Job 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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