Asset Management Consultant

No C2C, W2 only

We are currently seeking a Senior Consultant to assist in developing and growing the Business Transformation practice in the NYC market with a primary focus on providing services in the Asset Management space. In this role, you will have the opportunity to provide various services including (but not limited to):

· Current state assessments

· the development of Target Operating Models

· System selection, implementation, and assistance in complying with the evolving Financial Services regulatory landscape.

· Developing current and future state process workflows

· Assessing and selecting vendor software packages

Responsibilities:

• Conduct current state/future state gap analysis for individual business areas.
• Develop business process flows using standard flowcharting methodology in tools such as Microsoft Visio.
• Conduct requirements gathering/scoping sessions with clients, and provide all necessary documents (e.g. Meeting notes, Business Requirements Documentation, Functional Specifications, etc.)
• Create visually pleasing, client ready presentations and project status updates using Microsoft PowerPoint.
• Interview clients, gather data and define and document business requirements.
• Develop report specifications showing data fields required, where sourced and any formulas or algorithms required to produce report.
• Create system test plans and perform testing.
• Provide insight to clients’ teams in industry leading practices.
• Assist clients in defining and performing user acceptance tests and ensure functionality matches user requirements.
• Assist with training and other change management activities, including development of materials/communications.

Qualifications:

• 3 years in Big Four or equivalent background focusing on asset management clients or internal role within an Asset Management firm in the area of project management, finance or operations
• Experience with Asset Managers, Pension/Family Offices, Hedge Funds, and Private Equity including trading strategies, operations, risk management, data management, as well as in complex fund structures, investor/deal allocations, waterfall calculations, IRR calculations, performance attribution, reporting, and/or performance in a business analysis capacity.
• Experience in one or more of the following software platforms (or equivalent): Advent Geneva, Investran, eFront, Burgiss Private I/Private Informant, iLevel, AltaReturn, BlackMountain, Yardi
• Background in either finance optimization, operations improvement, business process improvement, change management, program/project management, acquisition and divestiture implementation and/or regulatory compliance
• Business acumen with a strong understanding of accounting and business processes, as well as information systems
• Professionalism and discretion in interacting with executives and clients
• Proven track record of showing initiative
• Excellent verbal and written communication skills
• Strong attention detail and organizational skills
• Creativity, confidence, and flexibility
• High energy, enthusiasm, and an entrepreneurial spirit!

Education:

• A bachelor’s degree (or higher) in business, finance, economics, engineering, systems, accounting, or other technical discipline.