Project Manager-New Product Development

Boyd Watterson Asset Management - Cleveland, OH

Full-time - Mid Level

Cleveland, OH

Insurance Carriers and Related Activities

About the position

Boyd Watterson Asset Management is seeking a Project Manager for New Product Development to oversee and manage all aspects of assigned product development activities and other initiatives as directed by the Deputy Chief Operating Officer. This role is crucial in ensuring that all processes and deliverables are completed accurately, approved properly, and executed in a timely manner. The complexity of the products necessitates a dedicated individual who can facilitate teamwork and leverage the specific skills of each team member to design and maintain deliverables effectively. The Project Manager will be responsible for understanding the intricate needs of each product, which requires a high level of organization, process improvement, and communication skills, along with a solid grasp of structure, portfolio modeling, financial statements, and client reporting. In this position, the Project Manager will monitor and control project schedules, quality, and risks, including budget and financial expense tracking. They will develop both long and short-range project objectives and assist experienced team members in managing project scheduling or budgeting changes. The role also involves recommending changes to enhance productivity, streamline processes, and reduce costs. The Project Manager will coordinate and assist with related calls and meetings, maintain relationships with external vendors and stakeholders, and supervise project resources. Additionally, they will respond to inquiries regarding all assigned projects and maintain comprehensive documentation of project tasks and deliverables. The Project Manager will collaborate closely with the Deputy Chief Operating Officer to coordinate the review and launch of new products, monitor new product launches, and provide reporting to various committees. They will work alongside Portfolio Managers and Business Leads to understand product launch needs and assist with product research. Furthermore, the role requires close collaboration with the legal department to understand product structures, maintain organizational documents, and assist with compliance tasks as assigned. The Project Manager will also manage relationships with external parties involved in the development and management of products and processes, ensuring effective communication and documentation throughout the project lifecycle.

Responsibilities

• Manage all aspects of assigned product development activities and initiatives as assigned by the Deputy Chief Operating Officer.
• Monitor and control project schedule, quality, and risk including budget and financial expense tracking.
• Develop long and short-range project objectives.
• Aid experienced Real Estate, Infrastructure, and Fixed Income Team Members in handling project scheduling or budgeting changes.
• Recommend changes to improve productivity, processes, and reduce costs.
• Coordinate and assist with related calls and meetings.
• Maintain and manage relationships with external vendors/stakeholders including scheduling and coordination of meetings.
• Supervise project resources and respond to inquiries regarding all assigned projects.
• Maintain task list and all documentation of the project and deliverables.
• Coordinate the review and launch of new products; monitor new product launches including task forces, Gantt Charts, product budgets, and return models.
• Provide reporting on new product launches to various committees.
• Work closely with Portfolio Managers and Business Leads to understand product launch needs and assist with product research.
• Collaborate with the legal department to understand product structures, maintain organizational documents, and assist or perform compliance tasks as assigned.
• Manage relationships with external parties related to the development and management of products and processes.

Requirements

• Bachelor's degree or equivalent work experience.
• 3-5 years of experience in project management or coordination role.
• Experience in financial analysis/modeling and understanding of investment structures preferred.
• Experience in product development preferred.
• Client-service experience preferred, with strong interpersonal skills a must.
• Ability to communicate effectively with a broad range of internal and external parties.
• Ability to work in a fast-paced environment, possessing strong organizational skills.

Nice-to-haves

• Experience in financial analysis/modeling and understanding of investment structures.
• Experience in product development.
• Client-service experience with strong interpersonal skills.

Benefits

• Health savings account
• Paid holidays
• Health insurance
• Dental insurance
• Flexible spending account
• Paid time off
• Vision insurance
• 401(k) matching
• Life insurance