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IBOR Strategy & Investment Operations Transformation Lead

$150k - $225k

BIP US

Business Integration Partners (BIP) is Europe’s fastest growing digital consulting company and are on track to reach the Top 20 by 2030, with an expanding global footprint in the US (New York, Charlotte, Chicago, and Houston). Operating at the intersection of business and technology we design, develop, and deliver sustainable solutions at pace and scale creating greater value for our customers, employees, shareholders, and society. BIP specializes in high-impact consulting services across multiple industries with 6,000 employees worldwide. Our domains include Financial Services business serves Capital Markets, Insurance and Payments verticals, supplemented with Data & AI, Cybersecurity, Risk & Compliance, Change Management and Digital Transformation practices. We integrate deep industry expertise with business, technology, and quantitative disciplines to deliver high-impact results for our clients. BIP is currently expanding its footprint in the United States, focusing on growing its Capital Markets and Financial Services lines. Our teams operate at the intersection of business strategy, technology, and data to help our clients in driving smarter decisions, reducing risks, and staying ahead in a fast-evolving market environment. About the Role We are looking for a Senior IBOR & Investment Operations Transformation Lead to advise clients on the modernization of investment operations, middle-office platforms, and book-of-record capabilities. This role sits at the intersection of business strategy, investment operations, data architecture, and technology transformation. The successful candidate will help clients evaluate current-state limitations, assess platform alternatives, define future-state operating models, and shape transformation roadmaps that support increasingly complex asset classes, growing data volumes, and evolving business requirements. You will work directly with senior business, operations, technology, and architecture stakeholders to solve challenges related to investment accounting, position keeping, reconciliation, valuation, P&L attribution, exception management, and operational scalability. This is a highly consultative role requiring both strategic thinking and hands‑on delivery leadership. Key Responsibilities Advise clients on Investment Book of Record (IBOR) and Accounting Book of Record (ABOR) strategy and operating model evolution Assess current-state platforms and identify capability, scalability, and operational gaps Evaluate vendor, in‑house, and hybrid platform approaches for book-of-record modernization Develop business cases, target‑state architectures, capability models, and transformation roadmaps Design future‑state investment operations and middle‑office operating models Improve reconciliation, exception management, position keeping, valuation, and accounting processes Define approaches to support TRS, structured products, syndicated bank loans, private assets, and exotic instruments Establish data governance, golden‑source frameworks, and target‑state architectures Assess opportunities to leverage AI and automation for reconciliation, break analysis, and workflow optimization Facilitate workshops and strategic discussions with senior stakeholders Experience Requirements 15+ years of experience within Asset Management, Wealth Management, Capital Markets, or Investment Operations Deep expertise across investment operations, middle office, and book-of-record functions Experience leading IBOR, ABOR, investment accounting, or middle‑office transformation programs Strong understanding of trade lifecycle management, position keeping, valuation, reconciliation, and P&L attribution Experience working with complex financial products including derivatives, TRS, syndicated loans, structured products, and alternative investments Experience with platforms such as FIS InvestOne, SimCorp Dimension, Aladdin, Charles River, Eagle, Clearwater, or similar solutions Knowledge of modern data architectures, cloud platforms, and investment data ecosystems SQL and data analysis experience preferred The base salary range for this role is $150,000 - $225,000, with flexibility for exceptional candidates. Choice of medical, dental, vision insurance. Voluntary benefits. Short- and long-term disability. HSA and FSAs. Matching 401k. Discretionary performance bonus. Employee referral bonus. Employee assistance program. 11 public holidays. 20 days PTO. 7 Sick Days. PTO buy and sell program. Paid parental leave. Remote/hybrid work environment support. It is BIP US Consulting policy to provide equal employment opportunities to all individuals based on job‑related qualifications and ability to perform a job, without regard to age, gender, gender identity, sexual orientation, race, color, religion, creed, national origin, disability, genetic information, veteran status, citizenship, or marital status, and to maintain a non‑discriminatory environment free from intimidation, harassment or bias based upon these grounds. BIP US provides a reasonable range of compensation for our roles. Actual compensation is influenced by a wide array of factors including but not limited to skill set, education, level of experience, and knowledge. #J-18808-Ljbffr BIP US

Vacancy posted 2 days ago
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