Senior Consultant - Investment Operations Transformation
Olmstead Associates
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 senior 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 Qualifications: 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 If you are interested in joining Olmstead, please send an email to View email address on click.appcast.io #J-18808-Ljbffr
- ...chain. Provide technical support and troubleshooting for EDI operations. Work with API integrations and various data interchange... ...along with team coordination. Experience in implementing EDI transformations involving ANSI X12 and EDIFACT Standards. Experience in Implementation...OperationsSeniorTransformationWork experience placement
- ...Senior Consultant This is a hybrid position. The ideal candidate is... ...a trusted partner in the investment management industry since... ...complex challenges, streamline operations, and achieve their goals.... ...Strategic thinking; transformations are difficult and the ideal...OperationsSeniorTransformationCasual workFlexible hours
$85k - $105k
...The Senior Consultant within Continuous Improvement & Data Analytics (CIDA) is a member of... ...process design and improvement, advisory, transformation/change management, strategic planning... ...(e.g. finance, IT, budgeting, operations) or academic (e.g. research, provost...OperationsSeniorTransformationFull timeFor contractorsRemote workFlexible hours- ...for autonomous grid management empowering grid operators to accelerate their digital transformation easier, faster, and at scale. By leaving... ...Transform the everyday with us! We are looking for a Senior Power Systems Consultant to join Grid Software’s Power Technologies...OperationsSeniorTransformationLocal areaRemote work
$25.48 - $60.63 per hour
...environments, enjoys solving complex operational and workflow challenges,... ...highly visible healthcare transformation programs. What You’ll Do... ...Leadership & Strategic Consulting Serve as a trusted... ...benefits #401(k) Savings and Investment Plan with company match #...OperationsSeniorTransformationHourly payTemporary workFlexible hours$91k - $140.5k
...compliance module of the Charles River Investment Management Solution (CRIMS). Their contributions... ...issues before taking the client live. Consultants are expected to demonstrate an... ...client is prepared to assume ownership and operate the solution after go-live. Work in...OperationsSenior$152k - $237.5k
...accomplishing hard things, together. Senior Advisory Solutions Consultant - Department of War Here at... ...is in the midst of an exciting transformation—redefining what it means to be a trusted... ...5 years and understand enterprise operations like no one else. For more...OperationsSeniorTransformationWork experience placementLocal areaFlexible hours$124.1k - $226.2k
...Senior Commercial Consultant - Life Sciences (Consultant to Principal Consultant) We believe in the... ...further, faster. Our clients adapt and transform, and together we achieve enduring... ...life sciences, and transport. Our teams operate globally from offices across the UK,...OperationsSeniorTransformationFlexible hours- ...PEPI - CFO Services - Senior Associate OVERVIEW:... ...involvement in our clients' operations. Our job is to support PE firms... ...Measurement & Management Business Transformation Auxiliary Services:... ...Due Diligence, Restructuring, Investment Banking or Private Equity...OperationsSeniorTransformation
$130.8k - $209.4k
...sensitivity analysis to support investment decisions and trade‑offs... ...Contribute to broader finance transformation efforts by streamlining... ...analysis, and/or financial operations roles. Bachelor’s degree required... ...deliver recommendations to senior leaders, framing complex concepts...OperationsSeniorTransformation$113k - $146k
...provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As... ...a candidate for the position of Senior Actuarial Analyst, Valuation in Brighton... ...and data team on valuation system transformation. Support Asset Adequacy Analysis....OperationsSeniorTransformationWork at officeLocal areaWorldwideMonday to Friday$120.96k - $181.44k
...Legal, Sustainability, Commercial, Digital and E-commerce, Technology and more. The Senior Program Manager serves as a senior execution leader within the Transformation Program Operations team, accountable for ensuring that ADUSA\'s most critical programs are planned,...OperationsSeniorTransformationFull timeWork at officeRemote workFlexible hours$102.5k - $187.9k
...working world. AI Finance, Senior, Tech Consulting Whole industries have been disrupted and transformed in recent years by changing... ...can gain from their IT investments. We deliver exceptional client... ...models, processes, and operations. You will gather, understand...OperationsSeniorTransformationWork experience placementSummer holidayFlexible hours$90k - $130k
The Fund Services Senior Associate (Fund Finance) plays a key role... ...the accounting and operational infrastructure of Partners Capital... ...as secondaries and direct co-investments. Support other related... ...Enhancement Support operational transformation initiatives, including...OperationsSeniorTransformationTemporary workWork at officeLocal areaFlexible hours$130k - $185k
