Desired Skills and experience
Essential skills
- 3+ years of experience in Project Management, preferably supporting technology or systems implementations
- Hands-on experience with DealCloud, including configuration and rollout
- Familiarity with Monday.com
- Strong understanding of private equity investment lifecycle and deal workflows
- Proven ability to manage multiple stakeholders across investment and business teams
- Experience acting as a bridge between business users and technical / vendor teams
- Excellent communication skills with ability to engage senior leadership
- Strong ownership mindset with proactive risk and issue management
Good to have:
- Prior experience working in PE, VC, or asset management firms
- Experience coordinating user training and adoption programs
- Exposure to CRM, deal management, or portfolio monitoring platforms
- Lead and drive DealCloud adoption across investment, IR, and foundation teams
- Serve as the primary liaison between business stakeholders and technical implementation partners
- Own project planning, communication, scheduling, risk management, and issue resolution
- Translate business and investment workflow requirements into actionable DealCloud configuration
- Manage expectations, ensure milestones and deadlines are met, and escalate risks as needed
- Coordinate training sessions, onboarding activities, and rollout communications
- Maintain detailed status reports, progress tracking, and executive visibility
- Proactively engage investment teams to ensure alignment with deal lifecycle needs
