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Business Analyst | Portfolio Management | Private Wealth Management

Job Description: Project Manager - Fund and Portfolio Management Solutions Responsibilities: Assist Product Owners in devising strategic and tactical solutions with cross-functional teams (Technology, Operations, Legal) to meet business objectives. Define project scope and collaborate with stakeholders on enhancing fund and portfolio management platforms. Conduct business analysis, prepare user stories, optimize workflows, and recommend process improvements and system upgrades. Manage end-to-end

Unity Partners - Hong Kong - Full time

Salary: Competitive

Job Description:

Project Manager - Fund and Portfolio Management Solutions

Responsibilities:
  • Assist Product Owners in devising strategic and tactical solutions with cross-functional teams (Technology, Operations, Legal) to meet business objectives.
    • Define project scope and collaborate with stakeholders on enhancing fund and portfolio management platforms.
    • Conduct business analysis, prepare user stories, optimize workflows, and recommend process improvements and system upgrades.
    • Manage end-to-end project tasks from feasibility studies to implementation support, including UAT management.
    • Evaluate project performance post-implementation and address production issues in collaboration with stakeholders.
  • Project Planning and Management:
    • Develop and monitor project strategy, timeline, and execution path.
    • Ensure projects are delivered on time, within scope, and budget.
    • Prepare project communication materials, provide status updates, and lead working groups.
    • Manage stakeholder communications, resolve conflicts, and escalate issues as needed.

Requirements:
  • 5-8 years of project management experience, preferably related to fund investment lifecycle and portfolio management solutions.
  • Familiarity with Agile development practices is advantageous.
  • Proficient in project management, people management, influencing, and analytical skills.
  • Ability to understand the big picture while being able to delve into technical details.
  • Solution-oriented with an experimental and flexible mindset.
  • Excellent written and verbal English communication skills.
  • Strong interpersonal skills and the ability to work under pressure.
  • Knowledge of fund and portfolio management platforms is beneficial.
  • Detail-oriented, hardworking, deadline-driven, self-motivated, and proactive with a commitment to excellence.

Required Skills:
• Portfolio Management
• Business
• Management
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