Project Manager

• IQEQ is a preeminent service provider to the alternative asset industry. IQEQ works with managers in multiple capacities ranging from hedge fund, private equity fund, and mutual fund launches; private equity fund administration; advisory firm set-up, regulatory registration and infrastructure design; ongoing regulatory compliance (SEC, CFTC, and 40 Act); financial controls and operational support services; compliance and operational related projects and reviews; and outsourced CFO/controller and administration services to private equity fund investments – portfolio companies, real estate assets and energy assets. Our client base is growing, and our existing clients are engaging the firm across the spectrum of our services offerings.

What is Asset Owners Solutions:

• The creation of IQ-EQ AOS stems from many years of servicing fund of fund clients, ultra-high net worth individuals & institutional investors. Clients have been requesting solutions which provide full transparency on their portfolios, Investors need to know the finer details of their portfolios and they require to “drill down” into their underlying assets and portfolios.
• IQ-EQ AOS team in addition to providing the Fund Admin services to the clients mentioned above. It is leveraging the state of the art technologies (“Cosmos”) alongside the technical expertise in providing dynamic and transparent reporting solutions to the GP as well as the LP community.

IQ-EQ Cosmos:

• A secure platform delivering real time data reporting and data analysis with slicing and dicing capabilities. Allowing clients to have a single source of truth helping with their performance analysis and portfolio monitoring solutions.

Responsibilities (how we will measure success)

• Core responsibilities on all aspects of Project Management, including but not limited to; Initiation, planning, design, execution, gather requirements, monitoring and controlling including change control and project closure – ensuring predictable and successful delivery. For both external client projects and internal projects.
• Supporting Cosmos Product Delivery Manager reporting management information such as project KPIs and status
• Line management responsibilities, managing Project Managers / Business Analyst, included but not limited to.
• Adhere to the Change Delivery team’s standard methodology and governance processes including use of approved templates and checklists.

Tasks (what does the role do on a day-to-day basis)

Project Management:

• Lead and conduct new client implementations from Initation to go live, following IQ-EQ AOS project governance structure.
• Conduct in gap analysis exercises for new implementations & bespoke reporting/dashboard and change request.
• Coordinate with IQ-EQ AOS Delivery & Development teams to understand and assist in defining detailed business requirements.
• Provide Cosmos admin training & demos for any clients or new implementations.
• Support in providing Cosmos demos to any prospects as and when needed.
• Ensure all project related documentation is updated include but not limited to – action log, project initiation documentation, meeting notes, requirements documentation.
• Support in non-client facing projects, e.g. IT or product development related projects as and when needed.

Change Management

• Lead Change Management requests from Initation to client sign off, as and when needed.
• Including but not limited to requirements gathering, gap analysis on change request, coordinating with the Delivery & Development teams to understand & define the business requirements and successful delivery and sign off on the change.

Management Information Reporting

• Effective and transparent communications ensuring the flow of information to all stakeholders involved.
• Report project KPIs & status to AOS Senior Management & Product Delivery Manager.

Project Governance

• Ensure standard project governance templates are being utilised and following.
• Support the Product Delivery Manager for the on-going AOS Project Governance Roadmap
• Support in regular review of project templates, processes and documentation.

Line Management

• Successfully manage AOS Hyderabad based Project Managers & Business Analysts
• Ensure all staff have set objectives & agreed KPIs.
• Staff have regular EDCs, regular catchup calls & career progression plans.
• Future recruitment planning, succession planning and career development plans

Risk Management:

• Ensure an operational resilience exists within IQ-EQ AOS by ensuring the procedures and any be-spoke solutions are documented for Business Continuity
• Supporting testing strategies required to ensure Business Continuity 
• Ensure client specific checklists are designed to mitigate functional risks and are constantly reviewed to ensure they are fit for purpose
• Liaise with Risk & Compliance contribute in making the overall risk framework stronger for Investor Solutions.

Key competencies for position and level

• Communicates Effectively
• Plans and Aligns
• Manages Conflict
• Resourcefulness
• Balances Stakeholders

Key behaviours we expect to see

In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:

• Taking Ownership
• Resilience
• Positivity
• Proactivity

Required Experience

Essential Criteria:

• 4 to 5 years’ experience of end-to-end project management and/or implementations, ideally from a private equity / limited partner / family office background
• Excellent organisational, prioritisation and interpersonal skills
  • Comfortable communicating with diverse stakeholders including subject matter experts, peers, managers, customers and suppliers
  • ‘Can do’ attitude, ability to cope with tight deadlines and working under pressure
  • Ability to take initiative
  • Self manager and starter
• Excellent presentation & organisational skills, both written and oral
• Excellent documentation skills and documenting requirements and creating wireframes
• Strong Excel, PowerPoint and MS Viso skills
• Use of Project Management software including but not limited to Monday.com, MS projects
• Ability to take a creative approach to resolving a range of issues
• Comfortable of working across diverse jurisdictions
• Degree level qualification

Desired Criteria:

• Degree in financial discipline
• Experience of operating within a firm that shares some of the following features: -
  • Globally distributed teams
  • Financial Services
  • Fast-paced and rapidly evolving environment
• Prince 2 certified or other project management related certificates (preferred but not essential)
• Tableau & SQL /Snow