Technical Project Manager – Investment Banking

Overview

• Lead technical project management for investment banking initiatives, ensuring seamless execution and alignment with strategic goals.
• Collaborate with cross-functional teams to drive impactful projects and deliver measurable results.
• Translate complex requirements into actionable plans, defining scope, milestones, and success metrics.
• Provide executive-level updates to stakeholders, showcasing progress and addressing challenges effectively.
• Enhance workflow efficiency for front-office teams, supporting revenue-generating activities.
• Operate independently in high-pressure environments, managing risks and dependencies with precision.
• Support initiatives tied to advisory deal lifecycle, ensuring alignment with business priorities.
• Oversee user acceptance testing (UAT) to ensure solutions meet usability standards and business requirements.

Key Responsibilities & Duties

• Define and manage project scope, timelines, and deliverables for investment banking advisory initiatives.
• Coordinate with Technology, Data, Compliance, and Operations teams to ensure seamless project execution.
• Provide regular updates to senior stakeholders, highlighting progress, challenges, and solutions.
• Enhance visibility and coordination across engagements, driving impactful workflow improvements.
• Manage risks, dependencies, and scope in dynamic deal settings, ensuring timely resolutions.
• Collaborate with sponsor coverage teams and deal professionals to ensure project success.
• Oversee user acceptance testing (UAT) to validate solutions against business requirements.
• Support initiatives directly tied to revenue-producing teams, enhancing operational efficiency.

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 environments.
• Proven expertise in project management supporting front-office teams and revenue-producing initiatives.
• Strong understanding of advisory deal lifecycle, including origination and closing processes.
• Exceptional executive communication and stakeholder management skills.
• Ability to operate independently in high-pressure environments, managing risks and dependencies effectively.
• Preferred exposure to workflow automation or AI-enabled productivity initiatives.
• Background at a top-tier advisory or independent investment bank is advantageous.