2,973 Investment Management jobs in the United States
Asset Manager (Affordable Housing) - Virginia
Job Viewed
Job Description
Company Profile:
BLDG Partners LLC is a Southern California based real estate investment firm founded in 2010 focused on the preservation of workforce and affordable housing. We pursue opportunities to improve communities in urban and suburban markets across the country.
Position:
BLDG Partners is seeking an Asset Manager (Affordable) to join our growing firm dedicated to providing quality, affordable housing across the US. This position is based in Virginia.
In the position, the Asset Manager will help implement Asset Management Best Practices to achieve department goals and successfully manage the portfolio with a focus on establishing uniform management and the implementation of the company’s operational business plans.
The Asset Manager would analyze property performance, cash flows, valuation, market trends and operational strengths and weaknesses to inform strategies for maximizing value to the company and stakeholders. The Asset Manager would also independently monitor the activities of third-party property management firms responsible for the daily operations of the properties, with the goal of reporting significant information to the VP of Asset Management.
This individual would thrive in an entrepreneurial culture and be detailed oriented, organized and highly detail-oriented; accustomed to allocating time to double-check work with the ability to prioritize and handle multiple tasks with flexibility. They must also work cooperatively and collaboratively to help build a successful and growing company.
Responsibilities:
Business Planning
- Prepare and present regular reports on asset performance, valuation, and risk assessment to owners, executive team, and other stakeholders.
- Problem solve property and portfolio level issues through research, analysis and implementation and topics as a key resource to the VP of Asset Management
Forecasting & Benchmarking
- Prepare market analysis reports, including comparable rents, vacancy, and absorption/supply
- Demonstrate a strong understanding and monitoring of key financial and operational Key Performance Indicators (KPIs). Execute underwritten business plans. Successfully manage reserves, lease-up processes, and other financial aspects of the portfolio.
- Prepare and present detailed financial and operational planning, budgeting, reforecasting, data management, analysis and reporting, ensuring all internal and external financial reporting requirements and deadlines are met while monitoring internal watchlist
- Prepare analysis of trends through regular operating metrics while acting swiftly to address budget variances and operational issues via analysis of rent roll, P&L statement and property level reporting Maximize cash flow and total return for each assigned property through the analysis of financial and operational reports to identify opportunities for improvements
Portfolio Management
- Work closely with various third-party agent departments to ensure full data integrity and quality reporting, maintaining an in-depth and up-to-date record of property activity and document management
- Create and update quarterly asset management plans for each property helping lead the big picture while assisting in the development and monitoring of strategies to maximize asset values within the portfolio
- Complete property inspections as part of monitoring property performance, management execution and property capital needs, funding sources and potential savings opportunities.
- Present information in a clear and concise manner, ensuring that complex data and recommendations are easily understood by diverse stakeholders. Communicate property performance relative to budget and underwriting with clarity.
External and Internal Partnerships
- Develop, foster and maintain relationships with management agents, lenders, contractors, third-party monitors, investors, local and state housing agencies, General Partners and others in the LIHTC industry leveraging the relationship to enhance property and portfolio value, as well as the overall company value.
- Ensure each asset is in compliance with regulatory agencies and meeting fiduciary obligations to lenders/investors
Requirements:
- Bachelor’s Degree (BA/BS) in Business, Finance, Real Estate or Urban Planning preferred, though not required.
- Five years of experience in real estate, accounting, finance, or construction management with relevant affordable housing industry experience and/or certifications
- Prior experience in the LIHTC/HUD industry is preferred
- Comfortable navigating and analyzing transaction legal documents, financial projections and financial reports
- Ability to discuss critical paths, complex scheduling and related matters with internal and external partners
- Strong Excel modeling skills with working knowledge of Smartsheets, Yardi, AIM and/or Realpage
- A collaborative team player with a strong work ethic
- Position is Hybrid or Remote depending on candidate’s circumstances and experience
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Senior Director, Asset Management & Investment Strategy
Posted 4 days ago
Job Viewed
Job Description
This role demands a proven ability to develop and execute comprehensive asset management plans, including leasing strategies, capital improvement programs, and disposition planning. You will be instrumental in conducting market research, analyzing investment trends, and formulating strategic recommendations to maximize portfolio returns. The Senior Director will collaborate closely with acquisition, development, and finance teams, providing critical insights to support investment decisions. Exceptional analytical, leadership, and communication skills are paramount, as is the ability to thrive in a dynamic, remote-first environment. This is a unique opportunity to shape the investment strategy and asset performance of a significant real estate portfolio from anywhere in the US.
