Job Overview
Compensation
Salary
Range $49,500.00 - $73,000.00
Benefits
Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
flexible schedule
Professional Development
hybrid work environment
Job Description
The hiring company is a reputable organization located in San Francisco, CA, specializing in investment management and fund treasury operations. As part of the financial services sector, the company focuses on delivering robust investment operations technology solutions that support and streamline the management of assets and fund treasury activities. The establishment fosters a professional environment where innovation, precision, and collaboration are highly valued. Their team is composed of dedicated professionals committed to maintaining operational excellence and leveraging technology to enhance delivery and efficiency. They are currently seeking a Program Coordinator for their Investment Operations Technology team on a contract basis. The role is designed to provide essential program support, coordinate agile delivery processes, and facilitate communication and governance within the team.
The Program Coordinator - Investment Ops is a pivotal role responsible for supporting the day-to-day execution of technology delivery specifically tailored to investment operations and fund treasury. The position is hands-on and execution-focused, demanding strong organizational skills, attention to detail, and excellent communication capabilities. The coordinator will be directly involved in running recurring team and governance meetings, managing Agile Planning Increment (PI) logistics and artifacts, and maintaining proficiency in tools like JIRA to support accurate reporting and data management. This role requires close collaboration with multiple delivery teams and stakeholders to ensure seamless coordination and effective program execution.
Key responsibilities include facilitating weekly delivery team meetings, preparing agendas, capturing minutes, and ensuring follow-up on action items. In addition, the coordinator manages the logistics for Planning Increment workshops, retrospectives, and cross-team PI planning activities. Expertise in Agile and PI planning concepts is essential to support and maintain relevant artifacts such as team objectives, roadmaps, and dependency trackers. The individual will also play a crucial role in JIRA reporting, building dashboards, verifying data accuracy, and analyzing delivery metrics to support leadership decision-making. Furthermore, the coordinator assists in creating presentation materials for quarterly Steering Committee meetings and helps maintain project trackers, status reports, and RAID logs.
Providing excellent communication and stakeholder coordination, the Program Coordinator acts as the primary contact for scheduling and logistics across cross-functional teams. They are responsible for delivering regular updates to project leads and building strong professional relationships across teams. Additionally, the role includes supporting staff onboarding and offboarding processes to ensure continuity in portfolio management and smooth transitions. The ideal candidate will be adept at multitasking, detail-oriented, and capable of working effectively in a dynamic, hybrid work environment.
Overall, this Program Coordinator position offers an excellent opportunity for professionals with a passion for technology program delivery within investment operations. It is ideal for those who thrive in collaborative settings and are proficient in Agile methodologies, JIRA, and data analysis. This contract role based in San Francisco provides exposure to the financial services industry and the chance to contribute meaningfully to innovative investment and fund management initiatives.
The Program Coordinator - Investment Ops is a pivotal role responsible for supporting the day-to-day execution of technology delivery specifically tailored to investment operations and fund treasury. The position is hands-on and execution-focused, demanding strong organizational skills, attention to detail, and excellent communication capabilities. The coordinator will be directly involved in running recurring team and governance meetings, managing Agile Planning Increment (PI) logistics and artifacts, and maintaining proficiency in tools like JIRA to support accurate reporting and data management. This role requires close collaboration with multiple delivery teams and stakeholders to ensure seamless coordination and effective program execution.
Key responsibilities include facilitating weekly delivery team meetings, preparing agendas, capturing minutes, and ensuring follow-up on action items. In addition, the coordinator manages the logistics for Planning Increment workshops, retrospectives, and cross-team PI planning activities. Expertise in Agile and PI planning concepts is essential to support and maintain relevant artifacts such as team objectives, roadmaps, and dependency trackers. The individual will also play a crucial role in JIRA reporting, building dashboards, verifying data accuracy, and analyzing delivery metrics to support leadership decision-making. Furthermore, the coordinator assists in creating presentation materials for quarterly Steering Committee meetings and helps maintain project trackers, status reports, and RAID logs.
Providing excellent communication and stakeholder coordination, the Program Coordinator acts as the primary contact for scheduling and logistics across cross-functional teams. They are responsible for delivering regular updates to project leads and building strong professional relationships across teams. Additionally, the role includes supporting staff onboarding and offboarding processes to ensure continuity in portfolio management and smooth transitions. The ideal candidate will be adept at multitasking, detail-oriented, and capable of working effectively in a dynamic, hybrid work environment.
Overall, this Program Coordinator position offers an excellent opportunity for professionals with a passion for technology program delivery within investment operations. It is ideal for those who thrive in collaborative settings and are proficient in Agile methodologies, JIRA, and data analysis. This contract role based in San Francisco provides exposure to the financial services industry and the chance to contribute meaningfully to innovative investment and fund management initiatives.
Job Requirements
- 3-5 years of experience in a program/project coordination scrum support or similar operational role
- Experience within investment management asset management or another financial services environment
- Bachelor’s degree or equivalent combination of education and experience
- Based in San Francisco preferred if remote willingness to travel to SF no more than once per quarter
- 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
- Basic data analysis/reporting skills (Excel required)
Job Qualifications
- 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
- Proficient in Microsoft Office (Word Excel PowerPoint)
- Confluence experience a plus
Job Duties
- 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 (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
Job Criteria
Experience
Mid Level (3-7 years)
Job Location
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