The Role
The Project Manager will oversee planning, execution, and delivery of projects, ensuring alignment with business goals and managing multiple initiatives.
Summary Generated by Built In
About Valitana
Valitana is a rapid growing FinTech startup providing cutting-edge SaaS solutions for institutional investors. Founded in 2017, our platforms have advanced financial analysis, trade flow, and portfolio management tools. Valitana provides robust, intuitive solutions allowing our clients to make informed decisions by improving their operational workflows.
With over 500+ active users, our institutional clients include CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Valitana was Ranked #1 in the “Best CLO Analytics Service”, “Best Secondary CLO Platform”, and “Best CLO Portfolio Management Service” in the Creditflux CLO Census for 2023.
Position Overview
Valitana is seeking a highly organized and results-driven Project Manager to oversee the planning, execution, and delivery of strategic projects for Valitana Vantage. The ideal candidate will possess strong leadership skills, exceptional attention to detail, and the ability to manage multiple initiatives simultaneously while ensuring alignment with business goals. The Project Manager will play a key role in ensuring that our solutions exceed client expectations and support the company’s strategic growth objectives.
Responsibilities
Qualifications
What We Offer
The base salary range for this role is $125,000 – $150,000. Valitana offers a competitive compensation package which includes base salary and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, healthcare with medical, dental, vision, telemedicine, and PTO.
Employees in this role will work in the office Mondays through Wednesdays with the flexibility to work remotely Thursdays and Fridays.
Valitana is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Valitana is a rapid growing FinTech startup providing cutting-edge SaaS solutions for institutional investors. Founded in 2017, our platforms have advanced financial analysis, trade flow, and portfolio management tools. Valitana provides robust, intuitive solutions allowing our clients to make informed decisions by improving their operational workflows.
With over 500+ active users, our institutional clients include CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Valitana was Ranked #1 in the “Best CLO Analytics Service”, “Best Secondary CLO Platform”, and “Best CLO Portfolio Management Service” in the Creditflux CLO Census for 2023.
Position Overview
Valitana is seeking a highly organized and results-driven Project Manager to oversee the planning, execution, and delivery of strategic projects for Valitana Vantage. The ideal candidate will possess strong leadership skills, exceptional attention to detail, and the ability to manage multiple initiatives simultaneously while ensuring alignment with business goals. The Project Manager will play a key role in ensuring that our solutions exceed client expectations and support the company’s strategic growth objectives.
Responsibilities
- Lead the end-to-end planning, coordination, and execution of client projects for Valitana Vantage, ensuring delivery is within scope and project timelines
- Collaborate with cross-functional teams—including Product, Engineering, Client Services, and Compliance—to align project outcomes with business objectives
- Develop and maintain detailed project plans, timelines, and status reports, ensuring clear communication of milestones and deliverables to stakeholders
- Identify, assess, and mitigate project risks, proactively resolving issues to avoid delays or scope changes.
- Serve as the primary point of contact for internal teams and external stakeholders, facilitating efficient decision-making and progress tracking.
- Drive process improvements and implement project management best practices to enhance efficiency and delivery quality.
- Monitor key project performance indicators and report progress to senior leadership.
Qualifications
- 5+ years of project management experience, preferably within the FinTech, SaaS, or financial services industry.
- Bachelor’s degree in Business, Finance, Technology, or a related field.
- Proficiency in project management tools (e.g., Jira, Confluence, Excel, Visio or similar) and MS Office Suite.
- Proven track record managing complex, multi-stakeholder projects from inception to completion.
- Strong understanding of financial products, investment workflows, and institutional investment markets (experience with loans or structured products is a plus).
- Exceptional organizational, problem-solving, and decision-making skills.
- Excellent verbal and written communication skills, with the ability to convey complex concepts to both technical and non-technical audiences.
- Ability to thrive in a fast-paced, evolving startup environment while managing multiple priorities.
What We Offer
The base salary range for this role is $125,000 – $150,000. Valitana offers a competitive compensation package which includes base salary and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, healthcare with medical, dental, vision, telemedicine, and PTO.
Employees in this role will work in the office Mondays through Wednesdays with the flexibility to work remotely Thursdays and Fridays.
Valitana is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Top Skills
Confluence
Excel
JIRA
Ms Office Suite
Visio
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The Company
What We Do
Valitana is dedicated to building intuitive, integrated, and customizable platforms for modern investment professionals. Valitana aims to deliver clear, concise, relevant insights and enable our clients to focus on informed security selection, asset allocation, and risk management.
Vantage is our a multi-asset class trade and portfolio management platform. With extensive data warehousing capabilities, custom-built workflows, a powerful compliance engine, and numerous third-party integrations, Vantage is designed to help operations, finance, portfolio managers, traders, compliance, and IR focus on what matters most.
Valitana Analytics is our CLO analysis and workflow platform. Deep dive into the analytics and relative value metrics of any deal, create your own custom analytics, run valuations with an unlimited set of your own custom cashflow projection scenarios, and quickly run price / yield tables and liquidation NAVs.
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