Business Execution Consultant, Brokerage / Asset Services

Monticello Consulting Group • New York, NY

409d • $120,000 - $150,000 • Remote

About The Position

Bip.Monticello Consulting is seeking a Management Execution Consultant to join their team, focusing on the financial services industry. This role is integral to the success of the consulting team, requiring the consultant to implement strategic initiatives within brokerage services. The position involves producing business requirements, tracking project milestones, and providing status reports on the implementation of platforms.

Requirements

• 3+ years of experience in Capital Markets/Prime Brokerage/Asset Servicing areas such as clearing, custody, settlements, securities lending, corporate actions, and financing.
• 3+ years of Project Management experience in the financial services industry at a top-tier consulting firm, global investment bank, or Fortune 500 company.
• Experience writing detailed requirements, user stories, and 1-pagers for management.
• Familiarity with Agile Project Methodology, Six Sigma, or Software Development Life Cycle.
• Experience with ALM tools such as Jira and Confluence.
• Bachelor's Degree in Finance, Management, Business, Computer Science, or Computer Engineering preferred.

Responsibilities

• Produce business requirements and project artifacts.
• Track milestones and provide status reports on project progress.
• Hold workshops to collect business requirements from various working groups.
• Create process flows comparing current state vs. future state.
• Assist with test planning, write test scripts, and conduct UAT testing.
• Analyze business processes and recommend improvements.
• Understand the technology impact on business processes.

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid parental leave
• Paid time off
• Vision insurance
• Bonus opportunities
• Performance bonus

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree