Project Manager

Role Overview

Welsbach is seeking a highly capable Project Manager to drive the execution of our capital markets technology platform.

This role sits at the intersection of product, engineering, and finance. You will bring structure, clarity, and delivery discipline to complex, multi-stakeholder initiatives that directly support live advisory mandates and transaction workflows.

You will work closely with product leaders, full-stack engineers, finance/capital markets teams, and senior leadership to ensure initiatives are delivered on time, at quality, and aligned with business objectives.

Key Responsibilities

• Product & Platform Delivery
• Own end-to-end planning, execution, and delivery of platform initiatives across product, engineering, and finance
• Convert business needs into clear product requirements, user stories, acceptance criteria, and structured delivery plans
• Build and manage detailed project plans, timelines, milestones, and dependencies
• Drive sprint planning, prioritization, release readiness, and post-launch retrospectives
• Act as the single point of accountability for assigned initiatives and outcomes

Cross-Functional Coordination (Product + Engineering + Finance)

• Partner with product and engineering teams to define scope, sequencing, and delivery trade-offs
• Coordinate with capital markets stakeholders to translate deal workflows into structured product features (pipeline management, mandate setup, data rooms, investor outreach, compliance checkpoints, reporting)
• Facilitate clear communication across internal stakeholders and external vendors where required
• Proactively manage expectations, unblock dependencies, and ensure timely decision-making

Technical Execution Support

• Translate between business and technical teams with working knowledge across:
• Front-end concepts (UX flows, dashboards, role-based views)
• Back-end concepts (APIs, services, workflows, permissions, integrations)
• Full-stack delivery lifecycle (feature scoping, QA, release management, performance and security considerations)
• Support technical discovery by aligning on architecture implications, integration needs, and edge cases
• Ensure delivery quality through testing coordination, bug triage, and release validation

Risk Management & Reporting

• Identify delivery risks early (scope creep, unclear requirements, technical constraints, stakeholder latency) and implement mitigation plans
• Maintain structured project documentation: trackers, RAID logs, sprint notes, change logs, and decision logs
• Provide leadership with concise, decision-ready updates and executive summaries
• Track post-release adoption and drive iteration based on usage and stakeholder feedback

Process & Execution Excellence

• Continuously improve delivery frameworks and internal workflows to increase velocity and predictability
• Implement lightweight governance mechanisms for documentation, approvals, and audit readiness where appropriate
• Help build a scalable execution cadence across concurrent initiatives in a fast-moving environment

Required Qualifications

Education

• Bachelor’s or Master’s degree in Engineering, Computer Science, Finance, Business, Economics, or related field
• Strong foundational understanding of either technology or finance, with the ability to operate effectively across both

Professional Experience

• 3+ years of experience delivering cross-functional initiatives in product, technology, fintech, capital markets, or advisory environments
• Proven track record as a Project Manager, Product Delivery Manager, or Program Manager for complex multi-stakeholder initiatives
• Hands-on exposure to Agile/Scrum methodologies and structured software delivery lifecycles

What We Offer

Career & Exposure

• Direct exposure to senior professionals from top-tier global investment banks
• Hands-on involvement in high-impact capital market transactions
• Opportunity to operate at the center of strategic execution
• A high-trust, high-responsibility environment with strong leadership access

Compensation & Growth

• Competitive compensation aligned with experience and role scope
• Performance-linked growth as transaction volume and platform capabilities scale