Engineering Project Management - Analyst

ROLE SPECIFICATION  ·  AI, INNOVATION, & DIGITAL PRODUCT

Analyst, Engineering Project Management

Analyst  ·  Reports to CDAO

Digital Product & AI

Miami, FL

01

Engineering Process & Delivery

Project and issue hygiene, SDLC process discipline, QA testing, prod/dev promotion management, and triage of bugs and feature requests submitted to Prism.

02

Release & Roadmap Management

Supports Surge planning, materials prep, and feature release management. Tracks and reports on the FDE roadmap — visibility and status, not authorship or prioritization.

03

Reporting & Transparency

Weekly dev notes, reporting materials, meeting operations, and the recurring transparency deck to C-suite and OpCos, plus the AI newsletter.

ENGINEERING PROCESS & DELIVERY

•    Own cleanliness and structure of all project tracking — every issue properly labeled, assigned, prioritized, and current at all timesManage the prod/dev promotion pipeline — own the process for tracking, approving, and coordinating promotions to production as the firm formalizes its prod/dev split
•    Maintain SDLC process documentation — sprint cadences, definition of done, release checklists, and escalation pathsFlag blockers, stale issues, and scope creep to the appropriate engineering or product lead before they become delivery risks

     No priority-setting authority over the backlog — hygiene and process only; escalate prioritization calls to the team lead

QA & PRODUCT VALIDATION

•    Own QA for Prism and other products before release — systematically testing for number mismatches, broken links, math errors, and UI inconsistenciesServe as the first point of contact for Prism feature requests and bug reports — triage, log, and route to the correct engineer or product owner
•    Communicate status updates back to end users — setting expectations on timelines and closing the loop when issues are resolvedIdentify patterns in bug reports and feature requests and surface recurring themes to product leadership

FDE ROADMAPS & SURGE PLANNING

•    Maintain FDE roadmaps across active workstreams — tracking sprint commitments, milestone dates, and delivery statusTake point on materials prep for Surges and other presentations — compiling decks, pre-reads, and supporting assets ahead of key events
•    Support Surge event planning — coordinating logistics, pre-work, deliverable tracking, and post-surge action item follow-throughProduce sprint and roadmap status summaries for CDAO and senior stakeholder consumption

     Pure tracking role on the roadmap — no authorship or prioritization of roadmap content

REPORTING & TRANSPARENCY

•    Draft the weekly dev notes — summarizing engineering progress, releases, and key decisions across all active workstreamsOwn the weekly reporting materials — compile sprint updates, roadmap status, and key metrics into a consistent format for team and leadership review
•    Support production of the recurring transparency deck to C-suite and OpCos — keeping messaging consistent across all reporting channelsAssist with the AI newsletter — content gathering, cadence, and distribution across the firm
•    Maintain the team's calendar of recurring calls with structured pre-meeting prep and post-meeting action tracking

Organizational Rigor

Instinctively structured — keeps systems clean, tracks details without being asked, and treats process discipline as a professional standard, not a burden.

SDLC & Release Process

Engineering degree with genuine interest in how software gets built and shipped. Understands the SDLC end to end — comfortable with release management, prod/dev promotion, and Surge/capacity planning basics.

QA & Attention to Detail

Methodical approach to product validation — catches number mismatches, broken links, and math errors before they reach end users. Takes pride in shipping clean.

Roadmap Reporting

Able to synthesize status across a roadmap into clear, accurate reporting for non-technical stakeholders. Produces polished materials fit for C-suite and OpCo audiences.

Communication

Clear and direct written communicator. Comfortable interfacing with end users on bug and feature status, and translating engineering updates into plain language for senior leadership.

Judgment & Reliability

Operates with process discipline in a coordination role. Escalates with a proposed solution, not just a flag. Builds credibility through reliability and follow-through, not org chart position.

Year 1  Own the team's project hygiene, QA, and operating rhythm end-to-end. Deep exposure to how an AI and data platform is built — sprints, releases, FDE deployments, and Surge events from the inside.

Year 2  Take on independent project management ownership of a defined workstream or FDE. Begin developing proficiency in SDLC methodology and stakeholder management as a practitioner, not just a coordinator.

Year 3  Pathway to Associate or full Engineering Project Manager — owning end-to-end delivery of product and platform initiatives, potentially anchoring a central ops function as the team scales.

Project Hygiene

Zero stale, unassigned, or mislabeled issues across active projects at any given time

QA Coverage

All releases pass structured QA before promotion — zero number or math errors reaching end users

Bug Loop Closure

Every Prism bug and feature request acknowledged and routed within 24 hours

Dev Notes Cadence

Weekly dev notes drafted and distributed on time, every week

Meeting Readiness

Agendas and pre-reads consistently ready ahead of every recurring meeting

Newsletter Cadence

AI newsletter ships reliably on a predictable, agreed-upon schedule