Information Technology Project Coordinator (Financial services)

W2 only. Hybrid in San Francisco, CA or Boston, MA.

About the role

The Investment Operations Technology Program Coordinator supports the day-to-day execution of technology delivery for Investment Operations & Fund Treasury. This is a hands-on, execution-focused role responsible for running recurring team and governance meetings, coordinating Agile Planning Increment (PI) logistics and artifacts, staying well-versed in JIRA to support reporting and data accuracy, and providing organized, reliable program support across delivery teams.

Responsibilities

• Meeting & Governance Coordination
  • Run weekly delivery team meetings: facilitate the agenda, capture minutes and action items, track follow-through, and organize breakout discussions as needed.
  • Facilitate the monthly all-hands meeting: build and coordinate the agenda, own the meeting invite/calendar logistics, and run recurring segments such as Kudos and "Get to Know" team member spotlights.
  • Coordinate logistics for Planning Increment (PI) workshops, sessions, and retrospectives.
• Agile & PI Planning Support
  • Support quarterly Planning Increment (PI) planning across delivery teams: coordinate scheduling, logistics, and cross-team facilitation.
  • Help produce and maintain PI planning artifacts (e.g., team objectives, roadmaps, dependency trackers).
  • Track action items and dependencies coming out of PI events and follow up until closed.
• JIRA Reporting & Data Analysis
  • Stay well-versed in JIRA and help build dashboards and reports, check data for accuracy, and support delivery teams in following established processes and ticket hygiene standards.
  • Use reporting/visualization tools such as Big Picture to track dependencies, roadmaps, and cross-team delivery status.
  • Perform data analysis on JIRA and related delivery data to support leadership reporting and decision-making.
  • Support the creation of materials for the quarterly Steering Committee (Steer Co) with business clients, including status rollups, metrics, and presentation materials.
• Project & Program Support
  • Maintain project trackers, status reports, and RAID logs under the direction of program/product leads.
  • Accountable for departmental service delivery process, metrics, and reporting.
  • Monitor progress against milestones and flag risks or delays to leads.
  • Maintain and organize project artifacts, including charters, roadmaps, and meeting archives.
• Communication & Stakeholder Coordination
  • Serve as the point of contact for scheduling and logistics across cross-functional stakeholders and delivery teams.
  • Provide regular, organized updates to leads on meeting outcomes, action items, and PI progress.
  • Build strong working relationships with delivery team leads and business partners.
• Support Staff Onboarding
  • Support onboarding and offboarding processes for staff transitions, maintaining continuity of portfolio management activities.
  • Coordinate transition plans to ensure knowledge transfer and minimize disruption to operations.
  • Partner with team leads to ensure smooth integration of new staff and effective offboarding of departing staff.

Requirements

• 3-5 years of experience in a program/project coordination, scrum support, or similar operational role.
• Experience within investment management, asset management, or another financial services environment.
• Bachelor's degree or equivalent combination of education and experience.
• Based in San Francisco preferred; if remote, willingness to travel to SF no more than once per quarter.
• Comfortable working in a hybrid environment, balancing in-office and remote collaboration.
• Self-starter who can work with moderate supervision and adapt to changing priorities.
• Basic data analysis / reporting skills (Excel required).

Skills

• Meeting facilitation and note-taking skills; comfortable running recurring meetings independently.
• JIRA: comfortable navigating boards, pulling reports, checking data accuracy, and building light dashboards; familiarity with tools such as Big Picture a plus.
• Comfortable working with data: pulling reports and doing basic analysis to support delivery and leadership reporting.
• Working knowledge of Agile/Scrum and Planning Increment (PI) concepts.
• Excellent organization, follow-through, and attention to detail.
• Strong written and verbal communication skills, including experience preparing materials for senior/business audiences.
• Comfortable coordinating across multiple teams and stakeholders simultaneously and working effectively in a hybrid environment.
• Proficient in Microsoft Office (Word, Excel, PowerPoint); Confluence experience a plus.