Capital Markets Project Manager

Job Title: Project Manager (Capital Markets / Sales & Trading)
Location: Charlotte, NC
Job Type: Contact
Experience Level: Mid-Senior Level (5–10 years)

Job Overview:

We are seeking a highly organized and detail-oriented End-to-End (E2E) Project Manager with a strong background in Capital Markets and/or Sales and Trading environments. The ideal candidate will bring proven expertise in coordinating complex projects, managing risks and issues, maintaining key documentation, and ensuring successful delivery across cross-functional teams.

Key Responsibilities:

• Coordinate end-to-end project delivery, ensuring timely execution of deliverables, milestones, and dependencies.

• Maintain comprehensive RAID logs (Risks, Assumptions, Issues, and Dependencies).

• Develop and track detailed project plans, including tasks and sub-tasks across multiple workstreams.

• Create status reports and dashboards for key stakeholders and senior management.

• Facilitate regular project meetings and calls; document meeting minutes and Key Business Decisions (KBDs).

• Organize and manage project documentation and artifacts via SharePoint or equivalent tools.

• Support project governance processes, including stakeholder communications, issue escalation, and resolution tracking.

• Work collaboratively with technology and business teams in Capital Markets or Sales & Trading.

Required Skills and Qualifications:

• 5 to 10 years of project management experience in financial services.

• Demonstrated experience in Capital Markets and/or Sales & Trading environments is mandatory.

• Proficient in Microsoft PowerPoint and Excel (including Pivot Tables and V-Lookups).

• Experience coordinating and packaging project documentation and executive updates.

• Familiarity with Power BI is a plus.

• Strong verbal and written communication skills.

• Highly organized with strong attention to detail and the ability to manage multiple priorities.

• Capable of working independently in a fast-paced, high-stakes environment.

Preferred Tools & Platforms:

• Microsoft Office Suite (Excel, PowerPoint, Word, Outlook)

• Power BI (preferred)

• SharePoint

• Project Management tools (JIRA, MS Project, etc.)

Job ID: JOB-241890
Publish Date: 05 Jun 2025

Tagged as: Capital Markets - Project Manager