Summary: This role involves leading a complex transformation programme for an Investment Manager, focusing on the implementation of DealCloud. The Project Manager will be responsible for overseeing delivery, managing vendors, and ensuring alignment with business needs. This position does not require hands-on configuration but demands strong leadership and project management skills. The ideal candidate will have extensive experience in DealCloud implementations and system transformation programmes.
Key Responsibilities:
- Lead the implementation of DealCloud on the client side.
- Manage a complex, multi-workstream programme.
- Challenge vendors and shape delivery to meet business needs.
- Oversee data migration activities.
- Ensure alignment with investment processes and portfolio management workflows.
Key Skills:
- Strong, hands-on experience delivering DealCloud implementations.
- Proven experience as a Project Manager or PM/Business Analyst hybrid.
- Experience managing external vendors and system integrators.
- Strong understanding of investment processes and portfolio management workflows.
- Experience overseeing data migration activities.
Salary (Rate): £1000/day
City: London Area
Country: United Kingdom
Working Arrangements: undetermined
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
This leading Investment Manager is in the middle of a major transformation programme, exiting a long-standing legacy system and redesigning how portfolio, investment and operational data is managed across the business. They’re looking for an experienced DealCloud Implementation Project Manager to sit on the client side , and take real ownership of delivery. This isn’t a hands-on configuration role. Instead, you’ll be leading a complex, multi-workstream programme - challenging vendors, shaping delivery, and ensuring the business gets what it actually needs.
Required Experience
- Strong, hands-on experience delivering DealCloud implementations (essential)
- Proven experience as a Project Manager or PM/Business Analyst hybrid on complex system transformation programmes
- Experience managing external vendors and system integrators
- Strong understanding of investment processes and portfolio management workflows
- Experience overseeing data migration activities
If this sounds like you - get in touch. No up-to-date CV required.
