Transformative Project Delivery Specialist

Há 4 dias

Rio de Janeiro, Rio de Janeiro, Brasil beBeeImplementation Tempo inteiro US$85.000 - US$125.000
Implementations Project Manager

We're seeking a highly skilled Implementations Project Manager to support our growing Investor Services business. This critical role will play a key part in the onboarding process for new clients, ensuring seamless implementation and maximum value from our software.

About the Role

As an Implementations Project Manager, you will be responsible for coordinating and managing multiple/simultaneous implementation projects. This includes:

  • Supporting new Fund Administration, Portfolio Insights, and Valuations' clients by onboarding them onto our platform
  • Extracting relevant information from operating agreements and subscription documents to upload limited partners to our system
  • Analyzing data thoroughly and precisely to maintain data integrity throughout the onboarding process
  • Effectively liaising between sales and Investor Services teams as the bridge post-sales through implementation
Key Responsibilities

In this role, you will also be responsible for:

  • Continuously looking for ways to improve the efficiency and effectiveness of the onboarding process
  • Working closely with product and engineering teams to enhance the onboarding experience for customers
  • Interacting with a fund's back office (CFO, fund manager) to collect their historical data, provide advisory support, and deliver accurate data to both the client and internal stakeholders
Requirements

To succeed in this role, you will need:

  • Strong project management skills, with experience of coordinating and delivering multiple projects simultaneously
  • Excellent communication and interpersonal skills, with the ability to work effectively with cross-functional teams
  • Strong analytical and problem-solving skills, with the ability to analyze complex data and identify opportunities for improvement
  • Familiarity with financial services and investment products, including fund administration and portfolio insights
What We Offer

As an Implementations Project Manager at our company, you can expect:

  • A competitive salary and benefits package
  • Ongoing training and professional development opportunities
  • A dynamic and supportive team environment
  • The opportunity to work with a cutting-edge technology platform
About Our Company

We are a leading provider of private market infrastructure solutions, shaping the future of the financial services industry. Our mission is to connect founders, investors, and limited partners through world-class software, enabling seamless collaboration and maximum value creation.

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