Intermediate Capital Markets Project Manager - working with the Legal and Tax team - 86498-1
Apply NowCompany: Annex Consulting Group
Location: Toronto, ON M4E 3Y1
Description:
Position Title: Project Manager - Intermediate
Duration: 12 months
Remote/Hybrid: Hybrid, 3 days onsite.
Office Location: Toronto-161 Bay St., 9th
Line of Business: Capital Markets
What does the LOB do?: The capital markets arm of The Bank provides a wide range of credit, capital markets, investment banking, merchant banking and research products and services to government, institutional, corporate and retail clients in Canada and in key markets around the world.
Job Description:
Reporting to the Business Transformation Lead, the PM will be responsible for the program roadmap and plan, and will support the workstream leads to meet deadlines, budget and quality expectations. The PM will also support the program deliverables by owning key deliverables, and support business analysis as needed. The PM will work closely with Business, Legal, Tax, and Technology data stakeholders across Capital Markets, as well as external Counsel and Vendors to coordinate a variety of workstreams and activities.
Manage all aspects of large scale and complex projects or initiatives from initiation to delivery, so the projects are completed on time, with quality, and within budget.
Design, communicate, and implement an operational plan for completing projects, and monitor progress and performance against it.
Identify, resolve, and/or escalate issues in order to minimize delays or quality concerns.
Coordinate activities between in-house counsel, external counsel, business and technology teams responsible for data identification, collection, preservation, and production.
Collaborate with Senior Record Officers to identify / update custodian lists, relevant data files and links.
Work with Corporate Security, and external vendors, to preserve relevant electronic and hard copy files.
Engage senior representatives from various functional groups (Technology, Operations, Finance) to understand system data flows and ensure appropriate data preservation.
Schedule meetings, discussions, and interviews; take meeting notes and follow up on key action items.
Provide weekly working group updates and resolve issues as they arise.
Provide regular updates to The Bank's Senior Management.
Manage the project budget and other administrative activities (e.g., maintaining SharePoint, presentations, and audit-related documents).
Assist with additional unplanned tasks and analysis as required.
Must Have Requirement:
5-10 Years as a Business Analyst
5-10 years as a Project Manager leading complex initiatives from initiation to delivery
Experience developing business cases, Roadmaps & presentation materials
Very strong communication and interpersonal skills
Ability to confidently prepare and present to high level execs
Highly Proficient with Microsoft Office Suite
Enterprise project software
Experience using Portfolio management tools
Experience with Process and system changes in large Financial environments
Previous experience in Capital Market
Understanding of Capital Markets business and products, and trade lifecycle.
Nice to Have:
Legal operations or litigations experience VERY STRONG NICE TO HAVE
Knowledge of applicable industry regulations
Experience in dealing with external stakeholders, especially external counsel.
Soft Skills:
Strong communication skills
Ability to adapt communication style based on target audience and setting
Personable
Technical skills and comfort level working with existing and new technology.
Proactive and follows up on items
Duration: 12 months
Remote/Hybrid: Hybrid, 3 days onsite.
Office Location: Toronto-161 Bay St., 9th
Line of Business: Capital Markets
What does the LOB do?: The capital markets arm of The Bank provides a wide range of credit, capital markets, investment banking, merchant banking and research products and services to government, institutional, corporate and retail clients in Canada and in key markets around the world.
Job Description:
Reporting to the Business Transformation Lead, the PM will be responsible for the program roadmap and plan, and will support the workstream leads to meet deadlines, budget and quality expectations. The PM will also support the program deliverables by owning key deliverables, and support business analysis as needed. The PM will work closely with Business, Legal, Tax, and Technology data stakeholders across Capital Markets, as well as external Counsel and Vendors to coordinate a variety of workstreams and activities.
Manage all aspects of large scale and complex projects or initiatives from initiation to delivery, so the projects are completed on time, with quality, and within budget.
Design, communicate, and implement an operational plan for completing projects, and monitor progress and performance against it.
Identify, resolve, and/or escalate issues in order to minimize delays or quality concerns.
Coordinate activities between in-house counsel, external counsel, business and technology teams responsible for data identification, collection, preservation, and production.
Collaborate with Senior Record Officers to identify / update custodian lists, relevant data files and links.
Work with Corporate Security, and external vendors, to preserve relevant electronic and hard copy files.
Engage senior representatives from various functional groups (Technology, Operations, Finance) to understand system data flows and ensure appropriate data preservation.
Schedule meetings, discussions, and interviews; take meeting notes and follow up on key action items.
Provide weekly working group updates and resolve issues as they arise.
Provide regular updates to The Bank's Senior Management.
Manage the project budget and other administrative activities (e.g., maintaining SharePoint, presentations, and audit-related documents).
Assist with additional unplanned tasks and analysis as required.
Must Have Requirement:
5-10 Years as a Business Analyst
5-10 years as a Project Manager leading complex initiatives from initiation to delivery
Experience developing business cases, Roadmaps & presentation materials
Very strong communication and interpersonal skills
Ability to confidently prepare and present to high level execs
Highly Proficient with Microsoft Office Suite
Enterprise project software
Experience using Portfolio management tools
Experience with Process and system changes in large Financial environments
Previous experience in Capital Market
Understanding of Capital Markets business and products, and trade lifecycle.
Nice to Have:
Legal operations or litigations experience VERY STRONG NICE TO HAVE
Knowledge of applicable industry regulations
Experience in dealing with external stakeholders, especially external counsel.
Soft Skills:
Strong communication skills
Ability to adapt communication style based on target audience and setting
Personable
Technical skills and comfort level working with existing and new technology.
Proactive and follows up on items