IT Operations Project Manager/Senior Business Analyst – CIB

Business Overview:

CIB Americas ITO Operations Process Management, is a team that supports eight Operations units:

• Control & Regulatory Oversight, • Product Control, • Derivatives Execution and Clearing, • Securities, Execution and Clearing, • Collateral Management and Treasury Liquidity & Forecasting Management. • Trade & Treasury Support • Financing Solution Operations • Credit Middle Office

The Process Management objective is to provide a set of services to implement Operations Units initiatives such as:

• Subject Matter Expertise in product and operation knowledge, • Defining and implementing target operating model, • Process re-engineering, • Systems improvement and enhancements.


Multidisciplinary in nature, the Vice President Project Manager works autonomously or – for larger or Transversal projects - under the direction of another project manager and will be required to:

• Continuously reconcile expectations of numerous stakeholders in the process (regional vs global, function vs business line)
• Foster coordination and knowledge management on transversal undertakings across teams involved and across geographies
• Develop project management plans including business requirements, test plans, risk assessments and communication strategy in coordination with relevant teams
• Drive project(s) to their completion and manage risks inherent to execution or consequence of the changing context
• Develop and maintain knowledge current on rule makings and general industry developments regarding U.S. regulatory reform
• Review work for completeness, accuracy and effectiveness of staff assigned to the project to ensure high level of qualify on all project deliverables
• Manage a small number of direct reports (business analysts or assistant project managers) and/or consultants

In addition the BA/PM can undertake business analysis tasks either as contributor to another Project or in the context of a self-managed initiative:

• Act as support and work on ad hoc assignments as needed including, but not limited to, quantitative analysis, data consolidation and crunching, driving a specific part of the project end to end, prepare recommendation
• Write procedures or other documentation to record rule analysis and impact assessment, flow charts, RACI analysis and other diagnostic documentation as well as business requirements and other design documents
• Participate to the organization and preparation of Project and Steering Committees
• Attend project meetings, prepare meeting notes and distribute to identified stakeholders
• Produce project reports; request, collect, analyze, query, verify consistency and completeness and integrate weekly status reports from projects work streams
• Collect project documentation and insure proper archiving in available project management information systems
• Follow-up on the changes to project management plan and update project master plan
• Follow-up with project managers to ensure timeline is being respected and deliverables are to be met on schedule
• Keep updated action and issue logs, contact list, project distribution list and other registers
• Perform quality assurance, insure the completeness and adequacy of deliverables
• Proven ability to lead and manage a team
• Ability to think strategically and analytically
• Solution mindset and creativity
• Initiative, autonomy, self-motivated, self-starter
• Executive oral and written communication
• Ability to build and maintain relationships with various types of stakeholders
• High energy, tenacity, resilience, capacity to keep going under pressure and meet demanding deadlines
• Attention to detail and the ability to manage multiple undertakings at the same time and with different level of granularity, constantly keeping focus on priorities
• Very strong work ethic and ability to deal with confidential information
• Experience working successfully in a multicultural environment

Minimum Required Qualifications:

• 8 + years in Financial Services industry
• Bachelor’s degree from accredited university
• Strong written and verbal communications
• Strong Knowledge in Delta 1 and Prime Brokerage businesses
• Comprehensive knowledge of the Back office organization and infrastructure
• Ability to understand and direct workflow and process changes across all Operational teams
• Experience in project management for a company with a global footprint in a multicultural environment with large scale projects
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Project)

Preferred Qualifications:

• Experience in operations for Prime brokerage or delta 1 activities
• In depth knowledge in equity swaps and/or portfolio swaps
• Strong sense of risk and critical thinking
• Display good relationship qualities, team spirit, and ability to work cross-functionally
• PMP certification a plus