Senior Consultant – UK
About The Position
Citisoft is a specialist consulting firm dedicated exclusively to the asset and investment management industry. The Senior Consultant will support client engagements across asset and investment management organisations, working with clients and project teams to analyse business challenges, gather requirements, facilitate stakeholder discussions, and help deliver transformation initiatives. The work spans business, operational, data, and technology challenges, including investment operations, investment data, operating model design, platform implementations, front-to-back transformation, and business change programmes. The role is suited to hands-on problem solvers with investment management expertise and analytical skills. Relevant areas include investment operations, middle office, investment data, portfolio management, trade operations, investment accounting, performance measurement, fund administration, and technology-enabled transformation. The Senior Consultant will also contribute to Citisoft’s practice development and business development activities.
Requirements
- At least 8 years’ experience in asset or investment management consulting, industry roles, or delivery-focused change programmes.
- Experience within 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.
- Confidence engaging with senior stakeholders and working 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 with State Street Alpha, Aladdin, Charles River, SimCorp, Eagle, or similar investment management platforms.
- Experience in private markets, digital assets, or AI-enabled transformation initiatives.
- Experience in investment operations and middle office, investment data management, IBOR/ABOR, trade order management, investment accounting and performance measurement, portfolio management and trade operations, client reporting and fund administration, or data management and data transformation.
Responsibilities
- Support the delivery of 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 opportunities for improvement.
- 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 client stakeholders across business, operations, data, and technology teams.
- Contribute to Citisoft’s growth through knowledge sharing, practice development, and business development activities.
Benefits
- Continuous professional development.
- Collaborative and entrepreneurial environment.
- Opportunity to work exclusively within the investment management industry and contribute to the firm’s growth and success.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
