Investment Management Transformation Consultant

Citisoft PLC; 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

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.