Project Manager – Strategic Planning
Financial Services
Company: Treliant Capital Markets
Website: www.treliant.com
Location: Tampa
Permanent/Contract: Either
We are looking for professionals with experience within Financial Services / Investment Banking to come on board and work with our Investment Banking clients. We specialise in assisting our clients across their high priority projects and you will have the opportunity to be a key member in transformative initiatives, building on your PMO skillset to help in the planning of projects and ensuring they run smoothly to completion.
Who are we?
Treliant is a global consulting firm serving banks, mortgage originators and servicers, FinTechs, and other companies providing financial services. We are led by practitioners from the industry and the regulatory community who bring deep domain knowledge to help our clients drive business change and address the most pressing compliance, regulatory, and operational challenges.
We provide data-driven, technology-enabled advisory, implementation, and staffing solutions to the regulatory compliance, risk, financial crimes, and capital markets functions of our clients.
Founded in 2005, Treliant is headquartered in Washington, DC, with offices in New York, London, Belfast, Northern Ireland and Łódź, Poland. For more information visit www.treliant.com.
About the role
The scope and nature of the projects on which you’ll work will vary however, examples of duties/responsibilities include:
- Supporting reviewing of processes and operating models and working within a team to recommend and deliver material improvements
- Contributing to assessment of controls processes and definition of solutions to optimise or deliver more robust control
- Working on projects for top tier investment banking clients, with a strong focus on the business process
- Maintenance/creation/streamlining of dashboards, bringing together data sources from around the organisation (SQL Server, MS Dynamics, etc)
- Support the business planning and reporting processes, enabling the delivery of business plans
- Work with senior members of the business & stakeholders to capture needs and requirements and design systems that support those needs.
Who are we looking for?
Qualifications & Experience
- A 2.1 degree in a Finance, Legal or STEM subject
- 8+ years’ experience of working on projects or professional services projects (Ideally for an Investment Bank or a Big 4 consulting firm, relevant experience within other professional industries would be acceptable)
- Understanding of finance/finance operations
- Accounting / Operations Research / Productivity background
- Prior experience in a Business Management function would be a plus
- Experienced in financial/management accounting, forecasting, budgeting and business analysis
- Experienced in strategic workforce planning processes such as skills segmentation, forecasting and planning
- Knowledge of the financial services industry and technology, including Profit & Loss (P&L), staffing models
- Strong presentation and communication skills
- Ability to lead a small team
Professional Skills
Communication – advanced interpersonal & communication skills. Able to liaise confidently with senior stakeholders, either over the phone or via email
Team player – able to work well within dynamic and goal-focused teams
Process driven – able to become quickly proficient in new processes and systems
Detail-focused – very strong attention to detail
Multi-tasking – highly organized and able to balance various responsibilities simultaneously
Professionally sceptical – able to identify and flag up anomalies for review
Decision-making – strong decision-making in a fast-paced and pressurized environment
Commitment – strong work ethic and delivery focused
Why Treliant?
Career Development - We put an emphasis on personal and professional growth and provide all the training you’ll need to become a highly skilled Treliant consultant, with programs covering Finance, Regulatory, Technology and Operational aspects of investment banking. On top of that, we also provide support in obtaining highly sought-after industry-recognised qualifications.
Clients – As a Treliant consultant, you will be working with some of the top clients in the financial services marketplace such as top tier Investment Banks. Our roles place you at the cutting edge of the projects on which you’ll be working, and giving you the opportunity to learn from, work with and build relationships with the very best within those companies.
Rewards – Treliant offer our permanent staff an excellent compensation package, including generous Base Salary, Bonus, Holiday package, Private Medical Care, Pension Scheme, Gym Subsidy and Cycle to work.
Core Values – Whether you are a Client or an Employee, Treliant wants the best for you. All our relationships are based on our Core Values: Innovation, Nurture, Solutions, Potential, Inclusiveness, Resilience & Evolution.
Diversity & Inclusion – We value inclusiveness and aspire to reflect this in our workforce. We welcome applications from people from all sections of the community, irrespective of ethnicity, gender, age, disability, sexual orientation, religion or belief.
Right to Work
Treliant Capital Markets is not in the position to provide sponsorship for this current position and so applicants must be able to work in the United Kingdom without requiring sponsorship.
Please note, Treliant Capital Markets receive a high volume of applications for all roles. While we will endeavour to respond to all applicants, this is not always possible. Should you not receive a response to your application within 2 weeks, it is likely that you have been unsuccessful on this occasion. However, we would like to retain your details on our systems for 6 months and may contact you should another potentially suitable vacancy arise.
