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Technical Project Manager

Company: Risk Solutions
Location: Cambridge
Posted on: November 22, 2021

Job Description:

The person hired to this position will manage and implement technical support projects related to the Blue Sky Solution (BSS) compliance application as well as provide customer and operational support for the system. He or she will work as part of a team that supports both BSS system license clients as well as the NRS Administrative Services operation that provides regulatory services to investment companies and third party administrators for the purpose of compliance with Blue Sky state securities regulations related to mutual funds.Blue Sky Technical Project Manager Job Responsibilities include:Project Management

  • Work with clients and other stakeholders to define requirements for specific Blue Sky support projects such as data conversions, set up of new data feeds and other application updates or system enhancements
  • Provide consultation on project options
  • Estimate project work and costs
  • Prepare statements of work
  • Lead project implementation in cooperation with customers, data centers, and other client and NRS support staff
  • Track project time and submit project information for invoicingProject ImplementationWith appropriate training, the candidate will be responsible for:
    • Implementing all aspects of data conversion conversion for client onboarding into the BSS V5 (SAAS) application both from the legacy BSS V4 application and from other external Blue Sky compliance systems
    • Such projects include conversion of historical sales, permits, filings and data feeds as well as QA of the migrated data
    • Implementing all aspects of projects to set up new sales data feeds, both for individual new feeds projects and when setting up multiple feeds when on-boarding a new client
    • Coordinating technical aspects of new client onboardingBlue Sky Operational SupportProvide backup for operational activities including:
      • Monitoring daily sales data feed file transmission, routing and processing
      • Resolving issues related to these processes
      • Validating data feed mappingsBlue Sky System Customer Support
        • Learn to use the BSS systems with primary focus on BSS V5
        • Become one of the team that provides customer support
          • Obtain key information about reported issues
          • Utilize written documentation or enlist assistance from other staff to respond to the issue
          • Ensure that each issue is resolved and that clients are satisfiedEssential Job Functions:The Technical Project Manager will have close working relationships with new and existing customers and vendors, as well as with the existing development team, support team and the staff in our Blue Sky Administrative Services operation.The Technical Project Manager will understand, implement and support processes that bring data into the system or transfer data between systems, review the quality of transferred data and work to help resolve any data issues that are identified. That data may be transferred from other Blue Sky compliance systems in the case of new client on-boarding, or transferred on an on-going basis in the case of established mutual fund sales reporting feeds. For some period of time, it will also involve a focus on migrating data from the legacy BSS V4 system to the new BSS V5 SAAS system. An aspect of the position involves the mastering data requirements for tracking and reporting of mutual fund sales and of related supporting systems. Over time, this will require understanding not only of the BSS system, but also of the data fed to the BSS system by upstream external entities including Transfer Agent systems and by Financial Intermediary systems.Minimum Position Requirements:Any candidate must regard customer satisfaction as critical and have a work history that demonstrates this commitment. The candidate will have strong communication skills (both written and oral) with the ability to communicate both on a technical level and in terms understood by end users. The candidate will have strong analytical skills and be able to quickly identify key components of a system and how they interact. The candidate must have excellent organizational skills and be capable of prioritizing tasks and managing a variety of concurrent responsibilities. The candidate must work well in a team environment, and also be able to work independently. The candidate must have experience with project management and project estimation. The candidate must have a strong understanding of the financial services industry, including the functions of Transfer Agents, Broker Dealers and of other financial intermediaries and have worked in a related area for at least 7 years. The candidate must have strong interest in extending his or her knowledge of both the business domain - the rules related to Blue Sky compliance - and of the technical and managerial skills needed to help our clients meet their goals when using our software and/or employing our services.The candidate should have experience with the skill set listed below:Technical Skill Set:
            • Strong communication and client interaction skills
            • Software system related project management experience
            • Strong data management abilities with tools such as MS Access, Excel and SQL
            • Business system requirements definition and/or Systems Analysis
            • Facility with one or more scripting language such as MS Batch, PowerShell, PERL or JavaScript
            • Experience using Atlassian tools such Jira and Confluence is a plus
            • Ability to read and understand program flow in at least one major programming language with particular benefit if that includes any of the following:
              • MS Visual C++
              • MS Visual Basic
              • MS .NetWe are an equal opportunity employer: qualified applicants are considered for and treated during employment without regard to race, color, creed, religion, sex, national origin, citizenship status, disability status, protected veteran status, age, marital status, sexual orientation, gender identity, genetic information, or any other characteristic protected by law. If a qualified individual with a disability or disabled veteran needs a reasonable accommodation to use or access our online system, that individual should please contact or if you are based in the US you may also contact us on 1.855.833.5120.Please read our Candidate Privacy Policy

Keywords: Risk Solutions, Cambridge , Technical Project Manager, IT / Software / Systems , Cambridge, Massachusetts

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