Job Summary:
The Project Manager is responsible for identifying and finalising project/implementation scope for Enfusion by CWAN implementations in EMEA.
Enfusion by CWAN delivers a fully unified front-to-back platform with a PMS and OEMS framework that empowers managers to pivot quickly, integrate alternative strategies or exotic securities, and support operational complexity.
In this role you will lead the transition from Sales to Global Delivery team pre-project kick-off and from Global Delivery to Client Services upon implementation. You will also seek out, recommend, and implement continuous service improvements within the project timeline (and future projects).
Responsibilities:
- Identifies and finalises project/implementation scope.
- Develops detailed implementation plans including internal, client and third-party resourcing.
- Manages and coordinates with internal, client and third-party resources to ensure a successful, on time and with quality implementation per plan.
- Generates weekly status reports, holds weekly status meetings with client and project team.
- Seek out, recommend, and implement continuous service improvements.
- Serves as a trusted relationship manager responsible for ensuring timely, accurate, and thorough responses to all client inquiries and a successful transition to the steady-state servicing team.
- Be the bridge between various business stakeholders including Client Servicing team, Sales team, and Development team.
- Ability to run multiple simultaneous implementations with minimal oversight.
- Driving implementation of front to back software.
Required Skills:
- Skilled in JIRA, Excel, and Salesforce. Explores, trials, and provides trusted recommendations for the use of other tools and technologies as use cases arise.
- Financial Services Experience (Investment, Banking, Insurance, FinTech, etc)
- Familiarity with Software-as-a-Service (SaaS) platforms and delivery model
- Strong computer skills, including proficiency in Microsoft Office.
- Excellent attention to detail and strong documentation skills.
- Outstanding verbal and written communication skills.
- Strong organisational and interpersonal skills.
- Exceptional problem-solving abilities.
- Maintain project transparency via Smartsheet software or Monday.com
- Proactively mitigate risks and address issues via escalating effectively
Education and Experience:
- 4+ years of relevant project management and implementation experience working with external clients.
- Proven experience implementing software solutions within Asset Management, Market Data and/or Insurance space.
- Consulting experience.
- Securities or financial markets experience.
Top Skills
What the Team is Saying
What We Do
Enfusion, a Clearwater Analytics company (NYSE: CWAN), helps investment managers solve their most pressing challenges by approaching innovation from a fundamentally different perspective. Our cloud-native, multi-tenant architecture powers continuous innovation, non-disruptive upgrades, and unmatched speed to market for institutional investors. We empower them to see clearly—so they can act with confidence.
From hedge funds to asset managers, we support firms in streamlining operations and scaling efficiently, so they can remain focused on performance and strategy. Our global team supports over 14,500 investment managers across nine global offices on four continents.
Follow Clearwater (https://builtin.com/company/clearwater-analytics) to stay informed on how we’re driving the future of investment technology—together.
Why Work With Us
Enfusion is your opportunity to pursue your passion, showcase and further develop your skills, and launch a meaningful and rewarding career. Our environment is collaborative and entrepreneurial. We’re self-starters who work together to solve challenges and propel our mission forward. Enfusion is where your future meets the future of finance.
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Enfusion, a Clearwater Analytics company Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
