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Project Manager

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Overview

Remote
On-site

Job Description

Key Responsibilities
  • 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.
  • Evaluate and implement new technologies and AI tools to boost operational efficiency.
Qualifications
  • 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.
  • Expertise in handling large datasets and optimizing business systems.
  • Experience with DealCloud CRM, eFront, Cobalt, and AI tools is preferred.
  • Knowledge of workflow automation and enterprise data management solutions is advantageous.

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FAQs About Project Manager Jobs at Phaxis

What is the work location for this position at Phaxis?
This job at Phaxis is located in Conshohocken, PA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Phaxis?
Employer has not shared pay details for this role.
What employment applies to this position at Phaxis?
The employer has not provided this information. This may be discussed during the hiring process.
What is the process to apply for this position at Phaxis?
You can apply for this role at Phaxis either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.