Senior Consultant – US
About The Position
Citisoft is a global consulting firm serving the investment management industry through advisory and delivery services. The firm partners with asset managers, wealth managers, and service providers to address business, operational, data, and technology challenges. As its North America team grows, Citisoft is seeking Senior Consultants to support client engagements and impactful change initiatives. The Senior Consultant supports delivery across asset and wealth management organisations, working closely with clients and project teams to analyse business challenges, gather requirements, facilitate stakeholder discussions, and help deliver transformation initiatives. The role involves hands-on problem solving, applying investment management expertise and analytical thinking to help clients navigate change. Consultants may contribute to business development, practice development, and knowledge sharing as part of the firm’s continued growth. Citisoft describes its environment as collaborative and entrepreneurial, with opportunities for professional development and direct contribution to the firm’s growth. The team values expertise, curiosity, teamwork, and long-term relationships with clients and colleagues.
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.
- Confidence 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, 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.
- 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 client stakeholders across business, operations, data, and technology teams.
- Contribute to knowledge sharing, practice development, and business development activities.
Benefits
- Continuous professional development
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
