Fintech Project Manager
Company: O'Neil Digital Solutions, LLC
Location: New York
Posted on: April 4, 2025
Job Description:
Select how often (in days) to receive an alert:Data Analysis Inc
(DAI) is the parent company of a global group of privately held
firms in fields ranging from institutional equity markets to
digital investment news and information to omnichannel
communication solutions. DAI provides leadership, oversight, and
strategic direction and shapes the purpose, vision, and mission of
these firms. Shared services include administration, finance, and
human resources. DAI's global team embraces an entrepreneurial
focused environment fostering collaboration, teamwork, and
creativity with a dynamic culture that emphasizes the value of its
associates and their dedication to success. We strive to be leaders
in our field, innovators with a history of being in the forefront
of using technology to deliver our services.SummaryWe are seeking a
Project Manager to drive the successful delivery of a new internal
product supporting stock market-related applications. This role
will work closely with the project sponsor to define requirements,
evaluate solutions, and lead the projects and cross-functional
teams using agile, scrum, and varied methodologies. The ideal
candidate has experience in business/system analysis, vendor
management, and aligning dispersed teams including those through US
and India.Duties and Responsibilities
- Develop and demonstrate an understanding of the firm's business
and stakeholder needs, expectations, and requirements.
- Collaborate with the project team in determining the approach,
deliverables, and tools required to meet project objectives.
- Collaborate with the project team to estimate cost and schedule
using established estimating processes and tools.
- Obtain stakeholder sign-off on project charter, scope,
schedule, budget, and deliverables.
- Coordinate all activities of the project team and ensure that
project tasks are completed by scheduling and facilitating
project-related team meetings (i.e. kick-offs, status,
internal/stakeholder reviews, etc.) and communicating action steps
and expectations to the team.
- Document business and technical requirements, translate
functional requirements into technical specifications, and document
technical and process workflows.
- Ensure that QA establishes test cases, acceptance criteria,
and, if appropriate, pulse-test script automation while providing
project oversight to guarantee compliance with financial and
regulatory standards.
- Act as the point of contact for all day-to-day project
issues.
- Develop, maintain, review and/or disseminate all project
documentation including project charter, status reports, invoices,
change orders, schedules, budgets, and retrospective reviews.
- Collaborate on the content and presentation of key deliverables
to ensure relevancy, strategy, quality and timeliness.
- Manage vendor and third-party relationships (i.e., consultants,
software providers, etc.).
- Manage and control project scope and the change control process
to ensure that projects are completed according to schedule and
within budget.
- Identify project risks, develop a risk response plan, and
regularly communicate risk status to the project team and
stakeholders.
- Establish benchmarks for measuring deliverable quality and take
corrective actions as necessary.
- Work with distributed teams in the US, India, and potentially
China.
- Identify opportunities to incorporate AI-driven solutions.
- Perform other duties as assigned.Qualifications &
Requirements
- A minimum of eight years in a project management role
(Financial services industry preferred).
- Bachelor's degree or better.
- PMP certification a plus.
- Certification in Product Owner or ScrumMaster is desired.
- Experience with Agile and Waterfall development
approaches.
- Ability to work early hours to align with the US stock market
schedule.
- Experience with AWS, Python, Jira, Confluence, and SharePoint
is a plus.
- Knowledge of options trading or algorithmic trading is a
bonus.
- Previous work as a business system analyst is desired.
- Exceptional clarity and precision in written and oral
communication.
- Perform all work and activities with honesty and
integrity.
- Effectively communicate (and listen) clearly, professionally,
politely and persuasively in all situations; respond well and in a
reasonable, timely manner.
- Challenge conventional practices and use creativity and
information to lead, innovate, problem solve, and implement ideas
to contribute to the growth of the organization.
- Collaborates with co-workers to achieve common goals.
- Demonstrate a team-player mentality and a willingness to fill
any role as needed to support team success.
- Take personal responsibility for productivity, quality and
timeliness of work.Work Location & TravelOption to work from home
or work from our offices in New York, Boston, Los Angeles, or
Plano. If working offsite may require travel to meet in Los Angeles
up to 2-4 times a year for company gatherings or major project
milestones.Working ConditionsMust be able to perform the essential
job duties. Work is performed primarily in an office environment.
Typically requires the ability to sit for extended periods of time
(66%+ each work day), ability to hear the telephone, ability to
enter data on a computer and may also require the ability to lift
up to 10 pounds.Equal Opportunity EmployerData Analysis Inc is an
equal opportunity employer. All aspects of employment including the
decision to hire, promote, discipline, or discharge, will be based
on merit, competence, performance, and business needs. We do not
discriminate on the basis of race, color, religion, marital status,
age, national origin, ancestry, physical or mental disability,
medical condition, pregnancy, genetic information, gender, sexual
orientation, gender identity or expression, veteran status, or any
other status protected under federal, state, or local law.
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Keywords: O'Neil Digital Solutions, LLC, New York , Fintech Project Manager, Executive , New York, New York
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