Principal Consultant – UK

Citisoft Inc•Gresham, OR

About The Position

Citisoft is a specialist consulting firm focused exclusively on the asset and investment management industry. Its consultants support asset managers, wealth managers, asset servicers, and technology providers with complex business, operational, data, and technology challenges. The EMEA consulting practice is growing and is seeking Principal Consultants to work on significant industry change initiatives. The Principal Consultant leads complex transformation initiatives across the asset and wealth management industry. Working closely with clients and project teams, the role provides subject matter expertise, leads delivery, defines engagement approaches, and builds relationships with senior stakeholders. Focus areas include investment operations, middle office, investment data management, IBOR/ABOR, trade order management, portfolio management, investment accounting, performance measurement, fund administration, and investment technology. The role also supports business development through proposal development and solution design, contributes to governance and thought leadership, and mentors consultants. Citisoft describes its environment as collaborative and entrepreneurial, with opportunities for professional development and contributions to the firm's growth.

Requirements

  • 12+ years' experience delivering complex transformation initiatives within investment management, consulting, or financial services environments.
  • Proven experience as a Senior Program Manager, Senior Project Manager, Transformation Lead, Delivery Lead, PMO Lead, Engagement Manager, Solutions Consultant, or in a similar role.
  • Strong buy-side investment management expertise across operations, technology, and data.
  • Experience leading complex projects, managing stakeholders, and driving successful delivery outcomes.
  • Ability to engage effectively with stakeholders up to executive level.
  • Strong consulting, communication, and leadership skills.
  • Experience mentoring and developing teams.

Nice To Haves

  • Experience in investment operations and middle office.
  • Experience in investment data management.
  • Experience with IBOR / ABOR.
  • Experience with 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

  • Lead consulting engagements across business, operational, data, and technology initiatives.
  • Define client-specific delivery approaches, services, and deliverables.
  • Manage large-scale projects and transformation programmes.
  • Provide subject matter expertise across investment management domains.
  • Build and maintain relationships with senior client stakeholders.
  • Support business development through proposal development and solution design.
  • Participate in steering committees, workshops, and governance forums.
  • Mentor and develop consultants across the Citisoft team.
  • Contribute to thought leadership, knowledge sharing, and practice development activities.

Benefits

  • Continuous professional development.
  • Collaborative and entrepreneurial environment.
  • Opportunity to contribute directly to the firm's continued growth and success.
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