Technical Delivery Lead (Investment Management)

Job Title: Technical Delivery Coordinator Investment Technology

Location: San Francisco, CA (Hybrid)

Work Authorization

• USC/GC/EAD
• W2 Only (H1B sponsorship available)
• No C2C candidates

Role Overview

The Technical Delivery Coordinator plays a key role in ensuring the seamless execution of business-as-usual and project-related activities across Investment Operations Technology. This role combines investment operations domain knowledge with technical acumen to drive efficient issue resolution, coordinate cross-functional delivery, and maintain operational rigor. The ideal candidate is highly organized, proactive, and able to operate effectively in a fast-paced, data-driven environment.

Key Responsibilities

Delivery Coordination & Issue Management

• Serve as the first point of contact for techno-functional triage of Data issues, leveraging domain and system knowledge to diagnose, route, and coordinate resolution.
• Own end-to-end issue lifecycle management, ensuring timely resolution and adherence to SLA commitments.
• Proactively identify and escalate high-priority or time-sensitive items (e.g., same-day deliverables) to maintain delivery focus.

Stakeholder Communication & Alignment

• Provide clear, timely updates to stakeholders and manage escalations effectively.
• Act as a liaison between Investment Operations, Technology teams, and dependent systems to ensure alignment and transparency.
• Support strong partnership with Ops and Tech managers to drive coordinated outcomes.

Team Operations & Cadence Management

• Lead daily end-of-day checkpoints/standups to review progress, surface blockers, and align on next-day priorities.
• Lead sprint planning sessions and facilitate Scrum ceremonies across multiple data engineering workstreams.
• Plan and facilitate monthly team meetings, including agenda development, logistics coordination, and documentation of key decisions and action items.

JIRA Governance & Backlog Management

• Enforce JIRA standards, ensuring tickets are accurately created with required fields and aligned to defined workflows.
• Manage and prioritize Data Engineering backlog, including ongoing grooming, task allocation, and support for ad hoc analysis tied to enterprise initiatives.
• Drive improved visibility and throughput by reducing bottlenecks and ensuring work is appropriately sequenced.

Reporting & Continuous Improvement

• Develop and maintain operational dashboards, track KPIs, and provide actionable insights to leadership on a weekly basis.
• Identify and drive process improvement opportunities to enhance efficiency, quality, and scalability of Data Engineering delivery operations.

Qualifications

• 10+ years of experience supporting project delivery within capital markets, preferably in a buy-side asset management environment.
• Strong understanding of investment operations workflows, including account structures, product hierarchies, and performance measurement.
• Proficiency in OraclSQL with the ability to independently analyze data and support issue resolution.
• Strong analytical and problem-solving capabilities, with the ability to perform under tight timelines.
• Excellent communication and stakeholder management skills, including experience handling escalations.
• Proven ability to operate effectively in collaborative, fast-paced environments.