About the role

  • Manager providing operational guidance and strategic insights for investment management consulting. Focusing on systems integration and relationship management across various clients.

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

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
  • Prior experience in investment management and/or consulting within the industry
  • Basic knowledge of data query tools and SQL preferred
  • Professional certifications such as CFA, CIPM, CAIA, or PMP (preferred)

Benefits

  • Competitive compensation
  • Comprehensive benefits
  • Continuous professional development opportunities
  • Mentorship and industry events

Job title

Manager

Job type

Experience level

SeniorLead

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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