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Front office project manager – investments

London
Banking & Financial Services
Project manager
Posted: 21 August
Offer description

We are seeking a highly motivated Front Office Project Manager – Investments to deliver change initiatives within a leading investment management environment. This role is focused on managing front-to-back projects that enhance the tools, systems, and processes used by portfolio managers and research teams.

You will act as the key link between investment professionals and project/change functions, ensuring business needs are captured, translated, and delivered effectively. This is a hands-on role with visibility to senior stakeholders and real impact on how investment teams operate.


Key Responsibilities

* Lead front-office change projects from requirements gathering through to delivery and post-implementation.

* Work closely with portfolio managers, research analysts, and senior stakeholders to define needs and translate them into actionable project outcomes.

* Deliver and optimise use of front-office systems and data platforms such as FactSet, Bloomberg, Snowflake, Alteryx, and Power BI.

* Improve governance, risk processes, and investment data infrastructure to support decision-making.

* Coordinate across business, change, and technology teams to ensure aligned project execution.

* Manage project plans, budgets, timelines, and risks, ensuring delivery of agreed outcomes.

* Embed solutions into front office teams, with appropriate documentation, training, and stakeholder support.


Skills & Experience

* Proven experience as a Project Manager / Change Manager within asset management, wealth management, or capital markets.

* Strong knowledge of investment processes, research workflows, and portfolio management tools.

* Hands-on experience with front-office platforms: FactSet, Bloomberg, and ideally Snowflake, Alteryx, Power BI.

* Recognised project management qualification (PRINCE2, PMP, Agile) desirable.

* Excellent stakeholder management and communication skills, with experience engaging senior leaders.

* Strong analytical and problem-solving skills, with high attention to detail.

* Proficiency in MS Project, Excel, and other Microsoft Office tools.


Ideal Background

* Front-office change, transformation, or investment operations project experience.

* Exposure to product governance, risk management, and regulatory frameworks in investment management.

* Track record of delivering projects that improve investment platforms, tools, or processes.

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