Senior Consultant – US

Citisoft Inc; Boston (MA); On-site; USD 120,000 - 170,000; Full time

Job summary

Citisoft is seeking a Senior Consultant to join our North America team in Boston, MA. You will play a key role delivering client engagements across asset and wealth management, analyzing challenges, gathering requirements, and facilitating stakeholder discussions to enable transformation initiatives.

As a hands-on consultant, you will combine investment management expertise with strong analytical thinking, supporting governance, PMO activities, and the delivery of technology-enabled solutions to

Qualifications

• 8+ 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.

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, practice development, and business development activities.

Skills

Asset management consulting

Stakeholder engagement

Requirements gathering

Business analysis

Leadership

Tools

OMS/EMS

IBOR/ABOR

Data platforms

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 Senior Consultants to join our team. Whether you're currently working as a Workstream Lead, PMO Analyst, PMO Manager, Junior Project Manager, Business Analyst, Senior 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 Senior 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.

Our consultants are hands-on problem solvers who combine investment management expertise with strong analytical thinking and a passion for helping clients navigate change.

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, practice development, and business development activities.

Skills & Experience

We're interested in candidates who bring:

• 8+ 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.