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
CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights.
The result? Investment management that works as seamlessly as your investment strategy.
Since our founding in 2004, CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies, asset managers, and hedge funds to asset owners like corporations, endowments, and pension funds managing over $10 trillion in assets.
Why Work With Us
We continue to grow, fueled by a strong foundation, an ambitious vision, and a commitment to delivering exceptional value to our clients, partners, and team members around the world.
What started as a bold idea in Boise, Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices
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Employees engage in a combination of remote and on-site work.
