Associate, Business Transformation Project Manager

Nearwater CapitalNew York, NY
Onsite

About The Position

The Business Transformation Project Manager will play a central role in driving cross-functional initiatives that enhance the scalability, efficiency, and control environment of the firm. You will partner cross functionally to design and implement process improvements and transformation initiatives. You will be responsible for translating strategic priorities into executable plans, ensuring that projects are delivered effectively and aligned with the firm’s broader objectives. The role carries end-to-end responsibility for driving complex initiatives—from initial problem definition through execution—while building scalable processes and frameworks that support the firm’s continued growth.

Requirements

  • 3+ years of project management and/or business transformation experience
  • Financial Services industry experience required
  • Proficient in creating visual workflows using tools like Visio, Lucidchart, or similar platforms
  • Experience with managing and executing multiple projects at once
  • Ability to break complex problems into smaller, manageable work streams
  • Comfortable with Excel, process analytics tools, and basic SQL knowledge preferred
  • Strong technical writing and process documentation skills for creating documentation, process guides, and training materials

Nice To Haves

  • Proven track record in structured finance, capital markets, or fintech environments preferred
  • PMP or Prince2 Qualifications
  • Knowledge of structured finance products (commercial paper, swaps, derivatives)
  • Experience with regulatory frameworks (SEC, MiFID 2, SBSD, CFTC) a plus

Responsibilities

  • Identify, mobilize and drive cross-functional projects from conception through completion
  • Manage project timelines, resources, and stakeholder communications
  • Coordinate with various departments including Technology, Operations, Compliance, Risk, Finance, Legal
  • Track project metrics and provide regular status updates to senior leadership
  • Ensure projects align with strategic business objectives and regulatory requirements
  • Conduct comprehensive process mapping and workflow analysis across departments
  • Identify bottlenecks, redundancies, and optimization opportunities using data-driven approaches
  • Develop visual process maps and workflows to drive decision-making
  • Break down complex operational challenges into manageable, actionable components
  • Design and implement streamlined processes that enhance efficiency and reduce operational risk
  • Support with technology-driven transformation initiatives
  • Document standard operating procedures (SOPs) and training materials
  • Support OKR (Objectives and Key Results) framework implementation and tracking
  • Contribute to strategic planning initiatives across all business pillars and functions

Benefits

  • attractive market compensation and benefits package
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