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)
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