Technical Project Manager – Investment Banking

Overview

• Lead technical project management for investment banking initiatives in a dynamic, hybrid environment, ensuring impactful results and streamlined workflows.
• Collaborate with senior stakeholders to align project goals with strategic business priorities and revenue objectives.
• Translate complex requirements into actionable plans, driving execution across multi-disciplinary teams.
• Ensure project solutions enhance efficiency and meet usability standards for front-office operations.
• Contribute to automation and AI-driven initiatives to optimize operational productivity.
• Foster effective communication and coordination across departments, ensuring seamless project delivery.
• Work independently in high-pressure environments to support critical investment banking activities.
• Drive measurable improvements in visibility and coordination across active engagements.

Key Responsibilities & Duties

• Define project scope, objectives, timelines, and success metrics to ensure alignment with business goals.
• Coordinate with cross-functional teams to manage risks, dependencies, and scope changes effectively.
• Provide regular updates to senior stakeholders, maintaining transparency and alignment on project progress.
• Oversee user acceptance testing (UAT) to ensure solutions meet usability and operational standards.
• Collaborate with deal professionals to drive delivery of initiatives supporting revenue-generating activities.
• Support the integration of automation tools and AI-driven solutions to enhance workflow efficiency.
• Maintain effective communication channels across teams in fast-paced, high-pressure environments.
• Ensure projects are delivered on time, within scope, and aligned with strategic objectives.

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.