Key Responsibilities:
- Develop and implement strategic asset management plans to optimize property performance and value.
- Analyze market trends, economic conditions, and competitive landscapes to identify investment opportunities.
- Conduct financial modeling, valuation analysis, and sensitivity testing for potential acquisitions and dispositions.
- Oversee leasing activities, tenant relations, and capital expenditure programs for the portfolio.
- Prepare detailed investment committee memos, portfolio reviews, and performance reports.
- Collaborate with external partners, brokers, and property managers to execute asset strategies.
- Monitor industry best practices and emerging trends in real estate investment and asset management.
- Provide strategic guidance to the acquisition and development teams.
- Master's degree in Finance, Real Estate, Business Administration, or a related field. CFA designation is a plus.
- Minimum of 10 years of progressive experience in real estate asset management, investment, or development.
- Proven track record of successfully managing and optimizing a significant real estate portfolio.
- Expertise in financial modeling, valuation techniques, and real estate market analysis.
- Strong understanding of real estate law, leasing, and capital markets.
- Exceptional leadership, negotiation, and communication skills.
- Demonstrated ability to work independently and lead effectively in a remote setting.
Investment Management Specialist
Posted 27 days ago
Job Viewed
Job Description
San Antonio, Texas
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
+ Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools
+ Monitors, analyzes, and reviews the current market environment and research portfolio recommendations
+ Monitors and manages client portfolios to align with client goals, objectives, risk tolerance, and time horizons
+ Reviews and manages team proprietary models to align with current market assumptions by participating in CIO and manager updates and reviewing reports and allocation updates
+ Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns
+ Assesses and shares pricing findings with clients to ensure understanding of the value of advice and accompanying solutions
**Skills:**
+ Causation Analysis
+ Financial Management
+ Investment Management
+ Trading Strategy
+ Trading and Investment Analysis
+ Portfolio Analysis
+ Portfolio Management
+ Price Verification and Valuation
+ Trade Monitoring
+ Trading
+ Client Investments Management
+ Client Solutions Advisory
+ Financial Analysis
+ Financial Forecasting and Modeling
+ Wealth Planning
**Required Qualifications:**
+ Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
+ SAFE Act Registration; ADV-2B Required
+ Maintain at least one firm approved designation
+ Possess and demonstrate strong communication skills
+ Thorough knowledge and understanding of the suite of Wealth Management products and services
+ Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk
+ Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures
+ Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way
**Desired Qualifications:**
+ CFA designation
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
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Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Investment Management Project Manager
Posted today
Job Viewed
Job Description
Investment Management Project Manager
Full-Time
Boston, MA or Springfield, MA
The Opportunity
The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO’s mission to increase the value impact of change efforts across MassMutual’s corporate functions. As an Investment Management Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors and portfolio leads in developing required detailed project artifacts tailored to project complexity.
The Team
This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution.
The Impact:
As the Investment Management Project Manager, you will:
- Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding
- Develop and maintain required Detailed Planning artifacts and manage plan execution
- Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals
- Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process
- Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning
- Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment
- Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity
- Drives continuous improvement and efficiencies beyond own scope of responsibility
- Accountable for meeting all business requirements from development through implementation
The Minimum Qualifications
- Bachelor's degree or equivalent experience and expertise
- 8+ years of project management experience
- 1+ years of experience in project management software including but not limited to MS Project and Jira
The Ideal Qualifications
- 10+ years of project management experience, 5+ within a PMO
- 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process.
- Proven success in delivering complex long-term projects on time, within budget, and to scope
- Project Management Professional (PMP) certification or equivalent
- Strong understanding of project management methodologies i.e. Agile or Waterfall
- Excellent communication (written and verbal) and interpersonal skills
What to Expect as Part of MassMutual and the Team
- Regular meetings with the portfolio sponsor
- Focused one-on-one meetings with your manager
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
- Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
#LI-DM2
#CFPMO
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
Investment Management Program Manager
Posted today
Job Viewed
Job Description
Investment Management Project Manager
Full-Time
Boston, MA or Springfield, MA
The Opportunity
The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO’s mission to increase the value impact of change efforts across MassMutual’s corporate functions. As an Investment Management Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors and portfolio leads in developing required detailed project artifacts tailored to project complexity.
The Team
This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution.
The Impact:
As the Investment Management Project Manager, you will:
- Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding
- Develop and maintain required Detailed Planning artifacts and manage plan execution
- Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals
- Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process
- Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning
- Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment
- Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity
- Drives continuous improvement and efficiencies beyond own scope of responsibility
- Accountable for meeting all business requirements from development through implementation
The Minimum Qualifications
- Bachelor's degree or equivalent experience and expertise
- 8+ years of project management experience
- 1+ years of experience in project management software including but not limited to MS Project and Jira
The Ideal Qualifications
- 10+ years of project management experience, 5+ within a PMO
- 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process.
