Program Coordinator

Position Title: Program Coordinator - Investment Ops|

Location: San Francisco, CA

Type: Contract

Position Summary

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.

KEY 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

SKILLS & QUALIFICATIONS

• 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.

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).