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    Senior Consultant - Boston, United States - Citisoft

    Citisoft
    Citisoft Boston, United States

    4 weeks ago

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    Description
    Citisoft is a global consulting firm dedicated to servicing the investment management industry.


    Our staff and management bring credibility and hands-on knowledge to every facet of our client relationships, backed by a history of successful partnerships with leading investment management firms and industry service providers.

    With our deep understanding of all aspects of the investment management process, our clients benefit from our ability to identify industry trends and accurately assess their effects.

    Through our Advisory and Delivery services, we offer a full complement of consulting capabilities ranging from strategy formation through guiding and implementing successful business change.


    REPORTS TO:
    Chief Operating Officer and Managing Partner (US); Managing Partner (UK)


    JOB SUMMARY:
    The Senior Consultant should have 8+ years professional experience in buy-side investment management operations and technology. Specifically, this individual will have experience delivering and completing solutions-based services/integration/implementation projects. The Senior Consultant will assume hands-on role in the day-to-day delivery of mission-critical consulting services to our clients. Citisoft projects cover all facets of the global investment management industry, including front, middle and back office initiatives.
    In addition, the Senior Consultant will provide substantial subject matter expertise across the investment management domains within Citisoft's niche marketplace - these include:
    Portfolio analytics
    Trade order management
    Investment risk management
    Performance measurement
    Portfolio management
    Trade operations
    Data management
    Investment accounting
    Client reporting
    Fund accounting and administration

    RELATIONSHIPS:
    Annual reviews are conducted by senior leadership
    Management on project work is based on the project team structure and may include principal consultants, directors, managing directors, and executive management
    The position has primary working relationships across all levels of delivery consulting staff with the expectation of teamwork and collaboration

    PRINCIPLE RESPONSIBILITIES:

    Client Delivery:
    Possesses business skills required to drive deliverables and manage client expectations and acceptance of work
    Project delivery and deliverables - the Senior Consultant will be responsible for the highest standards of project delivery on each engagement; this entails rigorous adherence to Citisoft standards including the document management lifecycle, project citation template, and similar tools
    Subject matter expertise - the Senior Consultant will be responsible for providing subject matter expertise in both an external (client) and internal (knowledge management) capacity on multiple investment management domains
    IM vendor package expertise - the Senior Consultant will be responsible for evaluating and implementing third-party applications from the investment management vendor marketplace
    Technical expertise - coupled with advanced subject matter and delivery expertise, the Senior Consultant may possess advanced analytics skills leveraging SQL or equivalent toolsets, DBA skill, knowledge of operating systems or advanced knowledge of certain vendor applications
    Methodology expertise - the Senior Consultant will be involved in all levels of the project/software development lifecycle (requirements definition, project estimating, functional design, unit/integration testing and quality assurance) and will possess expert knowledge of multiple recognized SDLC methodologies
    Business process expertise - the Senior Consultant will possess advanced knowledge of process design methodologies while leverage subject matter expertise and experience in defining solutions to complex business issues or problems including documenting and reengineering business processes and streamlining operations and/or facilitating the evaluation
    Solutions expertise - The Senior Consultant will have expertise in the selection and implementation of supporting systems and tools to deliver results that exceed client expectations

    Client Relationship Management:
    Partnering with client resources including operational users, business analysts, project managers, and operations personnel
    Participating in recurring client status update meetings and working sessions, potentially including senior management and executive-level meetings
    Establishing relationships with key senior client project resources

    Practice Development:
    Knowledge management - assist with the development and deployment of standardized delivery processes and tools that enable improved scale and delivery predictability in the Citisoft core business

    REQUIRED EXPERIENCE:


    The Senior Consultant will have significant buy-side investment management and project management skills, and will be comfortable working with limited supervision in a fast-paced client environment with challenging deadlines and priorities.


    A key aspect of the experience and skillset(s) required for this position is the demonstration of sustained and repeatable success in the buy-side investment management technology marketplace.

    The Senior Consultant position can be construed as equal parts business analyst, process improvement consultant, and industry expert in our niche space.

    The required experience, professional skills, and personal skills required for the role include:
    Advanced knowledge of SDLC, process improvement, and transition management methodologies and tools
    Strong analytical and problem solving skills
    Ability to communicate clearly and effectively, both verbally and written
    Ability to deal with challenging, changing, and fast paced environments
    Strong time management skills and the ability to potentially work abnormal work schedules including significant travel
    Strong listening skill coupled with the desire to learn and advance

    The candidate for this role should have extensive experience in primary delivery roles on projects in the investment management/financial services industries.

    It is expected that the individual will interact with client staff ranging from the functional VP's and line managers down to operations and technology staff, business analysts, and project managers.

    Based on the above, the professional experience required includes:

    Minimum of 8 years delivering investment management operations and technology projects; must include previous consulting and project management experience
    Demonstrated understanding of project management methodologies and their pragmatic utilization in the investment management marketplace
    Buy-side investment management knowledge including trading operations, data management, performance measurement, client reporting, compliance, investment accounting and client reporting
    Proven ability to participate in a Project Lead or SME role on engagements with limited supervision from Senior Management
    Ability to leverage knowledge or prior experience in the industry to synthesize findings and to develop and present alternatives and recommendations on a client engagement
    Demonstrated ability to work interactively in a client-facing manner with Citisoft clients; critical need to conduct client interviews to identify requirements and strengths/weaknesses in current processes
    Excellent interpersonal, written, and organizational skills

    PERSONAL SKILLS:
    It is expected that the Senior Consultant will display the personal maturity and self-confidence that this client-facing role requires.

    In his/her day-to-day delivery role, the individual will need to manage through inherent conflicts across numerous functional and reporting lines.

    Strong inter-personal skills are therefore critical for both Citisoft and the Senior Consultant role.

    At a minimum, those skills must include:
    Exemplary interpersonal skills and emotional intelligence
    Strong team player
    Loyal, dependable, and trustworthy
    Appetite, enthusiasm, and desire to initiate change and execute a strategy

    #J-18808-Ljbffr

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