Consultant – US

Citisoft Inc; Boston (MA); On-site; USD 130,000 - 180,000; Full time

Job summary

Citisoft PLC seeks a Consultant to support engagement delivery across asset and wealth management clients in North America. You will analyze business challenges, gather requirements, and drive transformation initiatives in collaboration with client teams and project colleagues.

You will work with senior stakeholders in a structured governance environment, delivering client-ready artefacts and recommendations that inform strategic decisions and operational improvements.

Qualifications

• 5+ years' experience in asset or investment management consulting.
• Experience within asset management, investment operations, or asset servicing.
• Proven ability in business analysis, requirements management, and solution design.

Responsibilities

• Support the delivery of 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 and operating models to identify improvements.
• Produce client deliverables, process documentation, and recommendations.
• Support governance, project delivery, and PMO activities.
• Collaborate with client stakeholders across business, operations, data, and technology teams.
• Contribute to Citisoft's growth through knowledge sharing and practice development.

Skills

Asset management

Investment operations

Stakeholder engagement

Requirements management

Solution design

Cross-functional collaboration

Job description

About Citisoft

Citisoft is a global consulting firm dedicated to servicing the investment management industry. Through our Advisory and Delivery services, we partner with leading asset managers, wealth managers, and service providers to solve complex business, operational, data, and technology challenges.

As our North America team continues to grow, we're looking for talented Consultants to join our team. Whether you're currently working as a Management Consultant, Analyst, PMO, or Business Analyst, or have a background in transformation delivery, technology, or investment operations within the buy-side investment management industry, you'll have the opportunity to work alongside experienced consultants and industry practitioners on some of the industry's most impactful change initiatives.

Role Overview

As a Consultant, you will play a key role in supporting the delivery of client engagements across asset and wealth management organisations. Working closely with clients and project teams, you will help analyse business challenges, gather requirements, facilitate stakeholder discussions, and support the successful delivery of transformation initiatives

Key Responsibilities

• Support the delivery of 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 opportunities for improvement.
• Support the design and implementation of business, operational, data, and technology solutions.
• Produce high-quality 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 Citisoft's continued growth through knowledge sharing and practice development.

Skills & Experience

We're interested in candidates who bring:

• 5+ years' experience in asset or investment management consulting, industry roles, or delivery focused change programmes
• Experience within asset management, investment operations, asset servicing, or investment technology environments.
• Proven experience in:
  • Business analysis and requirements management
  • Solution design and delivery enablement
  • Working across business, operations, and technology teams
• Exposure to asset management platforms or service providers (e.g. OMS/EMS, IBOR/ABOR, custody, fund administration, data platforms) is highly desirable
• Confident engaging with senior stakeholders and operating in structured governance environments
• Strong written and verbal communication skills, with experience producing client‑ready deliverables

Relevant Experience

• Investment Operations & Middle Office
• Investment Data Management
• IBOR / ABOR
• Trade Order Management
• Investment Accounting & Performance Measurement
• Portfolio Management & Trade Operations
• Client Reporting & Fund Administration
• Data Management & Data Transformation
• State Street Alpha, Aladdin, Charles River, SimCorp, Eagle, or similar investment management platforms
• Private Markets, Digital Assets, or AI-enabled transformation initiatives

Why Citisoft?

At Citisoft, you'll have the opportunity to work exclusively within the investment management industry, partnering with leading firms on meaningful transformation programmes. We offer a collaborative and entrepreneurial environment, continuous professional development, and the chance to contribute directly to the firm's continued growth and success.

Most importantly, you'll be joining a team that values expertise, curiosity, teamwork, and long-term relationships, both with our clients and with each other.