Jobs · Finance · California

Technical Delivery Lead (Investment Management)

InvestM Technology LLC · San Francisco, CA · Yesterday
HybridFinanceContract

Key Responsibilities

  • Serve as the first point of contact for techno-functional triage of Data issues, leveraging domain and system knowledge to diagnose, route, and coordinate resolution.
  • Own end-to-end issue lifecycle management, ensuring timely resolution and adherence to SLA commitments.
  • Proactively identify and escalate high-priority or time-sensitive items (e.g., same-day deliverables) to maintain delivery focus.

Stakeholder Communication & Alignment

  • Provide clear, timely updates to stakeholders and manage escalations effectively.
  • Act as a liaison between Investment Operations, Technology teams, and dependent systems to ensure alignment and transparency.
  • Support strong partnership with Ops and Tech managers to drive coordinated outcomes.

Team Operations & Cadence Management

  • Lead daily end-of-day checkpoints/standups to review progress, surface blockers, and align on next-day priorities.
  • Lead sprint planning sessions and facilitate Scrum ceremonies across multiple data engineering workstreams.
  • Plan and facilitate monthly team meetings, including agenda development, logistics coordination, and documentation of key decisions and action items.

JIRA Governance & Backlog Management

  • Enforce JIRA standards, ensuring tickets are accurately created with required fields and aligned to defined workflows.
  • Manage and prioritize Data Engineering backlog, including ongoing grooming, task allocation, and support for ad-hoc analysis tied to enterprise initiatives.
  • Drive improved visibility and throughput by reducing bottlenecks and ensuring work is appropriately sequenced.

Reporting & Continuous Improvement

  • Develop and maintain operational dashboards, track KPIs, and provide actionable insights to leadership on a weekly basis.
  • Identify and drive process improvement opportunities to enhance efficiency, quality, and scalability of Data Engineering delivery operations.

Similar jobs

Technical Delivery Lead

Greenbox CapitalUnited States· 3 wk ago
RemoteManagementapply on greenboxcapital.bamboohr.com