Responsibilities
- Provide guidance to the client 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
- Develop and maintain project plans, status memos, procedural and operational documentation
- Build and maintain strong relationships with clients, serving as a trusted advisor and problem-solver
- Drive alignment with client business priorities and project objectives
- Provide clients with research and insight relating to software applications and technology, operations processing, reporting, and performance measurement
- Manage systems implementation projects impacting multiple departments, including configuration of tools like SimCorp Dimension, Aladdin, FactSet, Charles River, BNY/Eagle, and others
- Mentor and lead project teams and junior consultants, fostering a culture of excellence and accountability
- Stay informed of industry trends, client priorities, and vendor solutions to provide strategic insights
- Author white papers, blogs, books, and thought leadership content to reinforce the firm’s position as an industry leader
- Interview and assess potential candidates for cultural and subject matter fit
- Manager(s) must be flexible with an appetite to both lead efforts and approach problems as a business analyst (testing, sql queries) and everything in between, given client needs
- Ability to travel - you will likely spend a significant amount of time onsite with our clients. This travel can be as much as 50% to 80% of a work week and may be international. In addition, you must have a valid driver's license as many clients are not within range of public transportation.
Requirements
- Bachelor’s degree in Computer Science, Engineering, Finance, Accounting, Economics, Business Administration, or a related field (required)
- 10+ years of relevant experience in the financial industry
- Proven track record of managing multiple workstreams or programs within consulting projects
- Strong functional, technical, and operational expertise of the investment management industry
- Deep knowledge of front, middle and back-office operations in investment management organizations, with a strong understanding of institutional client reporting
- Strong knowledge of a broad range of investment management products including US and global equities, fixed income and derivative products
- 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
- Experienced with financial investment and wealth management tools like, FactSet, RIMES, BNY/Eagle, SIMCORP, Confluence, SS&C products
Nice to Have
- Prior experience in investment management and/or consulting within the industry
- Prior experience in Performance, Data or Trading investment operations (preferred)
- MBA or Master’s degree (preferred)
- Professional certifications such as CFA, CIPM, CAIA, or PMP (preferred)
Work Arrangement
Hybrid — Greater Philadelphia, Boston, New York City
Additional Information
- Ability to travel - you will likely spend a significant amount of time onsite with our clients. This travel can be as much as 50% to 80% of a work week and may be international.
- You must have a valid driver's license as many clients are not within range of public transportation.
