Bulge Bracket Investment Banks

Posted 12 days ago

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**Project Manager II - Plano, TX** Drive high-impact leadership priorities. Manage projects from planning to execution, ensuring successful delivery. Key responsibilities: - Structured problem-solving and research for various projects - Create executive-ready materials to facilitate decisions - Coordinate cross-functional teams and drive follow-through on commitments - Develop recurring leadership reporting, build dashboards, and provide data-driven insights - Source, validate, and transform data, defining metric standards and promoting consistent interpretation Required qualifiers: - Bachelor's degree or equivalent experience - Loan operations experience - Experience in business analysis or project delivery support roles - Proficiency in common delivery and workflow tools (e.g., Jira) and advanced spreadsheet skills Preferred skills: - Dashboarding and data visualization tools (e.g., Tableau) - Data preparation and blending tools (e.g., Alteryx) - Experience in financial services, real estate, or regulated environments

Compensation: Not specified
City: Not specified
Country: United States

Full Job Description

Location: Plano, TX, United States

Bring structure to high-impact leadership priorities and help turn ideas into measurable outcomes.

Job summary

As an Associate Business Analyst within the Commercial Real Estate team, you will help leadership deliver priority initiatives through strong business analysis, clear requirements, and consistent delivery governance. You will partner with business stakeholders and technology teams to define needs, align on scope, and track progress through to implementation. You will develop executive-ready materials and reporting that highlight performance, risks, and decisions needed. You will use data and visualization to help leaders understand what is working, what is changing, and what support is required.

Job responsibilities

Support leadership special projects with structured problem-solving, research, and operational or strategic analysis

Create executive-ready materials (problem statements, options, recommendations, tradeoffs, risks, and asks) to enable timely decisions

Coordinate cross-functional working sessions and drive follow-through on commitments and next steps

Develop and maintain recurring leadership reporting (operational metrics, initiative status, actions, risks, and benefits tracking)

Build dashboards and visualizations to provide clear insights into performance, delivery progress, risks, and outcomes

Source, validate, and transform data for reporting using analytics and data-preparation tools, with appropriate controls and documentation

Define and maintain metric definitions, data-quality checks, and reporting standards to promote consistent interpretation

Facilitate discovery and clarification of business needs and document requirements that support solution design and delivery planning

Evaluate priorities and tradeoffs by documenting options, dependencies, risks, and cost-versus-benefit considerations

Run delivery governance routines, including concise status updates, decision tracking, and stakeholder communications

Plan and coordinate business testing and validation, ensuring outcomes meet business expectations and requirements are traceable

Required qualifications, capabilities, and skills

Bachelors degree or equivalent practical experience

Loan Operations Experience

Experience in business analysis, operations, initiative governance, or project delivery support

Strong analytical skills with the ability to synthesize data into clear insights, actions, and recommendations

Experience producing management reporting and communicating performance trends to senior stakeholders

Ability to translate business needs into clear, well-structured requirements and documentation

Strong stakeholder management skills, including comfort partnering across business and technology teams

Working knowledge of common delivery lifecycles and ways of working (including iterative delivery approaches)

Experience tracking actions, risks, issues, dependencies, and decisions in a structured way

Proficiency with common delivery and workflow tools (for example, Jira or similar platforms)

Excellent written and verbal communication skills, including executive-ready presentation skills

Preferred qualifications, capabilities, and skills

Experience with dashboarding and data visualization tools (for example, Tableau)

Experience with data preparation and blending tools (for example, Alteryx)

Advanced spreadsheet skills (for example, complex formulas, pivot tables, and data-quality checks)

Experience supporting financial services, real estate, or similarly regulated environments

Exposure to risk, compliance, privacy, and operating controls considerations

Familiarity with cloud concepts to support effective partnering with technology teams

Support leadership with special projects, executive reporting, and technology and AI initiative governance and delivery tracking.

Full Job Description