Managing Consultant – Business Transformation (Asset Management) (NY)

CrossCountry; Paramus (NJ); On-site; USD 107,000 - 236,000; Full time

Job summary

An established industry player is seeking a Managing Consultant to enhance its Business Transformation practice in the NYC market. This role involves providing critical services in the Asset Management space, including current state assessments and developing Target Operating Models. The ideal candidate will have over 5 years of experience in project management, particularly within asset management, and will thrive in a collaborative environment. This innovative firm values creativity and enthusiasm, offering a comprehensive rewards package that supports both professional growth and personal well-being. If you're ready to make a significant impact, this is the opportunity for you.

Benefits

Comprehensive healthcare options

401(k) with company matching

Generous parental leave

Technology stipends

Wellness reimbursement programs

Qualifications

• 5+ years in Big Four or asset management focusing on project management.
• Experience with asset managers, hedge funds, and private equity.
• Strong proficiency in Excel and PowerPoint.

Responsibilities

• Conduct gap analysis for business areas and develop process flows.
• Gather requirements and create client-ready presentations.
• Assist with training and change management activities.

Skills

Project Management

Business Process Improvement

Financial Systems Implementation

Data Management

Risk Management

Creativity

High Energy

Flexibility

Education

Bachelor's Degree in Business

Bachelor's Degree in Finance

Bachelor's Degree in Economics

Tools

Microsoft Visio

Microsoft PowerPoint

Microsoft Excel

Advent Geneva

Investran

eFront

SQL Server

Oracle

Job description

From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.

Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.

We are currently seeking a Managing Consultant to assist in developing and growing the Business Transformation practice in the NYC market with a primary focus on providing services in the Asset Management space. In this role, you will have the opportunity to provide various services including (but not limited to):

1. Current state assessments
2. The development of Target Operating Models
3. System selection, implementation, and assistance in complying with the evolving Financial Services regulatory landscape.
4. Developing current and future state process workflows
5. Assessing and selecting vendor software packages

Responsibilities

• Conduct current state/future state gap analysis for individual business areas.
• Develop business process flows using standard flowcharting methodology in tools such as Microsoft Visio.
• Conduct requirements gathering/scoping sessions with clients, and provide all necessary documents (e.g. Meeting notes, Business Requirements Documentation, Functional Specifications, etc.)
• Create visually pleasing, client-ready presentations and project status updates using Microsoft PowerPoint.
• Interview clients, gather data and define and document business requirements.
• Develop report specifications showing data fields required, where sourced and any formulas or algorithms required to produce report.
• Create system test plans and perform testing.
• Provide insight to clients’ teams in industry leading practices.
• Assist clients in defining and performing user acceptance tests and ensure functionality matches user requirements.
• Assist with training and other change management activities, including development of materials/communications.
• Support CrossCountry leadership team on internal projects, including but not limited to the following: sales/marketing initiatives, recruiting, and organizational development.

Ideal Skills & Qualifications

• 5+ years of experience years in Big Four or equivalent background focusing on asset management clients or internal role within an Asset Management firm in the area of project management, finance or operations
• Experience with Asset Managers, Pension/Family Offices, Hedge Funds, and Private Equity including trading strategies, operations, risk management, data management, as well as in complex fund structures, investor/deal allocations, waterfall calculations, IRR calculations, performance attribution, reporting, and/or performance in a business analysis capacity.
• Ability to quickly absorb and sort through large quantities of new information in an unfamiliar business area.
• Experience in either business process improvement, project management, and/or financial systems implementation.
• Experience in one or more of the following software platforms (or equivalent): Advent Geneva, Investran, eFront, Burgiss Private I/Private Informant, iLevel, AltaReturn, BlackMountain, Yardi.
• Strong proficiency in Excel, PowerPoint, Word.
• Understanding of databases such as MS Access, SQL Server, Oracle etc.
• Creativity, confidence, and flexibility.
• High energy, enthusiasm, and an entrepreneurial spirit!
• Great sense of humor!

Education

• A bachelor’s degree (or higher) in business, finance, economics, engineering, systems, accounting, or other technical discipline.

For applicants located in New York, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $107 - $236,000 per year + annual bonus + additional benefits.

Benefits Summary

The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: https://www.crosscountry-consulting.com/careers/benefits/.

Equal Employment Opportunity (EEO)

CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive, diverse, and inclusive workplace.

As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, pregnancy, genetics, sexual orientation, protected veteran status, gender identity or expression or any other characteristic protected by federal, state or local laws. This policy also complies with pay transparency and labor laws and applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.