Investment Operations Technology Program Coordinator

Evolver Commercial•Sf, CA

10d•Onsite

About The Position

The Investment Operations Technology Program Coordinator supports the day-to-day execution of technology delivery for Investment Operations & Fund Treasury. This is a hands-on, execution-focused role responsible for running recurring team and governance meetings, coordinating Agile Planning Increment (PI) logistics and artifacts, staying well-versed in JIRA to support reporting and data accuracy, and providing organized, reliable program support across delivery teams.

Requirements

5 years of experience in a program/project coordination, scrum support, or similar operational role.
5 years of experience within investment management, asset management, or another financial services environment.
Bachelor's degree or equivalent combination of education and experience.
3 years of basic data analysis/reporting skills
3 years of experience and proficiency in Microsoft Office (Word, Excel, PowerPoint)

Nice To Haves

Confluence experience a plus.
Meeting facilitation and note-taking skills; comfortable running recurring meetings independently.
JIRA - comfortable navigating boards, pulling reports, checking data accuracy, and building light dashboards; familiarity with tools such as Big Picture a plus.
Comfortable working with data - pulling reports and doing basic analysis to support delivery and leadership reporting.
Working knowledge of Agile/Scrum and Planning Increment (PI) concepts
Excellent organization, follow-through, and attention to detail.
Strong written and verbal communication skills, including experience preparing materials for senior/business audiences.
Comfortable coordinating across multiple teams and stakeholders simultaneously and working effectively in a hybrid environment.
Comfortable working in a hybrid environment, balancing in-office and remote collaboration.
Self-starter who can work with moderate supervision and adapt to changing priorities.

Responsibilities

Run weekly delivery team meetings - facilitate the agenda, capture minutes and action items, track follow-through, and organize breakout discussions as needed.
Facilitate the monthly all-hands meeting: build and coordinate the agenda, own the meeting invite/calendar logistics, and run recurring segments such as Kudos and "Get to Know" team member spotlights.
Coordinate logistics for Planning Increment (PI) workshops, sessions, and retrospectives.
Support quarterly Planning Increment (PI) planning across delivery teams - coordinate scheduling, logistics, and cross-team facilitation.
Help produce and maintain PI planning artifacts (e.g., team objectives, roadmaps, dependency trackers).
Track action items and dependencies coming out of PI events and follow up until closed.
Stay well-versed in JIRA and help build dashboards and reports, check data for accuracy, and support delivery teams in following established processes and ticket hygiene standards.
Use reporting/visualization tools such as Big Picture to track dependencies, roadmaps, and cross-team delivery status.
Perform data analysis on JIRA and related delivery data to support leadership reporting and decision-making.
Support the creation of materials for the quarterly Steering Committee (Steer Co) with business clients, including status rollups, metrics, and presentation materials.
Maintain project trackers, status reports, and RAID logs under the direction of program/product leads.
Accountable for departmental service delivery process, metrics, and reporting
Monitor progress against milestones and flag risks or delays to leads.
Maintain and organize project artifacts, including charters, roadmaps, and meeting archives.
Serve as the point of contact for scheduling and logistics across cross-functional stakeholders and delivery teams.
Provide regular, organized updates to leads on meeting outcomes, action items, and PI progress.
Build strong working relationships with delivery team leads and business partners.
Support onboarding and offboarding processes for staff transitions, maintaining continuity of portfolio management activities.
Coordinate transition plans to ensure knowledge transfer and minimize disruption to operations.
Partner team leads to ensure smooth integration of new staff and effective offboarding of departing staff