Enfusion, a Clearwater Analytics company Logo

Enfusion, a Clearwater Analytics company

Project Manager - Client Onboarding

Reposted 4 Days Ago
Remote or Hybrid
Hiring Remotely in Office, Machaze, Manica
60K-80K Annually
Junior
Remote or Hybrid
Hiring Remotely in Office, Machaze, Manica
60K-80K Annually
Junior
The Project Manager oversees project scope, develops implementation plans, manages resources, generates reports, and improves onboarding processes while ensuring client satisfaction.
The summary above was generated by AI

The Role: 

The Project Manager will partner with internal teams to implement the Enfusion platform for clients and serve as the central point of contact for the client and Enfusion teams including Implementation and Delivery. This role will build strong product knowledge, manage a positive relationship with our clients, understand and apply project methodologies and risk management processes, and act as a point person for client-facing communication.  

 

What You’ll Do: 

  • Determine project scope and objectives to ensure teams are able to deliver against commitments 

  • Identify resources to deliver projects and forecast and resolve capacity utilization problems 

  • Create and manage project plans, course correcting and escalating where necessary 

  • Publish high quality project transparency to senior stakeholders on a regular basis  

  • Utilize industry best practices, techniques, and standards throughout the project lifecycle 

  • Engage senior client and internal stakeholders to review project progress and task-level status. 

  • Liaise with the internal teams to support problem resolution activities 

  • Identify opportunities for project management process improvements 

 

What You’ll Need: 

  • Bachelor's degree required - computer science, finance, economics, or a related field preferred 

  • 2+ years of project management/implementation and/or related experience at an investment management firm or vendor 

  • Strong familiarity with project management software tools 

  • Project Management Professional (PMP) certification preferred  

  • Strong familiarity with project management software tools 

  • Methodical problem solving abilities 

  • Strong interpersonal skills 

  • Fintech onboarding and / or software implementation experience preferred 

  • A client-service mentality and collaborative work style. 

  • Ability to manage competing priorities and deliver with high quality 

 

Chicago Salary Range: $60,000 - $80,000 + RSU's

New York Salary Range: $66,000 - $80,000 + RSU's

Top Skills

Excel
JIRA
MS Office
Salesforce
Smartsheet

Similar Jobs at Enfusion, a Clearwater Analytics company

2 Days Ago
Remote or Hybrid
Office, Machaze, Manica, MOZ
Mid level
Mid level
Fintech • Software • Financial Services
The Lead Reconciliation Associate will manage trade confirmations and settlements, communicate with counterparties, and ensure timely operations in hedge fund services.
Top Skills: CtmExcelMicrosoft WordNyfixOmgeo
3 Days Ago
Remote or Hybrid
Office, Machaze, Manica, MOZ
Senior level
Senior level
Fintech • Software • Financial Services
Lead a team in delivering high-quality software solutions in FinTech, focusing on cloud platforms and emerging technologies while driving innovation.
Top Skills: Aws,Gcp,Azure
3 Days Ago
Remote or Hybrid
Office, Machaze, Manica, MOZ
74K-115K Annually
Mid level
74K-115K Annually
Mid level
Fintech • Software • Financial Services
The role assists clients in using Enfusion PMS tools for trade workflows, P&L calculations, and General Ledger queries while enhancing client service. It requires strong analytical skills and active client engagement.
Top Skills: Enfusion PmsGeneral Ledger AccountingNmv CalculationsP&L CalculationsPosition AccrualsShort Borrow Agreement ConfigurationsTotal Return Swap

What you need to know about the Colorado Tech Scene

With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.

Key Facts About Colorado Tech

  • Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
  • Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
  • Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
  • Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
  • Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account