clearwateranalytics

clearwateranalytics

Implementations Project Management Associate

Office - Chicago

Sponsorship not specified$60k-$85kDetected 32 days ago
Project ManagementJiraAccountingExcelLeadershipCommunicationProblem Solving

About the role

  • The Implementations Project Management Associate will be responsible for overseeing the implementation of projects for our clients, ensuring successful outcomes through effective planning and resource management.
  • Salary Range $60,000.00 - $85,000.00 This is the pay range the Company believes it will pay for this position at the time of this posting.
  • The Company reserves the right to modify this pay range at any time.

Responsibilities

  • Project Planning and Management: Create and manage comprehensive project plans for an assigned portfolio, ensuring alignment with client objectives and internal goals.
  • Resource Coordination: Manage and coordinate the activities of internal teams, clients, and third-party vendors across various project workstreams to ensure timely execution.
  • Steering Committee Leadership: Lead steering committee meetings with C-level client decision-makers and senior management, facilitating strategic discussions and decision-making.
  • Resource Allocation Oversight: Manage and report on resource allocation, optimizing the utilization of resources for the assigned project portfolio.
  • Transition Facilitation: Ensure a smooth transition to the steady-state servicing team after project implementation, enabling ongoing client support.
  • Create and manage comprehensive project plans for an assigned portfolio, ensuring alignment with client objectives and internal goals.
  • Manage and coordinate the activities of internal teams, clients, and third-party vendors across various project workstreams to ensure timely execution.
  • Manage and report on resource allocation, optimizing the utilization of resources for the assigned project portfolio.
  • Ensure a smooth transition to the steady-state servicing team after project implementation, enabling ongoing client support.

Requirements

  • Relevant experience in financial services (Investment, Banking, Insurance, FinTech, etc.).
  • Demonstrate the ability to oversee multiple simultaneous implementations with minimal supervision, delivering results efficiently.
  • Required Skills:
  • Bachelor's degree in finance, accounting, or a related field; a master's degree is a plus.

Nice to have

  • Bachelor's degree in finance, accounting, or a related field
  • a master's degree is a plus.
  • Understanding of securities or financial markets is preferred.

Skills

  • Proficient in project management tools such as JIRA, Excel, Smartsheet, Monday.com and Salesforce.
  • Experience in implementing large-scale programs, particularly in multi-location settings.
  • Proven track record of managing projects in a matrix reporting environment, delivering them on time and within budget.
  • Knowledge of investment accounting and reporting processes.
  • Familiarity with Change Management or Change Delivery roles in client-facing environments.
  • Exposure to investment accounting, reporting, and analytics software solutions.
  • Strong technical skills and expertise in project management software.
  • Familiarity with Software-as-a-Service (SaaS) platforms and Fintech solutions.
  • Background in Investment Accounting, with qualifications such as ACCA, viewed as an advantage.
  • Excellent attention to detail and strong documentation skills.
  • Outstanding verbal and written communication abilities.
  • Strong organizational, interpersonal, and problem-solving skills.

Compensation

  • $60,000.00 - $85,000.00 This is the pay range the Company believes it will pay for this position at the time of this posting.
  • Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living).
  • The Company reserves the right to modify this pay range at any time.

Benefits

  • Take responsibility for tracking project metrics such as utilization, go-live adherence, and billing accuracy, ensuring project health is continuously monitored.
  • For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits.

Equal opportunity

  • Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer.

This listing is sourced directly from clearwateranalytics's careers page and normalized into a canonical job model.