Project Manager – Investment Banking / Capital Markets

Position Summary

• The

  Project Manager

  will be responsible for end-to-end delivery of business-critical initiatives across investment banking and capital markets domains. This includes front-office, middle-office, and back-office systems, regulatory transformation, trading platform upgrades, process re-engineering, and strategic change programs.
• The ideal candidate will have a deep understanding of financial instruments, capital markets operations, and regulatory frameworks, combined with exceptional project delivery skills in both

  Agile and Waterfall

  environments. You will work cross-functionally with technology, operations, compliance, and business stakeholders to ensure successful project outcomes in line with enterprise goals and timelines.

Key Responsibilities

1. Project Leadership & Execution

• Lead the planning, execution, monitoring, and closure of complex projects in the capital markets and investment banking space.
• Define project scope, objectives, deliverables, timelines, resource requirements, and budget.
• Implement project management best practices and methodologies (PRINCE2, PMP, Agile, Waterfall, Hybrid).
• Align project goals with strategic business objectives and regulatory compliance standards.

2. Stakeholder Management

• Serve as the primary point of contact for business sponsors, SMEs, IT partners, vendors, and external stakeholders.
• Facilitate cross-functional collaboration among trading desks, risk management, operations, compliance, and IT.
• Conduct regular stakeholder meetings and steering committees to ensure alignment, resolve issues, and track progress.

3. Risk, Issue & Change Management

• Identify and mitigate project risks, issues, and dependencies.
• Ensure proactive communication and escalation of challenges that may impact scope, schedule, or budget.
• Manage scope change requests, ensuring adherence to change control procedures and stakeholder approvals.

4. Regulatory and Compliance Oversight

• Deliver projects in compliance with financial regulations (e.g., MiFID II, Basel III, EMIR, Dodd-Frank).
• Liaise with legal, compliance, and regulatory reporting teams to ensure alignment and audit readiness.
• Oversee the implementation of controls and testing to satisfy internal and external audit requirements.

5. Financial and Resource Management

• Track and manage project budgets, forecasts, and actuals.
• Ensure efficient use of resources and report on project financial health to senior management.
• Lead the onboarding of resources, vendor engagement, and coordination of offshore teams if applicable.

6. Reporting and Documentation

• Maintain detailed project documentation, RAID logs (Risks, Assumptions, Issues, Dependencies), and dashboards.
• Provide transparent and regular status updates to executive sponsors and PMO.
• Support portfolio-level reporting and contribute to enterprise governance.

7. Continuous Improvement & Lessons Learned

• Conduct post-implementation reviews and identify opportunities for process and delivery improvements.
• Share lessons learned and contribute to the enhancement of the project management framework.

Required Qualifications

• Bachelor’s degree in Finance, Business Administration, Computer Science, or related discipline.

• Certified PMP

  (Project Management Professional) or

  PRINCE2 Practitioner

  – Mandatory.
• 7+ years of experience in project management, with at least 4 years focused in

  investment banking

  ,

  capital markets

  , or

  financial services

  .
• Proven experience in leading projects related to:
• Front-to-back trade lifecycle
• Trading platforms (e.g., Murex, Calypso, Fidessa, Bloomberg)
• Clearing and settlement systems
• Regulatory and compliance initiatives
• Experience managing multi-disciplinary teams in a matrixed, global environment.
• Hands-on experience with project tools (e.g., MS Project, JIRA, Confluence, Trello, Smartsheet).

Preferred Qualifications

• Master’s Degree (MBA / MS in Finance or Technology).
• Certification in

  Agile (e.g., Scrum Master, SAFe)

  is a strong advantage.
• Exposure to data transformation, system migrations, or fintech integrations.
• Experience working with consulting firms or system integrators on large-scale implementations.
• Understanding of ESG regulations, digital assets, or cloud adoption trends in capital markets.