Consultant

Meradia Group; West Chester (Chester County); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive benefits

Professional development opportunities

Mentorship programs

Job summary

A leading consulting firm is seeking skilled consultants to provide strategic insights and technology solutions to clients in the investment management industry. This role is hybrid and requires a strong background in finance and experience with operational processes. Candidates should have at least 5 years of experience and possess analytical skills. Comprehensive benefits and professional development opportunities are included.

Qualifications

• 5+ years of relevant experience in the financial industry.
• Strong understanding of operational processes in investment management.

Responsibilities

• Provide strategic insights and guidance to clients.
• Conduct operational and technology assessments.
• Document existing procedures and define new processes.
• Mentor junior consultants on projects.
• Manage systems implementation projects.

Skills

Strategic thinking

Experience designing technology solutions

Analytical and data testing skills

Excellent communication skills

Education

Bachelor’s degree in Computer Science, Economics, Finance, etc.

MBA or CFA preferred

Tools

SQL

Excel

PowerBI

SimCorp Dimension

FactSet

Job description

This is a hybrid position. The ideal candidate is based in the Greater Philadelphia, Boston, or New York City area and is open to partial commuting and occasional travel for work.

Meradia has been a trusted partner in the investment management industry since 1997, offering strategic advisory and implementation services that blend technical expertise with a dedication to client success. Our mission is to help clients navigate complex challenges, streamline operations, and achieve their goals.

We seek ambitious, talented individuals who are passionate about delivering exceptional results. Our consultants collaborate with a diverse range of clients to create impactful solutions. The ideal candidate is a proactive self-starter with strong communication skills, attention to detail, and a proven background in the financial sector.

At Meradia, we prioritize and invest in our employees" growth and offer competitive compensation, comprehensive benefits, and continuous professional development opportunities, including mentorship and industry events. If you seek a fulfilling career in consulting, we encourage you to apply to join our team!

• Provide guidance and strategic insights to clients through the successful development and integration of new systems and operational processes
• Conduct in-depth operational and technology assessments to identify inefficiencies and recommend solutions that drive client service improvement, operational efficiency, and risk reduction
• Document existing operational procedures and define new processes based on business analysis
• Provide clients with research and insight relating to software applications and technology, operations processing, reporting, and investment performance measurement
• Develop and maintain project plans, status memos, procedural and operational documentation
• Mentor and lead junior consultants on assigned projects
• Manage systems implementation projects impacting multiple departments, including configuration of tools like SimCorp Dimension, Aladdin, FactSet, Charles River, BNY/Eagle, and others
• Stay informed of capital market and technology trends to deliver innovative solutions and value-added services to clients
• Consultant(s) should be flexible with an appetite to both lead efforts and approach problems as a business analyst (testing, sql queries) and everything in between, given client needs
• Ability to travel - you will likely spend a significant amount of time onsite with our clients. This travel can be as much as 50% to 80% of a work week and maybe international. In addition, you must have a valid driver's license as many clients are not within range of public transportation.

SKILLS & ABILITIES

• Strategic thinking; transformations are difficult and the ideal candidate will help our clients navigate them successfully
• Experience designing, developing and implementing technology solutions in the investment services industry
• Experience managing systems implementation and development projects that impact multiple departments and redefine operational processes
• Proven record of analyzing business processes and developing practical solutions that drive efficiency, improve client service, and reduce risk
• Ability to assess and document business requirements including systems, data, integration, workflows, output, reports and the economic/operational impact of each
• Analytical and data testing skills with tools like Excel, PowerBI, Alteryx, and/or Tablaeu
• Excellent interpersonal, verbal, and written communication skills

KNOWLEDGE & EXPERIENCE

• Functional, technical, and operational expertise of the investment management industry
• Fundamental knowledge of front, middle and back-office operations in investment management organizations, with a understanding of institutional client reporting
• Knowledge of a broad range of investment management products including US and global equities, fixed-income and derivative products, private credit, hedge funds, and commercial real estate
• Understanding of multi-currency portfolio accounting and fund administration platforms
• Deep experience in back and middle-office operations, ideally performance measurement, portfolio analytics and/or benchmark relative attribution analysis
• Basic knowledge of data query tools and SQL preferred
• MBA, CFA charter holder or candidate, CIPM or CAIA designee, or candidate preferred
• Experienced with tools like SimCorp Dimension, Aladdin, FactSet, Charles River, BNY/Eagle, and others
• Knowledge of cloud services & data modeling principles (nice-to-have)

EDUCATION

• Bachelor’s degree or equivalent experience specializing in Computer Science, Information Systems, Engineering, Economics, Finance, Accounting, and/or Management
• 5+ years of relevant experience in the financial industry
• Prior experience in investment management and/or consulting within the industry (preferred)
• Prior experience in Performance, Data or Trading investment operations (preferred)