Technical Project Manager – Investment Banking

Overview

• Serve as a Technical Project Manager supporting investment banking advisory initiatives in a dynamic, hybrid work environment.
• Collaborate with senior stakeholders to deliver impactful projects aligned with business priorities.
• Drive end-to-end execution of front-office initiatives, ensuring timely delivery and measurable results.
• Translate complex banker requirements into actionable project plans and success metrics.
• Coordinate across multiple departments, including Technology, Data, Compliance, and Operations.
• Ensure solutions meet front-office usability standards and enhance workflow efficiency.
• Work independently in high-pressure environments to support revenue-producing teams.
• Contribute to measurable improvements in visibility and coordination across active engagements.

Key Responsibilities & Duties

• Lead execution of initiatives aligned with origination and execution priorities in investment banking advisory.
• Define project scope, milestones, timelines, and success metrics to ensure effective delivery.
• Coordinate with cross-functional teams to manage risks, dependencies, and scope changes.
• Provide executive-ready updates to senior stakeholders, ensuring alignment with business goals.
• Oversee user acceptance testing (UAT) and ensure solutions meet usability standards.
• Collaborate with sponsor coverage teams and deal professionals to drive delivery of initiatives.
• Support automation and AI-enabled productivity initiatives to enhance operational efficiency.
• Maintain effective communication and stakeholder management in fast-moving deal settings.

Job Requirements

• Bachelor of Science (BS) degree required, preferably in a related field.
• 5–8+ years of experience in investment banking, capital markets, or private capital advisory.
• Proven expertise in project management supporting front-office teams in high-pressure environments.
• Strong understanding of advisory deal lifecycle, from origination to closing.
• Exceptional executive communication and stakeholder management skills.
• Experience delivering initiatives tied directly to revenue-producing teams.
• Preferred exposure to workflow automation or AI-enabled productivity initiatives.
• Background at a top-tier advisory or independent investment bank is advantageous.