A Fortune 500 investment firm is seeking a Junior Project Manager / Project Coordinator to support a high-visibility program delivering two investment-advice products in partnership with a third-party asset manager.
The program includes parallel workstreams across product, technology, operations, marketing, and legal, with an accelerated delivery timeline and client onboarding beginning mid-year. This role will support program coordination, tracking, and reporting across multiple stakeholders and workstreams.
Key Responsibilities
Project Coordination & Execution Support
- Coordinate across workstream leads, program manager, and stakeholders to support delivery milestones
- Schedule and facilitate recurring and ad-hoc meetings
- Capture and distribute detailed meeting notes and action items
Tracking & Reporting
- Maintain and update project artifacts including: Project plans, Status reports,
Decision logs and Program trackers
- Track action items and follow up with owners to ensure completion
- Escalate risks and blockers to program leadership
Program Support & Communications
- Support preparation of reporting materials using Excel and PowerPoint
- Assist in organizing communication across internal teams and external third-party provider
- Support coordination across two concurrent product workstreams
Required Qualifications
- 2–4 years of experience in project coordination, project management, or PMO support
- Experience supporting cross-functional initiatives with multiple stakeholders
- Strong proficiency in: Microsoft Excel & Microsoft PowerPoint
- Experience tracking project plans, action items, and status reporting
- Experience facilitating meetings and documenting outcomes
Preferred Qualifications
- Background in business process, operations, or transformation initiatives
- Exposure to technology-driven projects or IT workstreams
- Financial services experience (investment management, retirement, or advisory products)
