Investment Operations Technology Program Coordinator

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Investment Operations Technology Program Coordinator

Job Category: Financial Services

Job Location:San Francisco, CA

Senior Consultant, Investment Operations

About Our Firm:

Granite Solutions Groupe provides financial services decision makers with people and solutions that deliver. Our clients count on us to deliver the right talent at the right time to achieve critical business results. We leverage our industry knowledge and passion for client priorities to deliver human capital solutions.

GSG was founded in 1998 as a consulting firm delivering project management and technology solutions for the financial services industry. GSG now has a global presence, with team members deployed across the U.S. at Fortune 1000 companies and high-performing Fintech firms.

High-caliber consultants are the face of GSG at our client organizations and offices. We value the deep relationships we have with our consultants that enable us to place them in roles where their skills will have an immediate impact. The GSG consulting team is comprised of diverse, experienced, driven, and dynamic contributors who excel at getting things done.

About the Opportunity:

The Investment Operations Technology Program Coordinator supports the day-to-day execution of technology delivery for Investment Operations & Fund Treasury. This is a hands-on, execution-focused role responsible for running recurring team and governance meetings, coordinating Agile Planning Increment (PI) logistics and artifacts, staying well-versed in JIRA to support reporting and data accuracy, and providing organized, reliable program support across delivery teams.

Responsibilities:

• Meeting & Governance Coordination
• Run weekly delivery team meetings - facilitate the agenda, capture minutes and action items, track follow-through, and organize breakout discussions as needed.
• Facilitate the monthly all-hands meeting: build and coordinate the agenda, own the meeting invite/calendar logistics, and run recurring segments such as Kudos and "Get to Know" team member spotlights.
• Coordinate logistics for Planning Increment (PI) workshops, sessions, and retrospectives.

Agile & PI Planning Support

• Support quarterly Planning Increment (PI) planning across delivery teams - coordinate scheduling, logistics, and cross-team facilitation.
• Help produce and maintain PI planning artifacts (e.g., team objectives, roadmaps, dependency trackers).
• Track action items and dependencies coming out of PI events and follow up until closed.

JIRA Reporting & Data Analysis

• Stay well-versed in JIRA and help build dashboards and reports, check data for accuracy, and support delivery teams in following established processes and ticket hygiene standards.
• Use reporting/visualization tools such as Big Picture to track dependencies, roadmaps, and cross-team delivery status.
• Perform data analysis on JIRA and related delivery data to support leadership reporting and decision-making.
• Support the creation of materials for the quarterly Steering Committee (Steer Co) with business clients, including status rollups, metrics, and presentation materials.

Project & Program Support

• Maintain project trackers, status reports, and RAID logs under the direction of program/product leads.
• Accountable for departmental service delivery process, metrics, and reporting
• Monitor progress against milestones and flag risks or delays to leads.
• Maintain and organize project artifacts, including charters, roadmaps, and meeting archives.

Communication & Stakeholder Coordination

• Serve as the point of contact for scheduling and logistics across cross-functional stakeholders and delivery teams.
• Provide regular, organized updates to leads on meeting outcomes, action items, and PI progress.
• Build strong working relationships with delivery team leads and business partners.

Support Staff Onboarding

• Support onboarding and offboarding processes for staff transitions, maintaining continuity of portfolio management activities.
• Coordinate transition plans to ensure knowledge transfer and minimize disruption to operations.
• Partner team leads to ensure smooth integration of new staff and effective offboarding of departing staff.

Requirements:

• 3-5 years of experience in a program/project coordination, scrum support, or similar operational role.
• Experience within investment management, asset management, or another financial services environment.
• Bachelor's degree or equivalent combination of education and experience.
• Based in San Francisco preferred; if remote, willingness to travel to SF no more than once per quarter.
• Comfortable working in a hybrid environment, balancing in-office and remote collaboration.
• Self-starter who can work with moderate supervision and adapt to changing priorities.
• Basic data analysis / reporting skills (Excel required).
• Meeting facilitation and note-taking skills; comfortable running recurring meetings independently.
• JIRA - comfortable navigating boards, pulling reports, checking data accuracy, and building light dashboards; familiarity with tools such as Big Picture a plus.
• Comfortable working with data - pulling reports and doing basic analysis to support delivery and leadership reporting.
• Working knowledge of Agile/Scrum and Planning Increment (PI) concepts
• Excellent organization, follow-through, and attention to detail.
• Strong written and verbal communication skills, including experience preparing materials for senior/business audiences.
• Comfortable coordinating across multiple teams and stakeholders simultaneously and working effectively in a hybrid environment.
• Proficient in Microsoft Office (Word, Excel, PowerPoint); Confluence experience a plus.

Employee Benefits:

GSG is excited to offer its consultants excellent compensation and a robust option of benefits which include comprehensive medical, dental, vision and prescription coverage. You will receive company-paid life insurance. In addition, we hope you will take advantage of eligible commuter benefits-like paying for work-related public transit and parking with pre-tax dollars. Save for your retirement with pre-tax contributions that go directly into your 401K. We also care about your pets with several options for pet insurance, discount card and prescriptions.

GSG's Commitment to Diversity:

As a diverse-owned business, GSG is committed to creating a diverse workforce, and we are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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26565 Agoura Road, #58

Calabasas, CA 91302

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