- Proven success in delivering complex long-term projects on time, within budget, and to scope
- Project Management Professional (PMP) certification or equivalent
- Strong understanding of project management methodologies i.e. Agile or Waterfall
- Excellent communication (written and verbal) and interpersonal skills
What to Expect as Part of MassMutual and the Team
- Regular meetings with the portfolio sponsor
- Focused one-on-one meetings with your manager
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
- Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
#LI-DM2
#CFPMO
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
Investment Management Project Manager
Posted today
Job Viewed
Job Description
Investment Management Project Manager
Full-Time
Boston, MA or Springfield, MA
The Opportunity
The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO’s mission to increase the value impact of change efforts across MassMutual’s corporate functions. As an Investment Management Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors and portfolio leads in developing required detailed project artifacts tailored to project complexity.
The Team
This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution.
The Impact:
As the Investment Management Project Manager, you will:
- Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding
- Develop and maintain required Detailed Planning artifacts and manage plan execution
- Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals
- Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process
- Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning
- Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment
- Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity
- Drives continuous improvement and efficiencies beyond own scope of responsibility
- Accountable for meeting all business requirements from development through implementation
The Minimum Qualifications
- Bachelor's degree or equivalent experience and expertise
- 8+ years of project management experience
- 1+ years of experience in project management software including but not limited to MS Project and Jira
The Ideal Qualifications
- 10+ years of project management experience, 5+ within a PMO
- 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process.
- Proven success in delivering complex long-term projects on time, within budget, and to scope
- Project Management Professional (PMP) certification or equivalent
- Strong understanding of project management methodologies i.e. Agile or Waterfall
- Excellent communication (written and verbal) and interpersonal skills
What to Expect as Part of MassMutual and the Team
- Regular meetings with the portfolio sponsor
- Focused one-on-one meetings with your manager
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
- Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
#LI-DM2
#CFPMO
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
Investment Management Program Manager
Posted today
Job Viewed
Job Description
Investment Management Project Manager
Full-Time
Boston, MA or Springfield, MA
The Opportunity
The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO’s mission to increase the value impact of change efforts across MassMutual’s corporate functions. As an Investment Management Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors and portfolio leads in developing required detailed project artifacts tailored to project complexity.
The Team
This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution.
The Impact:
As the Investment Management Project Manager, you will:
- Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding
- Develop and maintain required Detailed Planning artifacts and manage plan execution
- Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals
- Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process
- Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning
- Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment
- Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity
- Drives continuous improvement and efficiencies beyond own scope of responsibility
- Accountable for meeting all business requirements from development through implementation
The Minimum Qualifications
- Bachelor's degree or equivalent experience and expertise
- 8+ years of project management experience
- 1+ years of experience in project management software including but not limited to MS Project and Jira
The Ideal Qualifications
- 10+ years of project management experience, 5+ within a PMO
- 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process.
- Proven success in delivering complex long-term projects on time, within budget, and to scope
- Project Management Professional (PMP) certification or equivalent
- Strong understanding of project management methodologies i.e. Agile or Waterfall
- Excellent communication (written and verbal) and interpersonal skills
What to Expect as Part of MassMutual and the Team
- Regular meetings with the portfolio sponsor
- Focused one-on-one meetings with your manager
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
- Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
#LI-DM2
#CFPMO
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
Investment Management Program Manager
Posted today
Job Viewed
Job Description
Investment Management Project Manager
Full-Time
Boston, MA or Springfield, MA
The Opportunity
The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO’s mission to increase the value impact of change efforts across MassMutual’s corporate functions. As an Investment Management Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors and portfolio leads in developing required detailed project artifacts tailored to project complexity.
The Team
This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution.
The Impact:
As the Investment Management Project Manager, you will:
- Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding
- Develop and maintain required Detailed Planning artifacts and manage plan execution
- Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals
- Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process
- Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning
- Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment
- Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity
- Drives continuous improvement and efficiencies beyond own scope of responsibility
- Accountable for meeting all business requirements from development through implementation
The Minimum Qualifications
- Bachelor's degree or equivalent experience and expertise
- 8+ years of project management experience
- 1+ years of experience in project management software including but not limited to MS Project and Jira
The Ideal Qualifications
- 10+ years of project management experience, 5+ within a PMO
- 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process.
