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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

Vacancy posted 20 hours ago
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