Mutual Fund conversion PMO resources

New York, NY

Post Date: 04/10/2018 Job ID: 10677480 Industry: FIN Consulting
Duration: 6 months+

Job Description:

" Lead a large scale mutual fund family conversion from an issuer to Bank's Correspondent Services and Advisor platform
" Provide project governance and insight/leadership into managing risk of the full project delivery from Bank's perspective

Required Skillset:

Must have:
- Financial Instruments background: Mutual Funds
- Enterprise program experience
- Project planning
- Program oversight experience
- Ability to lead and rally a group of 3rd party
- Root cause analysis and identify resolution options
- Confidence to challenge PMO when things do not make sense
- Proactive, Hands-On, Hard Working
- Common Sense
- Excellent written and verbal communication

Tech skills:

Nice to have:
- Previous Mutual Fund Conversion experience
- Operations and Tech processing for MF products
- Requirements gathering
- Consulting experience

Seth Friedland


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