We are looking for an experienced Project Manager – Investment Operations to lead and deliver strategic projects within the investment/asset management operations function. The adecuado candidate will have strong project management skills along with a solid understanding of investment operations, financial services, and cross-functional stakeholder management.
Key Responsibilities
Lead end-to-end projects within Investment Operations , from planning and initiation through implementation and closure.
Develop and maintain project plans, timelines, milestones, dependencies, and deliverables.
Coordinate with Investment Operations, Technology, Product, Finance, Risk, Compliance, and other business teams.
Manage project risks, issues, dependencies, and change requests while ensuring timely resolution.
Facilitate project meetings, prepare agendas, track action items, and provide regular project status updates.
Manage stakeholder expectations and communicate project progress, risks, and recommendations to senior leadership.
Identify process gaps and opportunities to improve operational efficiency, controls, and service delivery.
Support implementation of new investment products, operational processes, systems, and technology enhancements.
Coordinate UAT, testing, implementation, and post-production activities.
Ensure projects comply with organizational policies, regulatory requirements, and operational controls.
Prepare project documentation,



status reports, dashboards, and presentations for leadership.
Drive cross-functional teams toward project milestones and successful delivery.
Required Skills & Experience
8+ years of experience in Project/Program Management, preferably within Investment Operations, Asset Management, Wealth Management, or Financial Services .
Strong understanding of Investment Operations and financial services processes.
Proven experience managing complex, cross-functional projects.
Strong knowledge of project planning, scheduling, risk management, issue resolution, and dependency tracking.
Excellent stakeholder management and communication skills.
Experience working with senior business and technology stakeholders.
Strong analytical, problem-solving, and decision-making skills.
Experience with Agile and/or Waterfall project methodologies.
Ability to manage multiple projects and priorities in a fast-paced environment.
Preferred Skills
Experience with Asset Management / Investment Management operations.
Knowledge of trade lifecycle, settlements, reconciliations, portfolio management, securities, and fund operations .
Experience with JIRA, Confluence, MS Project, or similar project management tools .
Experience working with technology transformation or system implementation projects.
PMP, PRINCE2, Agile/Scrum certification is a plus.

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📌 Project Manager-Investment Operations (Ciudad de México)
🏢 Pyramid Consulting
📍 Ciudad de México