Technical Project Manager - Investment Banking Advisory
Stratacent
Overview Job Title: Technical Project Manager – Investment Banking Advisory Experience: 10+ Years Location: Hybrid- New York City Responsibilities Lead end-to-end execution of front-office initiatives aligned to origination and execution priorities Define project scope, milestones, timelines, deliverables, and success metrics Translate banker and business stakeholder requirements into actionable project plans Partner across Technology, Data, Compliance, and Operations to ensure successful execution Track risks, dependencies, issues, and scope across multiple workstreams Provide concise, executive-level status updates to senior stakeholders Oversee UAT and ensure solutions meet front-office usability and business requirements Drive delivery in a fast-moving deal environment with minimal oversight Required Qualifications 5–8+ years of experience in: Project Management Investment Banking, Capital Markets, or Private Capital Advisory environments Supporting front-office or revenue-producing business teams Strong understanding of the investment banking advisory deal lifecycle, from origination through closing Proven ability to manage cross-functional initiatives involving business and technology stakeholders Excellent executive communication and stakeholder management skills Ability to work independently and effectively in high-pressure environments Preferred Qualifications Experience with workflow automation and/or AI-enabled productivity initiatives Background working at a top-tier advisory firm or independent investment bank Prior exposure to banker-facing transformation, process improvement, or front-office technology initiatives What Success Looks Like Improved visibility and coordination across active engagements Measurable workflow efficiency gains for bankers and deal teams On-time delivery against committed project timelines Strong adoption of solutions by front-office stakeholders Company Profile Stratacent is a Global IT consulting and Services firm, headquartered in Jersey City, NJ, USA with offices in UK, Canada, and South Africa and global capability centers (GCC) in Pune and Gurugram in India. Our focus areas include Data and AI, Cloud Services, Automation, IT Operations, Application Development, and Information Security.
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Global managed services firm assisting customers with digital transformation, including data and analytics, cloud services, automation, and IT service management. stratacent.com Employee Benefits Stratacent is an equal opportunity employer. As such, to the extent defined by federal, state, and municipal law, Stratacent will not discriminate against any employee or applicant for employment on the basis of race, color, creed, religion, age, sex, national origin, ancestry, handicap, or any other factor protected by law. #J-18808-Ljbffr Stratacent- ...our North American financial advisory practice. You will be expected... ...financial advisory mandates, manage complex transactions... ...expertise in deal management and technical delivery. Key Responsibilities... ...partnership; and Access to principal investment opportunities alongside...SuggestedPermanent employmentFull timeFor contractorsImmediate startRemote work
- JCW Group seeks a Director of Advisory Compliance to lead compliance for its Investment Banking activities, including Corporate Finance, Advisory, Capital Markets... ...information barriers. You will oversee conflicts management, policy development, and supervision, while...Suggested
- ...on the Director Advisory Services team you... ...partner with senior investment bankers to... ...clients and senior management.Advanced technology... ...managing multiple projects simultaneously.Excellent... ...analytical, technical problem-solving,... ...in investment banking, consumer and small...Suggested
- ...0213Reference Number: 25-00870Title: Technical Project ManagerPosted Date: 2025-07-29Company... ...Regulatory space and Data projects in Investment Banking experience.Work Location: New York... ...experienced Investment Banking Tech Project Manager with a strong background in banking,...SuggestedWork at office3 days per week
$149.67k - $171.05k
...Director of Delivery, Sustainability Advisory to oversee the operations, resource allocation, and project workflows of our sustainable... ...designed for an experienced manager who specializes in... ...workflows. Responsibilities: Technical Execution and Program DeliveryLead...SuggestedFull timeContract workFlexible hours$130k - $180k
...financial services, currently helping investment banks and private equity firms fully... ...the way we coordinate work across our technical teams has become one of our highest priorities... ...that happen. As our Technical Project Manager, you will sit at the intersection of...Local area$200k - $250k
...currently recruiting an experienced professional to join as Head of Investment Advisory within the firm’s Capital Partners (CP) business. This... ...behalf of the CP Multi-Family Office (MFO) business, which manages approximately $60 billion in discretionary assets under...Full timeWork at officeLocal area- ...Possibility.Position SummaryThe AVP, Corporate Transformation Advisory Delivery Manager will oversee and implement transformation initiatives to... ...sensitive situations with discretionDemonstrate proficiency in project and program managementDemonstrate proficiency in data...Full timeTemporary workWork experience placementRemote workWork from home
$170k - $190k
...Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back... ...research, market making, trust services and investment advisory and asset management services.Our Investment Banking Team is committed to...Work at office$150k - $225k
...Description / Overview: Activism, Shareholder Advisory and Raid Defense have been... ...situations as part of the broader GS Investment Banking teamConducting market research and surveillance... ...audience consists of most senior management (C-Suite) and Board of Directors to which...Full timeTemporary workPart timeWork at office$175k - $225k
...leading business divisions - Global Advisory, Wealth Management, Asset Management and Five Arrows.As... ...most successful independent advisory investment bank in the world. The Healthcare team... ...globally on international / cross-border projects.ResponsibilitiesExecute live deals...Full timeWork at office$150k - $170k
...Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back... ...research, market making, trust services and investment advisory and asset management services.Our Investment Banking Team is committed to...- ...Director, Investment Banking, FIG Requisition ID: 254309 Salary Range... ...originate and execute financing and advisory opportunities for the FIG... ...for financial modeling. Manage end‑to‑end advisory and... ...ability to manage multiple projects while maintaining quality....Flexible hours
- ...dynamic Infrastructure Finance & Advisory team.As an Associate in... ...greenfield and brownfield projects across a variety of sectors... ..., financial and risk management objectives. Job Responsibilities... ...Capabilities, and Skills4-6 years of investment banking or private equity...
