepare and deliver concise progress updates and executive summaries using tools such as Tableau, Power BI, or Jira
- Provide training to technology platform owners and end users to foster self-sufficiency
Skills
- 5+ years of experience supporting large-scale, complex projects using Agile, Waterfall, or hybrid methodologies
- Proven track record of successful execution within investment management or financial technology environments
- 5+ years of experience working on business requirements and implementation of portfolio management, order management, execution/trading, treasury, or accounting systems
- 5+ years of experience working on large portfolio management, order management, risk, or trading data integration projects
- 5+ years of experience collaborating with internal stakeholders, implementation partners, and external vendors
- 5+ years of experience preparing executive summaries and project health transparency using Tableau, Power BI, or Jira
- Demonstrated leadership and communication skills with experience influencing and aligning diverse audiences
- PMP, PRINCE2, PMI-ACP, or Change Management certifications (e.g., Prosci, CCMP)
- CFA or CAIA designation
- Experience with Aladdin, CRIMS, SimCorp, or MSCI Barra One
- Expertise in asset allocation, investment risk, performance measurement, or treasury management
- Experience working with government agencies or on public sector enterprise modernization initiatives
- Bachelor's degree in business, IT, or a related field (Master's preferred)
Company Overview
Trajectory is a boutique executive recruiting firm that specializes in helping high-growth companies secure the right leadership talent—those who will not only succeed in the role but drive sustainable impact. It was founded in 2025, and is headquartered in New York, NY, US, with a workforce of 2-10 employees. Its website is https://trajectoryrecruiting.com/.