Consultant

About the role

Engaging with stakeholders to drive and support execution against effective project plans, anticipating potential issues, and providing structured solutions to ensure a successful client engagement.
Leading a workstream or component of a project, taking responsibility for the creation of client deliverables by facilitating client interviews and workshops, performing analysis in Excel, synthesizing clear insights from complex information, and developing content that clearly articulates recommendations.
Helping deliver end-to-end front-/middle-/back-office implementation engagements, including current-state assessment, requirements gathering, workflow design, configuration and integration, test planning and execution, and training and procedure documentation.
Contributing to project governance, including regular status meetings, task and budget tracking, proactive communication with clients and the Alpha delivery team, and supporting business and technical workflow handover to client teams upon engagement completion.
Developing meaningful and successful relationships with clients and vendors by understanding the different needs of stakeholders and establishing a high degree of credibility internally and externally.
Supporting Alpha FMC's broader business evolution, including co-authoring whitepapers and performing market research to identify opportunities for Alpha.
Contributing to the wider Alpha community by making innovative and proactive contributions to one or more of Alpha's business management or practice areas.
Maintaining a broad understanding of the challenges facing the Asset and Wealth Management industry and developing knowledge of relevant issues and trends within one or more of Alpha's practice areas.

Requirements

2+ years of proven consulting experience at a recognized consulting firm or through an in-house consulting or business analyst role at a leading financial institution.
Meaningful exposure to at least one major investment management platform, with a preference for SimCorp One/Dimension; familiarity with other platforms such as BlackRock Aladdin, Charles River IMS, Bloomberg AIM, or FactSet is a plus.
Exposure to front office or middle office workflows, with an interest in supporting clients across components of the investment lifecycle such as portfolio management, trading, compliance, investment operations, performance, or reporting.
Experience within financial services, with an understanding of the Asset and/or Wealth Management value chain spanning multiple client segments, investment products, and operating models.
Understanding of investment products and asset classes - including Equities, Fixed Income, Derivatives, and Alternatives — with the ability to translate investment and business needs into operating and technology design requirements.
Exposure to business or technology transformation initiatives, including supporting workstream activities, documentation, or coordination across project teams.
Foundational understanding of project and program management practices, including agile methodologies, supporting status reporting, tracking action items, and helping maintain project documentation.
Some exposure to organizational change management concepts, including supporting communications or training materials as part of a broader project team.
Foundational understanding of investment data and operating model concepts, with exposure to areas such as security master, reference data, risk analytics, or reconciliation a plus.
Experience in at least two of the following focus areas: Portfolio Management, Trading & Order Management, Investment Operations, Investment Data Management, Investment Accounting, Performance Measurement & Attribution, Risk & Analytics, Compliance & Regulatory Reporting, Alternative Investments, Reconciliations (Position, Transaction and Cash), or Investment Data Warehousing & Reporting.

Skills

Excellent written and verbal communication skills with the ability to articulate complex problems and solutions in a simple, logical, and impactful manner; comfortable participating in executive-level workshops, steering committees, and program forums.
Proven track record of building and sustaining lasting relationships with team members and clients.
Excellent consulting and problem-solving skills and familiarity with recognized project, change, and consulting frameworks.
Appetite to support clients across our practice areas and intellectual capacity to think in new, innovative ways to understand complex issues and develop creative solutions.
Ability to comfortably multi-task and engage in multiple initiatives concurrently.
Comfort working in a hybrid model with the flexibility to travel based on client preference.

Compensation and Perks

The anticipated base salary for this role varies based on geographic location and is structured across three compensation zones. These zones reflect local market conditions and cost of labor. Geographic placement is determined by the employee’s primary work location.
Zone A | $113,000 - $153,900
Applies to candidates working in designated high-cost metropolitan areas, including: Los Angeles, CA; San Francisco, CA; Boston, MA; New York City, NY; and Washington, DC, as well as remote roles based in Massachusetts or the New York Tri-State Area.
Zone B | $98,000 - $128,250
Applies to candidates working in key metropolitan markets, including: Austin, TX; Atlanta, GA; Chicago, IL; Charlotte, NC; Denver, CO; and Philadelphia, PA, as well as remote roles based in Texas, California, Pennsylvania, Florida, or Colorado.
Zone C | $90,000 - $118,750
Applies to all other U.S. locations not listed above.
Toronto | CAD 137,800 - CAD 161,500
Applies to candidates working in the Toronto region
Final compensation will be determined based on experience, qualifications, and work location. In addition to base salary, this role is eligible for a discretionary bonus and a comprehensive benefits package. We are committed to equitable and transparent compensation practices across all locations.
- Competitive salary with annual profit-sharing opportunity
- 401k/RRSP matching
- 25 days of annual paid time off
- Up to 7 days annually for sick leave
- Supplemented medical, dental and vision coverage
- Generous reimbursement for commuting, mobile phone, and home internet expenses
- North America team-wide training and retreats
- Sponsorship towards professional certifications / training supported with 5 days of paid training time.