Consultant – US
About The Position
Citisoft is a global consulting firm serving the investment management industry through advisory and delivery services. The Consultant supports client engagements across asset and wealth management organizations, working closely with clients and project teams to analyse business challenges, gather requirements, facilitate stakeholder discussions, and help deliver transformation initiatives. The role covers business, operational, data, and technology challenges and includes opportunities to work alongside experienced consultants and industry practitioners on impactful change initiatives.
Requirements
- At least 5 years of experience in asset or investment management consulting, industry roles, or delivery-focused change programmes.
- Experience in asset management, investment operations, asset servicing, or investment technology environments.
- Experience in business analysis and requirements management.
- Experience in solution design and delivery enablement.
- Experience working across business, operations, and technology teams.
- Confident engaging with senior stakeholders and operating in structured governance environments.
- Strong written and verbal communication skills, including experience producing client-ready deliverables.
Nice To Haves
- Exposure to asset management platforms or service providers, such as OMS/EMS, IBOR/ABOR, custody, fund administration, or data platforms.
- Experience in investment operations and middle office.
- Experience in investment data management.
- Experience with IBOR/ABOR.
- Experience in trade order management.
- Experience in investment accounting and performance measurement.
- Experience in portfolio management and trade operations.
- Experience in client reporting and fund administration.
- Experience in data management and data transformation.
- Experience with State Street Alpha, Aladdin, Charles River, SimCorp, Eagle, or similar investment management platforms.
- Experience with private markets, digital assets, or AI-enabled transformation initiatives.
Responsibilities
- Support consulting engagements across business, operational, data, and technology initiatives.
- Gather, analyse, and document business and functional requirements.
- Facilitate stakeholder interviews, workshops, and working sessions.
- Analyse business processes, operating models, and technology environments to identify improvement opportunities.
- Support the design and implementation of business, operational, data, and technology solutions.
- Produce client deliverables, process documentation, presentations, and recommendations.
- Support programme governance, project delivery, and PMO activities.
- Build collaborative relationships with stakeholders across client business, operations, data, and technology teams.
- Contribute to Citisoft's growth through knowledge sharing and practice development.
Benefits
- Collaborative and entrepreneurial environment.
- Continuous professional development.
- Opportunity to contribute directly to the firm's growth and success.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
