Senior Consultant

Invartis is seeking an experienced Senior Consultant / SME / PM with focus on implementation and business analysis.

Candidates must have at least 8+ years of experience in project implementation, business analysis, operational, or technology delivery roles within an investment management firm. Consulting experience is an asset.

Typical Responsibilities

• Execute consulting projects around asset and wealth management
• Independently deliver high-quality work products within expected timeframes
• Communicate with key stakeholders regarding the project's status and anticipated deliverables
• Develop and maintain client relationships
• Engage with technical team / data team to clarify requirements
• Create operational / technology recommendations to improve the integrity of data / workflow based on quantitative data analysis
• Ensure proper process workflow is followed in accordance with internal controls, compliance and audit requirements. Able to identify the gaps and bridge them

Skills And Qualifications

• Strong knowledge of the investment management industry
• Strong stakeholder and client management capabilities
• Self-starter and capable of working as both a team member and an individual contributor
• Knowledge of all asset classes including alternatives
• Working knowledge of performance and attribution models
• Strong experience with investment data and investment operations (security master, trade processing, reconciliation, pricing, corporate actions, portfolio compliance)
• Expertise with Aladdin, FactSet, Bloomberg and other key industry software
• Able to work independently to research and solve complex problems from both business and technology perspectives
• Organised, motivated to meet deadlines, and always willing to go above and beyond for clients and colleagues
• Exceptional communication skills (both written and oral)
• Degree in finance, or other business-related field; MBA, CFA, PMP are a plus