Brokerage Services/Operations Consultant, Capital Markets

Bip.Monticello Consulting is looking for talented individuals who want to develop their skills and build a world-class consulting tool kit to join our team! At Bip.Monticello, we offer an alternative path to a highly successful career in management consulting within the financial services industry. We are seeking full-time consultants who are business savvy and interested in joining an exceptional team of forward thinkers focused on delivering value for our financial services clients.

Bip.Monticello is seeking a Brokerage Services Consultant who has prior experience with implementation of strategic initiatives within brokerage services (e.g., Prime Brokerage and/or Asset Servicing). Consultants at Bip.Monticello are integral to our team’s success as they work on components of large and complex programs. These consultants will be responsible for the following: providing brokerage services guidance/knowledge, producing and/or assisting with project artifacts (such as business requirements, tracking milestones, and providing status reports on progress implementation of technology platforms).

Required Skills, Experience, & Responsibilities:

• 3 years working with projects in the Capital Markets/Prime Brokerage/Asset Servicing area(s) specially in clearing, custody, settlements, securities lending, corporate actions, financing, etc.
• 3 years of Project Management/Business Analyst experience in the financial services industry at a top-tier consulting firm (e.g., Accenture, Deloitte, KPMG, EY, Sapient, etc.), global investment bank, brokerage operations entity, or Fortune 500 company.
• Manage clear expectations by establishing clear timelines, milestones, and providing transparency on risks, dependencies, and issues through status reporting.
• 2 years of experience writing/assisting with business requirements, user stories, and 1-pager updates for management.
• Hold workshops to collect business requirements with the working groups including Front Office, Middle Office, Back Office, Operations, Technology, and Compliance.
• Create process flows for current state vs. future state as needed.
• Assist with test planning, write test scripts, and conduct UAT testing.
• Analyze business processes and make recommendations for improvements.
• Responsible for understanding technology impact on the business processes.
• Understanding of the different project methodologies: Agile Project Methodology, Six Sigma, or Software Development Life Cycle.
• Experience with ALM tools (Jira, Confluence).
• Bachelor’s Degree in Finance, Management, Business, Computer Science, or Computer Engineering preferred.

**Salary Range for role $120,000 - $150,000

Take the Next Step – Join Us Today!

We are looking for leaders that will effectively drive the future success of both our firm and our clients as we continue up the steep trajectory of Bip.Monticello’s growth story. The firm has been growing and with new practice areas and service offerings being rolled out over the next three years, we expect the growth and career opportunities for our consultants to be equally exciting. Bip.Monticello provides a competitive salary, bonus eligibility, health and dental & vision insurance, a 401K plan with match, along with paid time off benefits.

For more information about life at Bip.Monticello, visit https://www.monticellocg.com.

It is Bip.Monticello Consulting Group 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.Monticello 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.