Senior Technical Project Manager

Senior Technical Project Manager

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Location: New York US (3 days/week in office)

Type: Full-time

Department: Technology 

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Job Summary

We are seeking a highly skilled Technical Project Manager to drive technology-enabled initiatives across a Private Markets platform, with a focus on Credit and Insurance strategies, for one of our top clients, a leading global asset management firm. The ideal candidate combines private markets or financial services expertise with a strong technical and product mindset, operating as a hands-on leader in a fast-paced, high-performance environment.

Responsibilities

• Lead the end-to-end delivery of technology and data initiatives that support investment, portfolio monitoring, and risk management for our client's Credit & Insurance business.
• Define program scope, objectives, and deliverables aligned with strategic business goals.
• Partner with business stakeholders to define, prioritize, and execute technology and product initiatives that deliver measurable business value.
• Translate strategic objectives from deal teams, underwriting, portfolio management, and operations into detailed project plans, business requirements, and execution roadmaps.
• Coordinate cross-functional teams, including engineering, data, operations, finance, and third-party vendors—to deliver high-impact solutions on time and within scope, leveraging tools such as JIRA, Sigma, and Excel for planning, tracking, and analysis.
• Proactively identify process gaps and automation opportunities across investment operations, pipeline management, policy administration, and portfolio analytics, and drive pragmatic solutions from concept through implementation.
• Collaborate with internal stakeholders and external vendors to ensure seamless execution and successful delivery of initiatives.
• Produce clear documentation, including business requirements, process flows, runbooks, and standard operating procedures (SOPs), and support user training and change management.
• Communicate program status, milestones, risks, and dependencies clearly and proactively to senior leadership and key stakeholders.
• Identify program risks and issues proactively and implement effective mitigation and contingency strategies.

Eligibility Requirements

• 5–10 years of experience in fintech, financial services, or consulting (Private Credit experience is a plus) in roles such as Technical Project Manager, Program Manager, Product Manager, or Senior Business Analyst.
• Bachelor's degree in Finance, Business Administration, Computer Science, Information Systems, or a related field.
• Strong understanding of financial concepts relevant to private credit and insurance, and how they translate into data, systems, and business processes.
• Proven track record of delivering complex, cross-functional initiatives in a high-performance environment, ideally within a top-tier financial institution, private equity firm, private credit firm, or leading technology organization.
• Demonstrated ability to balance strategic thinking with hands-on execution while managing multiple workstreams and stakeholders.
• Self-starter who thrives in ambiguity, takes ownership, and consistently drives outcomes with minimal supervision.
• Strong interpersonal, communication, and stakeholder management skills, with the ability to influence and build relationships across all levels of the organization.
• Excellent written and verbal communication skills, with the ability to present effectively to senior stakeholders and translate technical concepts into business language.
• Strong critical thinking, sound judgment, and a high degree of professionalism.
• Comfortable engaging with senior leaders, managing upward, and navigating competing priorities with maturity and discretion.

Required Skills & Tools

• Proficiency with JIRA (or similar tools) for backlog management, sprint planning, project tracking, and status reporting.