Wealth Mgmt Project Lead

PM/ Wealth Mgmt

Pennsylvania, Full Time + Bonus & Benefits

Job Responsibilities

Location PA Role Wealth Management Project Manger Responsibility

Assist in the design and implementation of investment product initiatives including the enhancement of existing investment product infrastructure automating fund operations fund administrative service support and the adoption of new fund technologies Coordinate across internal functional teams and third party partners to execute project activities related to investment product initiatives Utilize project management tools to coordinate manage and track progress of investment product infrastructure changes including but not limited to fund launches liquidations mergers and sub advisor changes At least 1 of the following

1 Operational knowledge of mutual funds offerings as well as Collective and Common Funds and Alternative and Cayman investment product offerings or

2 Served in a support role for daily cash management activities including handling bank wires collateral management and trading equity index futures for the purpose of cash equitization or

3 Understanding of existing fund processes and procedures make recommendations for improvements and work with the appropriate groups to implement process enhancements on an ongoing basis


1 to 4 years experience in financial services with a focus in trading fund accounting fund administration or mutual fund operations B A B S in Economics Accounting Finance or STEM Demonstrable project management experience with proven ability to motivate and manage multiple project contributors

Technical knowledge and understanding of various types of traditional and alternative investment structures Knowledge of relevant tax rules and regulations a 

Working knowledge of the operational lifecycle of traditional and alternative asset classes including but not limited to equity fixed income exchange traded derivatives and OTC securities Excellent communication written and verbal skills for internal external audiences as well as strong listening and investigative skills Robust organizational skills and ability to effectively prioritize responsibilities Willingness to take initiative exercise independent judgment and act decisively Experience with JIRA Microsoft Tools Confluence and managing SCRUM teams

About Capgemini

Capgemini is a global leader in consulting, digital transformation, technology and engineering services. The Group is at the forefront of innovation to address the entire breadth of clients’ opportunities in the evolving world of cloud, digital and platforms. Building on its strong 50-year+ heritage and deep industry-specific expertise, Capgemini enables organizations to realize their business ambitions through an array of services from strategy to operations. Capgemini is driven by the conviction that the business value of technology comes from and through people. Today, it is a multicultural company of 270,000 team members in almost 50 countries. With Altran, the Group reported 2019 combined revenues of €17billion.

Visit us at www.capgemini.com. People matter, results count.

What we offer

Your career matters to you and is important to us too. Because your goals and needs are constantly evolving, we offer visibility, leeway and support to help you grow and progress in your career. This approach builds notably on our comprehensive competency framework, our personal development, training and career management programs, and our University innovative and business-focused learning curriculums. 
We promote a culture of diversity. We believe working with talented individuals from different backgrounds and points of view is a strategic advantage and an ongoing opportunity. Diversity enriches our creative solutions and adds value for our clients. 
With the digital tech sector growing at a rapid pace and women significantly underrepresented in the industry, we are determined to inspire and recruit more women into technology and build diverse teams that reflect the clients we serve.

Our Shared values have been at the heart of the group since our formation. They are honesty, boldness, trust, freedom, team spirit, modesty and fun. These values influence the way we meet client needs while respecting the regulatory requirements of each country in which we operate, and the way we promote ethically sound practices within Capgemini and in our partnerships. 

Capgemini is committed to building a workforce of employees with diverse backgrounds and work experiences. We strongly encourage women, veterans and active military service personnel to apply.


Capgemini is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, national origin, gender identity/expression, age, religion, disability, sexual orientation, genetics, veteran status, marital status or any other characteristic protected by law. 
`This is a general description of the Duties, Responsibilities and Qualifications required for this position. Physical, mental, sensory or environmental demands may be referenced in an attempt to communicate the manner in which this position traditionally is performed. Whenever necessary to provide individuals with disabilities an equal employment opportunity, Capgemini will consider reasonable accommodations that might involve varying job requirements and/or changing the way this job is performed, provided that such accommodations do not pose an undue hardship. 

Click the following link for more information on your rights as an Applicant – http://www.capgemini.com/resources/equal-employment-opportunity-is-the-law 

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Capgemini. 



Posted on:

May 6, 2021

Experience level:

Experienced (non-manager)

Contract type:

Permanent Full Time (us-en)

Business units:

FS (us-en)


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