Senior Consultant – Investment Operations Transformation

The Opportunity:
The successful candidate will have a demonstrated track record in Investment Operations as well as experience as a project lead or consultant providing cost-effective, high quality and customer-centric solutions. Candidate must be a highly collaborative self-starter who can support execution of the following types of engagements from inception to successful conclusion:

• Outsourcing Selection / Implementation or Conversion
• Technology Selection and Implementation
• Operating Model Development / Redesign
• Oversight Model Development
• Testing Strategy (QA, UAT, Model Office)
• M&A analysis
• Data Analysis, Readiness or Governance

Responsibilities:

• Serve as project lead or sr. consultant for designated engagements
• Evaluate data/process flows, technologies or operating models and prepare recommendations to deliver business value based on the unique drivers of the client engagement
• Facilitate workshops with clients and vendors to capture project documentation and assess recommendations as needed
• Develop high quality client-ready project deliverables
• Actively pursue opportunities to further expand domain knowledge, participate in industry conferences, and publish thought leadership

• 7-10 years of Asset Management experience working across Front / Middle / Back Office
• Possess strong domain knowledge across key asset management functions: (Trade Execution, Trade Management Support, Portfolio Analytics, Portfolio Accounting, Fund Accounting, Financial Reporting, Compliance, Performance, Client Reporting, and Custody)
• Working knowledge of leading technology platforms supporting the front/middle/back office (e.g., OMS, Portfolio Accounting, Fund Administration, Performance, Client Reporting, etc)
• Experience working with leading middle/back office service provider solutions
• Proven ability to operate successfully in a collaborative organizational structure
• Highly effective formal writing and presentation skills
• Highly skilled in Microsoft suite – MS Project, Excel, PowerPoint, Visio
• Master’s degree strongly preferred; Bachelor’s degree required