Fynetra
Senior Consultant / Manager / Senior Manager – Business Transformation (Asset Ma
Fynetra, Boston, New York, United States
Senior Consultant / Manager / Senior Manager – Business Transformation (Asset Management)
Boston, New York, Chicago
asset-management, Management Consulting
Perm
Hybrid
About the Role A top-tier consulting firm is seeking
Senior Consultants, Managers, and Senior Managers
to join its
Business Transformation practice
with a focus on the
Asset Management industry . This role offers an opportunity to work on high-impact
strategy, operations, and technology transformation projects , partnering with leading asset managers, hedge funds, and private equity firms.
You’ll play a
key role in assessing business challenges, designing target operating models, optimizing processes, selecting and implementing systems, and navigating regulatory change . This position is ideal for professionals with experience in consulting or internal transformation roles who are looking to drive meaningful change in the financial services industry.
Key Responsibilities
Conduct
current state assessments
and develop
future-state target operating models
for asset managers and financial services firms.
Lead and support
business process improvement , operational transformation, and regulatory compliance initiatives.
Assist clients with
system selection, implementation, and vendor assessments
for asset management technology solutions.
Develop
business process flows , gap analyses, and strategic roadmaps.
Perform
requirements gathering, documentation, and stakeholder interviews
to align business needs with solutions.
Create
client presentations and project updates
using tools like Microsoft PowerPoint and Visio.
Define and execute
user acceptance testing (UAT) , system test plans, and change management strategies.
Provide industry insights and best practices to optimize client operations and regulatory compliance.
Support internal business development efforts, including proposal writing, thought leadership, and recruiting initiatives.
Ideal Skills & Experience
3+ years
of experience in consulting (Big Four or equivalent) or an internal transformation role within
asset management, private equity, hedge funds, or wealth management .
Strong knowledge of
asset management operations, fund structures, investor allocations, waterfall calculations, and risk management .
Experience with
trading strategies, data management, performance attribution, and reporting .
Proficiency in
Excel, PowerPoint, and Word , with knowledge of database tools (SQL, MS Access, Oracle) being a plus.
Familiarity with
asset management software
such as
Advent Geneva, Investran, eFront, Burgiss Private I, iLevel, AltaReturn, BlackMountain, Yardi , or similar platforms.
Strong
problem-solving skills , ability to navigate complex business issues, and a structured approach to analysis.
Entrepreneurial mindset, high energy, and a strong sense of ownership
in project delivery.
Excellent
communication and stakeholder management skills
to work effectively with clients and teams.
Education & Qualifications
Bachelor’s degree (or higher) in
Business, Finance, Economics, Engineering, Systems, Accounting, or a related discipline .
Why Join?
Work on
high-profile projects
that shape the future of the asset management industry.
Be part of a
collaborative, high-performing team
with a focus on
innovation, strategy, and technology .
Gain exposure to
cutting-edge financial services technology and regulatory frameworks .
Competitive compensation and a
clear path for career growth
within a fast-paced environment.
#J-18808-Ljbffr
asset-management, Management Consulting
Perm
Hybrid
About the Role A top-tier consulting firm is seeking
Senior Consultants, Managers, and Senior Managers
to join its
Business Transformation practice
with a focus on the
Asset Management industry . This role offers an opportunity to work on high-impact
strategy, operations, and technology transformation projects , partnering with leading asset managers, hedge funds, and private equity firms.
You’ll play a
key role in assessing business challenges, designing target operating models, optimizing processes, selecting and implementing systems, and navigating regulatory change . This position is ideal for professionals with experience in consulting or internal transformation roles who are looking to drive meaningful change in the financial services industry.
Key Responsibilities
Conduct
current state assessments
and develop
future-state target operating models
for asset managers and financial services firms.
Lead and support
business process improvement , operational transformation, and regulatory compliance initiatives.
Assist clients with
system selection, implementation, and vendor assessments
for asset management technology solutions.
Develop
business process flows , gap analyses, and strategic roadmaps.
Perform
requirements gathering, documentation, and stakeholder interviews
to align business needs with solutions.
Create
client presentations and project updates
using tools like Microsoft PowerPoint and Visio.
Define and execute
user acceptance testing (UAT) , system test plans, and change management strategies.
Provide industry insights and best practices to optimize client operations and regulatory compliance.
Support internal business development efforts, including proposal writing, thought leadership, and recruiting initiatives.
Ideal Skills & Experience
3+ years
of experience in consulting (Big Four or equivalent) or an internal transformation role within
asset management, private equity, hedge funds, or wealth management .
Strong knowledge of
asset management operations, fund structures, investor allocations, waterfall calculations, and risk management .
Experience with
trading strategies, data management, performance attribution, and reporting .
Proficiency in
Excel, PowerPoint, and Word , with knowledge of database tools (SQL, MS Access, Oracle) being a plus.
Familiarity with
asset management software
such as
Advent Geneva, Investran, eFront, Burgiss Private I, iLevel, AltaReturn, BlackMountain, Yardi , or similar platforms.
Strong
problem-solving skills , ability to navigate complex business issues, and a structured approach to analysis.
Entrepreneurial mindset, high energy, and a strong sense of ownership
in project delivery.
Excellent
communication and stakeholder management skills
to work effectively with clients and teams.
Education & Qualifications
Bachelor’s degree (or higher) in
Business, Finance, Economics, Engineering, Systems, Accounting, or a related discipline .
Why Join?
Work on
high-profile projects
that shape the future of the asset management industry.
Be part of a
collaborative, high-performing team
with a focus on
innovation, strategy, and technology .
Gain exposure to
cutting-edge financial services technology and regulatory frameworks .
Competitive compensation and a
clear path for career growth
within a fast-paced environment.
#J-18808-Ljbffr