Consultant

Requirements

• Provide guidance and strategic insights to clients through the successful development and integration of new systems and operational processes
• Conduct in-depth operational and technology assessments to identify inefficiencies and recommend solutions that drive client service improvement, operational efficiency, and risk reduction
• Document existing operational procedures and define new processes based on business analysis
• Provide clients with research and insight relating to software applications and technology, operations processing, reporting, and investment performance measurement
• Develop and maintain project plans, status memos, procedural and operational documentation
• Mentor and lead junior consultants on assigned projects
• Manage systems implementation projects impacting multiple departments, including configuration of tools like SimCorp Dimension, Aladdin, FactSet, Charles River, BNY/Eagle, and others
• Stay informed of capital market and technology trends to deliver innovative solutions and value-added services to clients

Skills & Abilities

• Strategic thinking; transformations are difficult and the ideal candidate will help our clients navigate them successfully
• Experience designing, developing and implementing technology solutions in the investment services industry
• Experience managing systems implementation and development projects that impact multiple departments and redefine operational processes
• Proven record of analyzing business processes and developing practical solutions that drive efficiency, improve client service, and reduce risk
• Ability to assess and document business requirements including systems, data, integration, workflows, output, reports and the economic/operational impact of each
• Analytical and data testing skills with tools like Excel, PowerBI, Alteryx, and/or Tablaeu
• Excellent interpersonal, verbal, and written communication skills

Knowledge & Experience

• Functional, technical, and operational expertise of the investment management industry
• Fundamental knowledge of front, middle and back-office operations in investment management organizations, with a understanding of institutional client reporting
• Knowledge of a broad range of investment management products including US and global equities, fixed-income and derivative products, private credit, hedge funds, and commercial real estate
• Understanding of multi-currency portfolio accounting and fund administration platforms
• Deep experience in back and middle-office operations, ideally performance measurement, portfolio analytics and/or benchmark relative attribution analysis
• Basic knowledge of data query tools and SQL preferred
• MBA, CFA charter holder or candidate, CIPM or CAIA designee, or candidate preferred
• Experienced with tools like SimCorp Dimension, Aladdin, FactSet, Charles River, BNY/Eagle, and others
• Knowledge of cloud services & data modeling principles (nice-to-have)

Education

• Bachelor’s degree or equivalent experience specializing in Computer Science, Information Systems, Engineering, Economics, Finance, Accounting, and/or Management
• 5+ years of relevant experience in the financial industry
• Prior experience in investment management and/or consulting within the industry (preferred)
• Prior experience in Performance, Data or Trading investment operations (preferred)