Head of Project Management
Phaxis
Drive operational initiatives for process improvement, technology enablement, and AI integration.
Collaborate with investment, operations, and technology teams to streamline workflows and enhance data integrity.
Oversee cross-functional projects, including gathering requirements, aligning stakeholders, and supporting implementation.
Enhance and manage core business systems like CRM and portfolio management platforms.
Analyze data to provide insights, enhance reporting, and identify automation opportunities.
Work with stakeholders to standardize processes and improve data governance.
5+ years in project management, business operations, or technology/process optimization in relevant financial sectors.
- Proven track record in managing cross-functional projects and driving process improvements.
- Experience with DealCloud CRM, eFront, Cobalt, and AI tools is preferred.
- Knowledge of workflow automation and enterprise data management solutions is advantageous.
Vacancy posted 3 days ago
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