...Strategy and Execution - Capital Edge – Senior Associate-Consultant The opportunity EY-Parthenon’s unique combination of transformative strategy, transactions and corporate... ...of the team managing and executing operational and technology focused projects. You'...OperationsSeniorTransformationWork experience placementSummer holidayWork at officeFlexible hours$102.5k - $187.9k
...-end Software Engineer - Senior EY.AI Finance sits at the intersection of finance transformation, enterprise consulting, and product engineering.... ...business models, processes, and operations. You will gather,... ...help clients maximize their investment in technology platforms...OperationsSeniorTransformationSummer holidayFlexible hours$81.1k - $121.5k
...in our partner dental practices and operate nationwide. Visit our website to discover... ...plus AK. The opportunity: The Senior Engagement Consultant advances Health & Risk Solutions growth... ...learn. At Sun Life, we’re driving transformation, sustainability and innovation for our...OperationsSeniorTransformationFull timeWork at officeLocal areaFlexible hours$130k - $185k
...A leading global consulting firm is seeking a Senior Associate - Consultant for their EY-Parthenon Supply Chain practice in Boston. This role involves... ...working with major organizations on supply chain transformations, requiring strong business acumen and analytical...SeniorTransformation- ...Dormont Manufacturing Co is seeking a Senior Workday Integration Engineer to design, build... ...part in our organization's digital transformation initiatives, working with functional and technical teams to enhance business operations. The ideal candidate will have robust experience...OperationsSeniorTransformation
- ...recognized Gartner Magic Quadrant Leader, helping organizations transform fragmented planning into connected, data-driven decision... ...tangible customer value. Your Responsibilities As a Senior Solution Advisory Consultant (m/f/d), you support new and existing customers by...SeniorTransformationWorldwide
$177k - $278.08k
...Initial Therapeutics, Inc. is seeking a Senior Project Manager in Boston to oversee Lab Automation and Transformation initiatives. You'll be pivotal in modernizing laboratory operations and managing program excellence. This role demands robust leadership and communication...OperationsSeniorTransformation$90k - $178.3k
A global product design and technology company in Needham is seeking a Sr. Project Manager, Global Operations to lead cross-functional initiatives. The ideal candidate will have extensive experience in global supply chain operations and direct-to-consumer logistics. This...OperationsSeniorTransformationRemote work- ...What youll do As a member of our consulting team, youll work alongside team... ...whether it be technical accounting, operational accounting, finance transformation, or any other business need. You... ...with and interpreting the needs of senior client stakeholders Detail-oriented...SeniorTransformation
- A leading consultancy in Boston is seeking a Revenue Operations Consultant to drive strategic alignment across the project lifecycle, focusing on complex transformations. Candidates should have strong stakeholder management and analytical skills, with a background in consulting...OperationsTransformation
- ...integrations, provide technical support, and manage B2B projects, ensuring seamless operations and effective team coordination. Join a dynamic environment where your expertise in EDI transformations and protocols will contribute significantly to the supply chain processes and...OperationsSeniorTransformation
$120k - $225k
...Company in Boston seeks a Manager for Americas Client Service Operations to lead and manage the US CSO team. This role involves... ...enhance client experiences and operational support while driving transformation initiatives. The ideal candidate will have over 10 years in client...OperationsSeniorTransformation$145.6k - $209.3k
...their days with our workforce operating platform, helping people get... ...HR, payroll, and workforce transformation to measurable business... ...closely with Sales, Solution Consulting, Customer Success, Product,... ...the Role We’re looking for a senior individual contributor to join...OperationsTransformation- ...accounting and risk, technology-enabled transformation, and transactions, we partner with our... ...10-K, 10-Q, and 8-K filings) Operational Accounting (addressing the need for continuous... ..., advisory firm, or management consulting firm) Strong operational and technical...SeniorTransformationWork at officeLocal areaRemote workFlexible hours3 days per week
- ...Senior Consultant, Industry Solutions, Investment Management - Aladdin Strategy, Growth, and Transformation | Functional and Operational Strategy and Transformation Available in multiple locations including: Atlanta, Georgia, United States Austin, Texas,...SeniorTransformation
$2,500 per month
...Join to apply for the Senior Consultant role at Gapingvoid Culture Design Group Join... ...experience in consulting, organizational transformation, or strategic design work. You’ve led... ...ABOUT GAPINGVOID We build human operating systems. Gapingvoid exists to transform...SeniorTransformationFull timeImmediate startRemote work
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