Manager - Business Transformation (Asset Management) (NY)
About The Position
From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here . We are currently seeking a Managing 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
Requirements
- 5+ years of experience 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.
- Ability to quickly absorb and sort through large quantities of new information in an unfamiliar business area.
- Experience in either business process improvement, project management, and/or financial systems implementation.
- Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
- Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards
- 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
- Strong proficiency in Excel, PowerPoint, Word.
- Understanding of databases such as MS Access, SQL Server, Oracle etc.
- A bachelor’s degree (or higher) in business, finance, economics, engineering, systems, accounting, or other technical discipline.
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.
- Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.
- Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.
- Assist with training and other change management activities, including development of materials/communications.
- Support CrossCountry leadership team on internal projects, including but not limited to the following: sales/marketing initiatives, recruiting, and organizational development.
Benefits
- The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching.
- Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Number of Employees
501-1,000 employees
