Junior Project Manager / Project Coordinator

A Fortune 500 investment firm is seeking a Junior Project Manager / Project Coordinator to support a high-visibility program delivering two investment-advice products in partnership with a third-party asset manager.

The program includes parallel workstreams across product, technology, operations, marketing, and legal, with an accelerated delivery timeline and client onboarding beginning mid-year. This role will support program coordination, tracking, and reporting across multiple stakeholders and workstreams.

Key Responsibilities

Project Coordination & Execution Support

• Coordinate across workstream leads, program manager, and stakeholders to support delivery milestones
• Schedule and facilitate recurring and ad-hoc meetings
• Capture and distribute detailed meeting notes and action items

Tracking & Reporting

• Maintain and update project artifacts including: Project plans, Status reports, Decision logs and Program trackers
• Track action items and follow up with owners to ensure completion
• Escalate risks and blockers to program leadership

Program Support & Communications

• Support preparation of reporting materials using Excel and PowerPoint
• Assist in organizing communication across internal teams and external third-party provider
• Support coordination across two concurrent product workstreams

Required Qualifications

• 2–4 years of experience in project coordination, project management, or PMO support
• Experience supporting cross-functional initiatives with multiple stakeholders
• Strong proficiency in: Microsoft Excel & Microsoft PowerPoint
• Experience tracking project plans, action items, and status reporting
• Experience facilitating meetings and documenting outcomes

Preferred Qualifications

• Background in business process, operations, or transformation initiatives
• Exposure to technology-driven projects or IT workstreams
• Financial services experience (investment management, retirement, or advisory products)