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Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Investment Operations Technology Program Coordinator - **Company:** Evolver Inc. - **Location:** San Francisco, CA, United States - **Experience:** Experienced - **Salary:** $120,000.0 - $140,000.0 - **Contract:** Permanent contract - **Skills:** Microsoft Word, Microsoft Excel, Agile Methodology, Data Analysis, Confluence, JIRA, Data Visualization, RAID, Microsoft Office, Microsoft PowerPoint, Scrum Methodology - **Published:** July 13, 2026 - **Apply:** https://www.indeed.com/viewjob?jk=4262d76a916a024e ## About the Role * 5 years of experience in a program/project coordination, scrum support, or similar operational role. * 5 years of experience within investment management, asset management, or another financial services environment. * Bachelor's degree or equivalent combination of education and experience. * 3 years of basic data analysis/reporting skills * 3 years of experience and proficiency in Microsoft Office (Word, Excel, PowerPoint) Preferred Qualifications * Confluence experience a plus. * 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. * 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. ## Description 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., 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 ## Related Videos - [Tech as a Profit Center – Maximizing P&L Impact by Research Funding and Capitalization](https://www.wearedevelopers.com/videos/100125-tech-as-a-profit-center-maximizing-p-l-impact-by-research-funding-and-capitalization) - [Improving quality with Agentic AI with Rovo Dev and Xray](https://www.wearedevelopers.com/videos/2005-improving-quality-with-agentic-ai-with-rovo-dev-and-xray) - [A Founder's Journey : From Startup Chaos to Purposeful Growth](https://www.wearedevelopers.com/videos/1926-a-founder-s-journey-from-startup-chaos-to-purposeful-growth) - [42 x 2 Canvases Later: Two Years, Two Minds, Many Lessons](https://www.wearedevelopers.com/videos/1458-42-x-2-canvases-later-two-years-two-minds-many-lessons) - [Flexibility is Key: Unlocking the Advantages of Versatile Software Solutions for Strategic Innovatio](https://www.wearedevelopers.com/videos/1943-flexibility-is-key-unlocking-the-advantages-of-versatile-software-solutions-for-strategic-innovatio) - [Collaboration Quantified: Lessons from Open Source Developer Networks](https://www.wearedevelopers.com/videos/1422-collaboration-quantified-lessons-from-open-source-developer-networks) ## Related Articles - [Résumé-Driven Development: How IT trends affect the job market for software developers](https://www.wearedevelopers.com/magazine/59-resume-driven-development-how-it-trends-affect-the-job-market-for-software-developers) - [Fully Remote Software Engineer Jobs](https://www.wearedevelopers.com/magazine/447-fully-remote-software-engineer-jobs) - [Why Attend a Developer Event in 2026?](https://www.wearedevelopers.com/magazine/688-why-attend-a-developer-event-in-2026) - [Events like RSAC Get You CISOs. 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