$150k - $200k
...relationship-oriented bank for the modern world.... ...comWhat You’ll Be Doing:The Investment Banking Compliance... ....Preparation of management information as it relates... ...as part of transaction advisory and client engagements... ...J.D. preferredStrong technical skills in Microsoft Excel...Full time$275k
...rates in the industry.Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies... ...and seeking to hire a talented and experienced Managing Director to launch and lead an Aerospace,...Full timeWork at officeLocal areaRemote work$175k - $225k
...leading business divisions - Global Advisory, Wealth Management, Asset Management and Five Arrows.... ...Technology GroupMarket-leading Technology Investment Banking franchise, consistently executing... ...on international / cross-border projects. The Technology Group plays a...Full timeWork experience placementWork at office$130k - $175k
DescriptionKforce has a client that is seeking a Senior Manager - Risk Advisory in New York, NY.Requirements* Bachelor's degree in relevant discipline (e.g., Accounting, Finance, Statistics, Data Analytics, Auditing, or related field) required* Professional Certification...$100k - $125k
...Walker & Dunlop Digital Infrastructure Advisory team is looking to bring on an... ...group is currently comprised of a team of investment banking and capital markets professionals from... ...modeling, marketing of transactions, management presentations, negotiation, documentation...Full timeTemporary workWork experience placementWork at officeLocal areaMonday to FridayFlexible hours$110k - $130k
...BBVA CIB’s financial advisory unit has set up a specialized... ...on debt advisory (project finance, acquisition... ...potential clients, lenders (banks and institutional... ...junior associates at investment banks, advisory firms,... ...relevant for this role. Technical knowledge and...Work at officeLocal area- ...caliber Associate for its Capital Structure Advisory Group in New York. You will lead day-to-day project management on complex liability management and restructuring... ...clients. Ideal candidates have 3+ years in investment banking or related fields, bachelor’s degree, and...
$185k - $250k
...an Associate in New York specializing in Corporate Finance Advisory, focusing on Capital Structure and Financing Advisory. This... ...and capital allocation. Ideal candidates possess 2-4 years of Investment Banking experience, outstanding analytical skills, and excel in communication...$185k - $250k
...Corporate Finance Advisory - Capital... ...advisory and asset management firms. Our people... ...and other advisory projects and assignments that... ...work with sector banking teams and clients... ...of experience in Investment Banking, with a particular... ...Excellent technical skills (Excel,...Local area$180k - $225k
...Private Equity Product Management and Investor... ...differentiated and technically rigorous view of its... ...professional who combines investment fluency, strong project management,... ...or placement agent advisory.Experience at a leading... ...agent, investment bank, institutional consultant...Full timeTemporary workWork experience placementFlexible hours$145k - $180k
...Opportunities business.AIO manages ~$8.5bn and employs... ...core strategies to invest in assets and companies... ...follow-upWork on strategic projects for new business... ...investing and/or investment banking, finance and... ...a world-class medical advisory team, a mental health...Full timeTemporary workWork experience placementWork at officeFlexible hours$295k - $325k
...and agility. This means investing in talent,... ....MUFG is an expert in project finance, supporting clients... ...overall project finance bank in the Americas since... ..., and project finance advisory services. Transactions... ...debt financing and risk management solutions for clients...Full timeWork at officeLocal areaRemote work$149.67k - $171.05k
...metrics-driven Director of Delivery, Sustainability Advisory to oversee the operations, resource allocation, and project workflows of our sustainable design and... ...practice. This role is designed for an experienced manager who specializes in establishing standard operating...Contract workFlexible hours$200k - $300k
...trading book. This role involves managing book risk and capital... ...including Research, Sales, and M&A Advisory—to develop and expand the... ..., Capital Markets, and Investment Banking to enhance the firm's... ...Event-Driven trading book.Technical Expertise: In-depth knowledge...Full timeLocal area$221k - $275k
...financial services firm providing a wide range of investment banking, securities, investment, and wealth management services. The Firm's employees serve clients... ...responses with respect to the IMM methodology. Work in advisory capacity to local and global risk managers and...Temporary workLocal areaRemote workWorldwide2 days per week- ...out of harm's way.XTEND is seeking an Investor Relations Manager based in New York to lead day-to-day investor relations as... ...markets, or corporate finance at a public company, investment bank, or IR advisory firm.• Direct experience managing or supporting quarterly...Full timeWork at officeWorldwideRelocation3 days per week
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