- Proven success in delivering complex long-term projects on time, within budget, and to scope
- Project Management Professional (PMP) certification or equivalent
- Strong understanding of project management methodologies i.e. Agile or Waterfall
- Excellent communication (written and verbal) and interpersonal skills
What to Expect as Part of MassMutual and the Team
- Regular meetings with the portfolio sponsor
- Focused one-on-one meetings with your manager
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
- Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
#LI-DM2
#CFPMO
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
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Investment Management Project Manager
Posted today
Job Viewed
Job Description
Investment Management Project Manager
Full-Time
Boston, MA or Springfield, MA
The Opportunity
The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO’s mission to increase the value impact of change efforts across MassMutual’s corporate functions. As an Investment Management Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors and portfolio leads in developing required detailed project artifacts tailored to project complexity.
The Team
This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution.
The Impact:
As the Investment Management Project Manager, you will:
- Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding
- Develop and maintain required Detailed Planning artifacts and manage plan execution
- Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals
- Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process
- Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning
- Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment
- Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity
- Drives continuous improvement and efficiencies beyond own scope of responsibility
- Accountable for meeting all business requirements from development through implementation
The Minimum Qualifications
- Bachelor's degree or equivalent experience and expertise
- 8+ years of project management experience
- 1+ years of experience in project management software including but not limited to MS Project and Jira
The Ideal Qualifications
- 10+ years of project management experience, 5+ within a PMO
- 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process.
- Proven success in delivering complex long-term projects on time, within budget, and to scope
- Project Management Professional (PMP) certification or equivalent
- Strong understanding of project management methodologies i.e. Agile or Waterfall
- Excellent communication (written and verbal) and interpersonal skills
What to Expect as Part of MassMutual and the Team
- Regular meetings with the portfolio sponsor
- Focused one-on-one meetings with your manager
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
- Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
#LI-DM2
#CFPMO
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
Investment Management Program Manager
Posted today
Job Viewed
Job Description
Investment Management Project Manager
Full-Time
Boston, MA or Springfield, MA
The Opportunity
The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO’s mission to increase the value impact of change efforts across MassMutual’s corporate functions. As an Investment Management Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors and portfolio leads in developing required detailed project artifacts tailored to project complexity.
The Team
This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution.
The Impact:
As the Investment Management Project Manager, you will:
- Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding
- Develop and maintain required Detailed Planning artifacts and manage plan execution
- Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals
- Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process
- Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning
- Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment
- Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity
- Drives continuous improvement and efficiencies beyond own scope of responsibility
- Accountable for meeting all business requirements from development through implementation
The Minimum Qualifications
- Bachelor's degree or equivalent experience and expertise
- 8+ years of project management experience
- 1+ years of experience in project management software including but not limited to MS Project and Jira
The Ideal Qualifications
- 10+ years of project management experience, 5+ within a PMO
- 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process.
- Proven success in delivering complex long-term projects on time, within budget, and to scope
- Project Management Professional (PMP) certification or equivalent
- Strong understanding of project management methodologies i.e. Agile or Waterfall
- Excellent communication (written and verbal) and interpersonal skills
What to Expect as Part of MassMutual and the Team
- Regular meetings with the portfolio sponsor
- Focused one-on-one meetings with your manager
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
- Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
#LI-DM2
#CFPMO
MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.Investment Management Program Manager
Posted today
Job Viewed
Job Description
Investment Management Project Manager
Full-Time
Boston, MA or Springfield, MA
The Opportunity
The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO’s mission to increase the value impact of change efforts across MassMutual’s corporate functions. As an Investment Management Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors and portfolio leads in developing required detailed project artifacts tailored to project complexity.
The Team
This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution.
The Impact:
As the Investment Management Project Manager, you will:
- Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding
- Develop and maintain required Detailed Planning artifacts and manage plan execution
- Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals
- Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process
- Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning
- Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment
- Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity
- Drives continuous improvement and efficiencies beyond own scope of responsibility
- Accountable for meeting all business requirements from development through implementation
The Minimum Qualifications
- Bachelor's degree or equivalent experience and expertise
- 8+ years of project management experience
- 1+ years of experience in project management software including but not limited to MS Project and Jira
The Ideal Qualifications
- 10+ years of project management experience, 5+ within a PMO
- 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process.
- Proven success in delivering complex long-term projects on time, within budget, and to scope
- Project Management Professional (PMP) certification or equivalent
- Strong understanding of project management methodologies i.e. Agile or Waterfall
- Excellent communication (written and verbal) and interpersonal skills
What to Expect as Part of MassMutual and the Team
- Regular meetings with the portfolio sponsor
- Focused one-on-one meetings with your manager
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
- Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
#LI-DM2
#CFPMO
MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.