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