Program/Project Management for Direct Engagement

Are you responsible for a project but don’t know how to approach it or manage it? Or have a project in flight that isn’t going well and you don’t know how to get it back on track? No matter how far along the path you are, Caretta can provide program and project managers that can help you plan and execute projects of any size, with teams of any size, and in any industry. Roles and responsibilities are tailored to the client but, among other things, may include:

  • Advise on project approach and messaging

  • Manage key stakeholders, project resources, budget and project scope

  • Create and manage project infrastructure (project plan, charter, communication, plan, etc.)

  • Design processes, metrics, and status reports in addition to developing PowerPoint presentations and other communications

  • Facilitate decision making and address challenges with stakeholders, budgets and/or timelines

Program/Project Management in Partnership

While Caretta provides direct support to clients running projects in any industry, we also have a strong track record of partnering with small companies who are experts in their field, have a project pipeline, but prefer to focus on delivery in their area of expertise and outsource project planning, budget management, scope management, client communications, metrics, and/or reporting. 

If, for example, you are a construction management, financial services technology, or investment compliance consulting firm that has strong domain expertise but struggles to successfully deliver projects or has no desire to manage the project infrastructure, a partnership with Caretta may be for you.

Caretta provides full and part-time project and program managers that partner with subject matters experts to plan and execute engagements of any size. Caretta’s resources are change management experts who can give guidance on approach, create and manage project infrastructure, and develop communications that keep clients informed and help them make decisions over the course of the engagement project. 

Caretta’s proprietary metrics-driven methodology combined with the domain expertise of other firms has a proven track record of delivering on time and within budget.

Our Partners

TillieStar is a Fintech consulting firm serving the asset management industry. Since 2013, our experienced team of compliance professionals have brought practitioner experience to support investment compliance departments across a variety of needs.  Partnering with our clients we specialize in software implementations, upgrades and business as usual support.

We provide broad expertise to support your investment compliance operations, with experience across multiple asset classes, diverse product types and a wide range of regulatory regimes. This expertise along with advanced AI tools has helped us consistently deliver projects on time and on budget for our clients.

Jump Solutions partners with investment managers to solve business and technology challenges since 2007. Our consultants are experts across the entire investment management trade lifecycle. We specialize in systems strategy, selection, implementation and integration for all asset classes and products.

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