Senior Technical Project Manager

Posted 6 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
155K-175K Annually
Senior level
Analytics
The Role
Lead end-to-end delivery of technology and data initiatives for private markets (credit & insurance). Define scope, translate business needs into project plans and requirements, coordinate engineering/data/operations/vendors, identify automation opportunities, produce documentation and training, manage risks and stakeholder communications, and ensure on-time delivery using tools like JIRA, Sigma, and Excel.
Summary Generated by Built In

Senior Technical Project Manager

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Location: New York US (3 days/week in office)

Type: Full-time

Department: Technology 

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Job Summary

We are seeking a highly skilled Technical Project Manager to drive technology-enabled initiatives across a Private Markets platform, with a focus on Credit and Insurance strategies, for one of our top clients, a leading global asset management firm. The ideal candidate combines private markets or financial services expertise with a strong technical and product mindset, operating as a hands-on leader in a fast-paced, high-performance environment.

Responsibilities

  • Lead the end-to-end delivery of technology and data initiatives that support investment, portfolio monitoring, and risk management for our client's Credit & Insurance business.
  • Define program scope, objectives, and deliverables aligned with strategic business goals.
  • Partner with business stakeholders to define, prioritize, and execute technology and product initiatives that deliver measurable business value.
  • Translate strategic objectives from deal teams, underwriting, portfolio management, and operations into detailed project plans, business requirements, and execution roadmaps.
  • Coordinate cross-functional teams, including engineering, data, operations, finance, and third-party vendors—to deliver high-impact solutions on time and within scope, leveraging tools such as JIRA, Sigma, and Excel for planning, tracking, and analysis.
  • Proactively identify process gaps and automation opportunities across investment operations, pipeline management, policy administration, and portfolio analytics, and drive pragmatic solutions from concept through implementation.
  • Collaborate with internal stakeholders and external vendors to ensure seamless execution and successful delivery of initiatives.
  • Produce clear documentation, including business requirements, process flows, runbooks, and standard operating procedures (SOPs), and support user training and change management.
  • Communicate program status, milestones, risks, and dependencies clearly and proactively to senior leadership and key stakeholders.
  • Identify program risks and issues proactively and implement effective mitigation and contingency strategies.

Eligibility Requirements

  • 5–10 years of experience in fintech, financial services, or consulting (Private Credit experience is a plus) in roles such as Technical Project Manager, Program Manager, Product Manager, or Senior Business Analyst.
  • Bachelor's degree in Finance, Business Administration, Computer Science, Information Systems, or a related field.
  • Strong understanding of financial concepts relevant to private credit and insurance, and how they translate into data, systems, and business processes.
  • Proven track record of delivering complex, cross-functional initiatives in a high-performance environment, ideally within a top-tier financial institution, private equity firm, private credit firm, or leading technology organization.
  • Demonstrated ability to balance strategic thinking with hands-on execution while managing multiple workstreams and stakeholders.
  • Self-starter who thrives in ambiguity, takes ownership, and consistently drives outcomes with minimal supervision.
  • Strong interpersonal, communication, and stakeholder management skills, with the ability to influence and build relationships across all levels of the organization.
  • Excellent written and verbal communication skills, with the ability to present effectively to senior stakeholders and translate technical concepts into business language.
  • Strong critical thinking, sound judgment, and a high degree of professionalism.
  • Comfortable engaging with senior leaders, managing upward, and navigating competing priorities with maturity and discretion.

Required Skills & Tools

  • Proficiency with JIRA (or similar tools) for backlog management, sprint planning, project tracking, and status reporting.
  • Advanced Excel skills for financial analysis, portfolio modeling, KPI tracking, and business analysis.
  • Solid understanding of data architectures, APIs, integration patterns, and enterprise application ecosystems, with the ability to collaborate closely with engineering and data teams on solution design.
  • Working knowledge of common development languages and technologies, including Python, SQL, Java, JavaScript, and .NET, with the ability to engage effectively with engineering teams on design decisions, delivery, and implementation trade-offs.
  • Strong understanding of modern technology architectures, including cloud-native platforms, microservices, service-oriented architecture (SOA), data pipelines, and event-driven integrations.
  • Experience partnering with technology teams on API design, system integrations, data model reviews, technical requirements, solution architecture discussions, and end-to-end delivery across upstream and downstream platforms.
  • Familiarity with software delivery best practices, including Agile methodologies, SDLC governance, DevOps concepts, release planning, testing coordination, environment management, and production implementation readiness.

