Asset Management Project Manager – Outsourcing an entire department - Boutique London based Asset Manager (8-month FTC Project)

The Role

Asset Management Project Manager – Outsourcing an entire department – Boutique London based Asset Manager (8-month FTC Project)

Martis Search are representing a City of London based, boutique Asset Management company to hire an interim Asset Management experienced “Project Manager.”

This is a hugely important and sensitive hire for the company. The hire is also time sensitive and the project has to be delivered no later than the x 8-month time period.

Our client needs an experienced Asset Management focused Project Manager who has had a proven experience in leading outsourcing departments projects (“lift and shift” type experience) i.e moving an entire department out of the business to an external vendor.

You will report into a senior manager and also have a dotted line into their CEO/ be able to present and update to their Board level.

The role will involve all process mapping and data migration of departmental processes, be responsible for the entire project execution and handover, as well being responsible for creating a formal plan to handover the new process to the end client.

Once the department is outsourced, there is a need to create a new outsourced governance model, SLA’s with the vendor, as well as be responsible to exit relationships and contract agreements for all related external providers i.e. Accounting and Fund Accounting Platforms and a Transfer Agency Platform.

Having Prince2 is highly desirable and our client is flexible on someone with either Agile, or Waterfall Project Management strategies.

Being able to start quickly on a notice period is important too.

The company offer a hybrid mix of “working-from-home” and also in-the-office, so you get the best of both worlds.

Key responsibilities & duties

• Develop and maintain comprehensive project plans, including scope, schedule, budget, and resource allocation.
• Track project progress, identify and mitigate risks, and proactively address any issues that may arise.
• Manage project budgets, ensuring adherence to financial constraints.
• Monitor and control project deliverables, ensuring they meet defined quality standards.
• Facilitate effective communication and collaboration among all project stakeholders.
• Conduct regular project status reviews with stakeholders and executive management.

Qualifications & Experience:

• 5 years of experience as a Project Manager within the Financial Services industry.
• Proven experience in managing outsourcing projects, preferably within the Financial Services sector, and specifically with “lift and shift” projects.
• Strong understanding of project management methodologies including Agile and Waterfall.
• Proficiency in project management tools including Jira and MS Project.
• Excellent analytical, problem-solving, and decision-making skills.
• Strong written and verbal communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Strong attention to detail and organizational skills.
• Experience with data analysis and reporting tools.

General

The Project Manager will:

• Read and comply with all internal HR, IT and other policies as updated and advised from time to time
• Undertake such training as reasonably requested by the Firm for the performance of the above responsibilities and duties
• Dress in such business attire as requested and varied by the Firm from time to time
• Maintain a professional standard of behaviour whilst on the Firm’s premises or whilst undertaking business on behalf of the Firm.
• Comply with all reasonable directions of the CEO and senior management

Compliance & Regulation

The Project Manager will:

• Always comply with the FCA’s code of conduct, all other applicable regulations, and the compliance, HR and other internal polices of the company.
• Always comply with the FCA’s code of conduct, all other applicable regulations, and the compliance procedures of the Firm
• Report to the Whistle Blowing Manager any matter of concern about activities or behaviours by the company or any of its managers.
• Report to the data protection officer any known or suspected data breach.
• Report any suspicious transactions to the Money Laundering Reporting office (MLRO) as soon as possible, noting that any other internal or external reporting should be left to the MLRO’s discretion.
• Complete annual questionnaires on fitness and proprietary in an honest, timely and complete basis and to advise the Head of Compliance of any material interim changes to the responses given in these questionnaires as soon as reasonably possible.
• Will always maintain a level of professionalism and good standing expected of someone working in this role.

Salary

Up-to £80 k pa for 8-months (equivalent to earning between £100 k pa – £120 k pa if the role was permanent, or on a 12-month fixed-term contract basis), plus a very good pension contribution.