Consultant - Capital Markets

Agile Partners; McLean (VA); On-site; USD 70,000 - 100,000; Full time

Job summary

Agile Partners is seeking a consultant based in McLean, Virginia, to work at the intersection of financial services and technology. The role involves analyzing issues, designing solutions, and assisting in the implementation of strategies to solve complex client problems.

The ideal candidate will display critical thinking and communication skills, work alongside diverse stakeholders, and actively participate in documenting, evaluating, and translating business requirements into technology solutions. A Bachelor’s Degree is required, with an advanced degree being desirable.

Qualifications

• Ability to work 50 hours a week.
• Experience with Capital Markets Trading technologies is desired.
• Experience documenting technology requirements and using requirement analysis tools.

Responsibilities

• Prepare and facilitate client meetings/workshops.
• Conduct structured data gathering and analysis.
• Document and explain problems and propose enhancements.

Skills

Critical thinking

Communication

Project management

Scripting

Education

Bachelor’s Degree

Advanced Degree

Tools

SDLC

Banking technologies

Data analysis tools

Job description

Agile's Consultants work at the intersection of financial services and technology. Our consultants assist in the implementation of strategies and custom solutions to address our clients ’ most complex problems. As a consultant, you will work as part of a larger project team to identify client requirements, propose improvement opportunities through technology, and follow recommendations through to benefits realization. The position involves issue analysis, solution design, and ad-hoc consulting support, as well as developing an understanding of our clients’ strategic direction, issues and project goals. The successful candidate must be able to bridge the gap between user-functionality and system developers, and assist in documenting, evaluating, and translating business architectures and needs into business technology solutions.

Role responsibilities will vary from project to project. Progressive responsibility, autonomy and leadership are expected by level. General responsibilities will vary among engagements but include:

• Prepare, facilitate, document and participate in client meetings/workshops
• Emphasis on critical thinking skills with an ability to think laterally across inter-dependencies and drill into topics as needed
• Conduct structured data gathering, research and analysis
• Develop and evaluate procedures, controls, user requirements and functional specifications to identify gaps between current state and future state
• Conduct requirements gathering, functional requirements, user stories and documenting business/data/application/technology architectures, requirements, and business rules
• Ability to translate generic business functionality into specific, verifiable instances of system behavior
• Document and explain problems; work with others to resolve software defects while ensuring technical compatibility and end user satisfaction
• Analyze, develop and propose enhancements to current business processes, reports, and applications in order to optimize system effectiveness
• Conduct diagnostic client interviews to determine root cause analysis
• Support the development of new business opportunities: conduct market/client research and industry analysis
• Liaise with development teamsand provide clarifications on customization requirements
• Create verifiable test cases to confirm that system functionality satisfies business requirements
• Produce high-quality verbal and written consulting deliverables (including proposals, customer presentations, consulting reports, etc.) to effectively communicate project findings
• Generate re-usable intellectual capital in the form of consulting methodology and templates, blueprints, and business cases
• Basic scripting
• Developing, maintaining, and usingproject plansto track project activities

Qualifications

Basic Requirements

• Bachelor’s Degree is required. An advanced degree is desirable.
• Demonstrated ability to think critically through issues to determine root cause
• Demonstrated ability to communicate with diverse set of stakeholders across business and technology
• Ability to work 50 hours a week
• Knowledge of Systems Development Life Cycle (SDLC)
• Experience with Capital Markets Trading and Risk Management technologies and processes (Front, Middle, Back Office; Straight Through Processing; Portfolio Risk Management) desired
• Experience with corporate data warehouse and datamart strategies, implementation, and data analysis (Transaction data, customer and product reference data, market data, position data) desired
• Functional experience with banking technologies (e.g., BlackRock, Primatics, PeopleSoft, SAP and/or other loan accounting software) highly desirable
• Experience participating as a member of a project team through all phases of the project lifecycle, from scoping and planning, requirements gathering, design, process mapping, development, testing, and go live
• Experience documenting technology requirements, requirement analysis tools/methodologies
• Knowledge of process reengineering methodologies and process flowcharting

Business Competencies

• Ability to articulate the value proposition and the business impact of technology transformation
• Ability to exercise judgment within broadly defined practices and policies in developing methods, techniques and evaluation criterion for obtaining results
• Ability to produce clear, concise, relevant and accurate documentation based on captured requirements and information gathered from stakeholders/subject matter experts
• Ability to quickly learn new subjects and absorb new information and methodologies in a rapidly changing environment
• Ability to work in cross-organizational situations
• Can clearly and concisely articulate ideas, thoughts, and opinions during requirements and design sessions with technology teams
• Desire to develop a deep understanding of client strategic direction, issues and project goals
• Enjoys working in fast-paced, quick-to-move environments and is an “early adopter”
• Entrepreneurial mindset; ability to work independently and as an effective team member with client groups, taking on whatever role is necessary to achieve business objectives and enhance client relationships
• Excellent time management, and organizational skills; the ability to manage conflicting priorities and multi-task effectively; and communicate current status and tasks to management
• Excellent verbal and written communication skills with ability to discuss complex ideas and develop project deliverables and participating in workshops with C-level executives
• Maintains high standards; keen attention to detail
• Self-starter able to quickly adapt to new business environments with minimal supervision; strong work ethic and motivated to succeed
• Strong presentation skills, extensive experience writing successful project proposals, experience planning and execution related projects, and demonstrated project management skills and experience
• Strong problem solving skills; ability to determine proper course or methodology without direction or supervision
• Thrives in challenging situations