Preferred Qualifications

  • Experience with Sigma, Power BI, or similar business intelligence platforms to develop dashboards and self-service analytics for investment and insurance stakeholders.
  • Familiarity with credit products, including private credit and structured credit, and/or insurance business models such as life, property & casualty, or specialty lines, along with related underwriting, pricing, and portfolio management metrics.
  • Experience with platforms commonly used in private markets and financial services, including CRM systems, portfolio monitoring tools, data warehouses, and low-code platforms.

 

In the US, the target base salary for this role is $155,000–$175,000. Compensation is based on a range of factors that include relevant experience, knowledge, skills, other job-related qualifications, and geography. We expect the majority of candidates who are offered roles at our company to fall throughout the range based on these factors

How to Apply

  • Click "Apply Now" to submit your resume through our career site
  • Be sure to include any relevant experience that aligns with the role.
  • Qualified candidates will be contacted by a member of our recruitment team for next steps

About eClerx

eClerx is a leading provider of productized services, bringing together people, technology and domain expertise to amplify business results.​
The firm provides business process management, automation, and analytics services to a number of Fortune 2000 enterprises, including some of the world’s leading financial services, communications, retail, fashion, media & entertainment, manufacturing, travel & leisure, and technology companies. Incorporated in 2000, eClerx is traded on both the Bombay and National Stock Exchanges of India. The firm employs more than 19,000 people across Australia, Canada, France, Germany, Switzerland, Egypt. India, Italy, Netherlands, Peru, Philippines, Singapore, Thailand, the UK, and the USA.

For more information, visit www.eclerx.com  

You can also find us on:

https://www.linkedin.com/company/eclerx/ 

https://www.indeed.com/cmp/Eclerx/about

https://www.glassdoor.com/eClerx

eClerx is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. We are also committed to protecting and safeguarding your personal data. Please find our policy here


Skills Required

  • 5-10 years experience in fintech, financial services, or consulting (Private Credit experience a plus)
  • Bachelor's degree in Finance, Business Administration, Computer Science, Information Systems, or related field
  • Strong understanding of financial concepts relevant to private credit and insurance
  • Proven track record delivering complex, cross-functional initiatives in high-performance environments
  • Ability to balance strategic thinking with hands-on execution across multiple workstreams
  • Self-starter who thrives in ambiguity and takes ownership
  • Strong interpersonal, communication, and stakeholder management skills
  • Excellent written and verbal communication; present effectively to senior stakeholders
  • Strong critical thinking, sound judgment, and professionalism
  • Comfortable engaging with senior leaders and managing upward
  • Proficiency with JIRA (or similar) for backlog management, sprint planning, tracking, and reporting
  • Advanced Excel skills for financial analysis, portfolio modeling, and KPI tracking
  • Understanding of data architectures, APIs, integration patterns, and enterprise application ecosystems
  • Working knowledge of Python, SQL, Java, JavaScript, and .NET to engage with engineering teams
  • Understanding of cloud-native platforms, microservices, SOA, data pipelines, and event-driven integrations
  • Experience partnering with technology teams on API design, system integrations, data model reviews, and solution architecture
  • Familiarity with software delivery best practices: Agile, SDLC governance, DevOps, release planning, testing coordination
  • Experience with Sigma, Power BI, or similar BI platforms for dashboards and analytics
  • Familiarity with credit products (private/structured) and/or insurance business models and related metrics
  • Experience with platforms used in private markets: CRM, portfolio monitoring tools, data warehouses, low-code platforms

eClerx LLC Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about eClerx LLC and has not been reviewed or approved by eClerx LLC.

  • Healthcare Strength Feedback suggests U.S. employees have access to medical, dental, and vision coverage, with HSA/FSA options and life insurance included. An Employee Assistance Program also appears in the public benefits profile supporting wellbeing.
  • Retirement Support Feedback suggests a 401(k) is part of the U.S. package, with some mentions of an employer match. Retirement provision is consistently cited across company profiles and listings.
  • Leave & Time Off Breadth Feedback suggests paid holidays, sick leave, and PTO are part of the offering, alongside parental leave. Parental leave is also highlighted in public benefits profiles.

eClerx LLC Insights

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The Company
HQ: Mumbai, Maharashtra
12,544 Employees
Year Founded: 2000

What We Do

eClerx provides business process management, automation and analytics services to a number of Fortune 2000 enterprises, including some of the world's leading financial services, communications, retail, fashion, media & entertainment, manufacturing, travel & leisure, and technology companies. Incorporated in 2000, eClerx is today traded on both the Bombay and National Stock Exchanges of India. The firm employs 16,000+ people across Australia, Canada, Germany, India, Italy, Netherlands, Philippines, Singapore, Thailand, UK, and the USA.

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