Change Management Lead Project Analyst

About the role

The Change Management Lead Project Analyst supports projects within Capital Partners, focusing on Change Management. They are responsible for the entire project lifecycle, including initiation, organization, analysis, and completion of projects addressing business goals and needs.

Responsibilities

• Initiate, organize, analyze, and complete projects
• Manage project meetings and write detailed requirements
• Coordinate project team throughout the lifecycle, including planning, scoping, analysis, design, development, testing, and implementation
• Manage project documentation and support the use of project management tools
• Contribute to user acceptance test planning and execute user acceptance testing
• Coordinate and oversee successful project implementations

Requirements

• Results-oriented with understanding of project impact
• Experience in financial services, particularly private wealth management and/or investment management
• Experience with portfolio accounting systems and concepts
• Familiarity with relevant software platforms (FIS Addvantage, SEI’s Wealth Platform, Charles River Development, Addepar)
• Project management and execution experience
• Data collection and documentation skills
• Effective communication and stakeholder management
• Analysis and problem-solving abilities
• Strong organizational and time management skills

Qualifications

• Bachelor’s degree required
• 5+ years of experience in project management and execution
• Experience in financial services, particularly private wealth management and/or investment management
• Experience with portfolio accounting systems and concepts
• Familiarity with relevant software platforms (FIS Addvantage, SEI’s Wealth Platform, Charles River Development, Addepar)
• Strong analytical and problem-solving skills
• Excellent verbal and written communication skills
• Negotiation and mediation skills

Skills

• Project management
• Change management
• Financial services industry knowledge
• Portfolio accounting systems
• Software proficiency (FIS Addvantage, SEI’s Wealth Platform, Charles River Development, Addepar)

Benefits

Private wealth management and/or investment management experience preferred. Compensation includes base salary, discretionary bonuses, and profit-sharing. Benefits include long-term savings, healthcare, income protection, professional development opportunities, and time off.

Pay

$90k - $110k base salary + annual bonus

Schedule

This role is a hybrid role, requiring a minimum of three days per week in-office.