Project Manager, Data and Calculations (FinTech)

We are seeking an experienced and detail-oriented Project Manager to lead our data and calculation initiatives. This role is a pivotal blend of project management excellence and business acumen, responsible for the end-to-end delivery of projects involving complex financial calculations, data integrations, and advanced business intelligence solutions. You will serve as the crucial link between business stakeholders and technical development teams, ensuring our data, calculations, and algorithms are delivered to the software engineering team on time and to the highest quality standards.

This role is onsite at least three days per week in our Baltimore, MD office.

Key Responsibilities:

Project Leadership & Management

• Own the entire Data project lifecycle, from initial scoping and requirements gathering to deployment, launch, and post-implementation review
• Develop comprehensive project plans, including timelines, budgets, and resource allocation, for all data and calculation projects
• Utilize project management tools (e.g., Jira, Confluence, Asana) to track progress, report on project metrics, and ensure transparency across all teams
• Manage risks and issues, proactively identifying potential obstacles and implementing effective mitigation strategies

Data & Technical Oversight

• Oversee projects related to the integration of external data sources into our core software platform, ensuring accuracy and security
• Manage the development of complex financial calculation engines and algorithms, collaborating with subject matter experts to ensure accuracy
• Drive the delivery of business intelligence dashboards and reporting tools, transforming raw data into actionable insights for our clients and internal teams
• Work closely with data engineers, data scientists, and software developers to define requirements, design solutions, and facilitate quality assurance

Stakeholder Communication & Collaboration

• Act as the primary point of contact for stakeholders, including clients, executive leadership, and technical teams, providing regular project updates
• Conduct business requirements gathering sessions and translate complex business needs into clear, actionable requirements for technical teams
• Facilitate workshops and meetings to align cross-functional teams and ensure a shared understanding of project goals as needed.

Qualifications

Must-Have Skills

• Bachelor's degree in a relevant field such as Finance, Business, Information Systems, or Computer Science
• 5+ years of project management experience, preferably in the software or fintech industry
• Proven experience managing projects focused on data integration, data warehousing, or business intelligence
• Solid understanding of project management methodologies (e.g., Agile, Scrum, Waterfall)
• Strong technical aptitude with the ability to understand data architecture and business requirements
• Excellent communication, interpersonal, and leadership skills

Nice-To-Have Skills

• Experience in the financial services or other technology-driven industries
• PMP, Scrum Master, or other relevant project management certifications
• Familiarity with financial systems and calculations
• Basic proficiency with SQL for data analysis
• Experience with BI tools like Tableau, Power BI, or similar
• Russian language skills (to facilitate communication with our offshore development team

What We Offer

• Be part of a creative, fast-paced team.
• An entrepreneurial and innovative environment
• Competitive salary starting at $85,000-$110,000 commensurate with experience.
• Comprehensive benefits package including health, dental, and vision insurance, 401 (k) match, and 12 paid company holidays.

This role is with TradeSmith, a subsidiary of Marketwise.

About TradeSmith

TradeSmith is a leading financial technology company dedicated to empowering individual, self-directed investors with powerful tools once available only to hedge funds and professional traders. Started in 2005 with the launch of our flagship product TradeStops, we began as a simple way to track portfolios using trailing stops. Since then TradeSmith has evolved to become a comprehensive suite of risk-management and portfolio analysis tools designed specifically for individual investors

About MarketWise

At MarketWise, we thrive on new ideas and the entrepreneurial spirit. Naturally, we are always looking for new people, explorers, and innovators. If you are interested in a career where your ideas will not only be heard but celebrated, we'd like to hear from you.

MarketWise started in 1999 with one brand and the simple idea to publish intelligent, independent, insightful, and in-depth investment research and treat the self-directed investor the way we would want to be treated. That simple idea worked and has guided our decisions ever since. Our companies provide our subscribers with the research, education, and tools that they need to navigate the financial markets.

Since our inception, we have evolved significantly, expanding into a comprehensive suite of diversified investment research products and solutions from various financial research companies. Today, MarketWise subsidiaries offer research across various platforms, including desktop, laptop, and mobile devices such as tablets and cell phones.

We offer a comprehensive portfolio of high-quality, independent, and spirited investment research, as well as several software and analytical tools, on a subscription basis. MarketWise's editors cover a broad spectrum of investments-ranging from commodities to equities, to distressed debt and cryptocurrencies-offering 100+ products on multiple platforms through 7 customer-facing brands.