Senior Consultant- CIS Financial Services


July 21, 2021

Senior Consultant - Financial Services

  • Work with top tier asset manager's in the industry implementing investment solutions
  • Research industry solutions and best practices. Prepare findings and present to client's executive level teams
  • Define requirements, identify gaps, and drive scalable solutions to solve client's pressing problems
  • Work with technical resources to help design solutions to meet client's objectives within their unique processes and environment
  • Directly lead workstreams and/or small teams within the context of a larger project, including building strong and effective business relationships
  • Ability to communicate complex ideas effectively, both verbally and in writing (e.g., MS PowerPoint)
  • Produce strategic thought leadership within the investment management domain
  • Must be willing and able to travel up to 80%, depending on client requirements

Preferred Qualifications:

  • 5+ years of experience at an investment firm or consulting firm. Hands-on experience implementing investment management software is desirable
  • Subject matter expertise in investment management, wealth management, real estate, private equity and similar sub-areas within financial services
  • Experience with investment management systems (i.e. Bloomberg AIM, Charles River IMS, BlackRock Aladdin, SCD). CRD is a plus
  • Knowledge of the full order life-cycle, diverse investment strategies, complex derivatives and trading compliance is preferred
  • Experience with business requirements gathering, project management and user testing management
  • Understanding of different project methodologies, Agile, SDLC, etc
  • Ability to promote discussions with clients, analyze and decipher problems, develop solutions and classify challenges in the project environment
  • The ideal candidate can react to a changing investment management atmosphere, rejoices in challenging situations and is able to operate equally well as both a teammate and a self-starter
  • Track record of working in a collaborative, team-based environment to solve business challenges and drive change in large organizations


  • Bachelor or Master's degree in Accounting, Finance, or Investments preferred
  • Industry and/or Project Management certifications are a plus