Director Program Management/ Senior Portfolio Manager

Gen 2 Careers•New York, NY

3d•Hybrid

About The Position

Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best-in-class combination of people, process, and technology. Gen II has more than $1 trillion in private fund capital assets under administration. With offices in the US and Europe, we’re looking for do-ers, problem-solvers, and entrepreneurs like you who want to make an impact in our industry, grow with us, and create a community where everyone thrives. Careers mean more at Gen II – more opportunity, more innovation, and more ideas! You’ll have the opportunity to grow in ways that are meaningful to you and work alongside some of the best people in their field. You’ll also receive training which will advance your skill set, both technically and personally allowing you to achieve your career aspirations with us. Be part of our community that recognizes achievements, promotes from within, and receive meaningful benefits which focus on your physical, mental and financial well-being. Gen II Fund Services is looking for a Senior Portfolio Manager to manage the Client Service Team projects and process improvement initiatives. This individual would be responsible for overall portfolio management, establishing and implementing project management processes and adhering to Gen II’s program methodology to ensure projects are delivered on time, within budget, comply with high quality standards, and meet customer expectations. This role plans and carries out significant projects involving complex and highly visible initiatives to achieve stated business objectives. They can take on several different work streams at a given time. This role reports to the Global Head - Project Management Office.

Requirements

Minimum ten years of Project Management experience
Project execution toolkit: analysis, scoping, requirements gathering, project execution, and change management.
Experience in Global Financial Services is preferred.
Experience in leading complex Information Technology projects is required.
Bachelor’s degree in business, IT, or related field.
Knowledge of both the theoretical and practical aspects of project management.
Understanding of project budgeting; ability to understand, analyze and create financial reports.
Extensive experience with matrixed people management, strategic planning, and change management.
Proven experience with risk management; demonstrated ability to communicate appropriately to leadership.
AI-driven mindset with experience integrating AI tools and agentic systems to optimize workflows and enhance productivity.
Understanding of and the ability to utilize the process of stakeholder analysis.
Ability to work independently and track to project timelines.
Excellent documentation skills and attention to detail
Ability to communicate well with customers and co-workers.
Experience in effectively influencing and leading personnel and the ability to write business cases and reports in a well-organized manner.
Strong team building skills.
Excellent problem solving, and critical thinking skills.
Demonstrated communication skills (written, verbal, and presentation)
Proficiency with project management software and tools
Focused and versatile team player who is comfortable under pressure, ambiguity, frequent change, or unpredictability.
Self-motivated individual with a passion for working with people.
Able to work well in a dynamic, high-growth environment and recommend process improvement.

Nice To Haves

PMP certification is preferred.

Responsibilities

Responsible for managing the implementation of large and complex programs and projects.
Simultaneously oversee multiple projects within the Client Services Team by partnering with business and technical leads to ensure standards are met and business value is realized, to include project management, strategy development, implementation, and adoption.
Become a trusted advisor to leadership and organizational stakeholders while providing specific guidance, support, and strategies around implementation.
Provide subject matter expertise, governance, data analysis and risk assessments to define how solutions will address business goals while maintaining alignment with industry best practices.
Understand interdependencies between technology, operations, and business needs.
Provide reporting on program/project milestones, deliverables, dependencies, risks and issues, and key decisions to the leadership team.
Monitor, track, and control outcomes to resolve issues, conflicts, dependencies, and critical path deliverables.
Effectively manage the program budget
Work creatively and analytically in a problem-solving environment demonstrating teamwork, innovation, and operational excellence.
Manages and utilizes internal and external resources .
Provides vendor/3 rd party management and oversight.
Interfaces with Business Unit Leaders and Finance to develop ROI, cost/benefit analysis, and other financial measures.
Manages stakeholders’ communication (project teams, leadership, vendors, clients, etc.)
Adheres to program and project governance (controls).
May have input into defining the project governance (controls) .
Participate in establishing best practices, templates, policies, tools, and partnerships to expand and mature these PMO capabilities for the organization.