Consultant – Investment Operations Transformation

Consultant – Investment Operations Transformation

Opportunity:

The successful candidate will have a demonstrated track record in investment operations providing cost‑effective, high quality, and customer‑centric solutions. The candidate must be a highly collaborative self‑starter who can support the execution of the following types of engagements from inception to successful conclusion:

• Operational process analysis & redesign
• Outsourcing Selection / Implementation or Conversion
• Technology Selection and Implementation
• Operating Model Development / Redesign
• Oversight Model Development
• Testing Strategy (QA, UAT, Model Office)
• M&A analysis

Responsibilities:

• Serve as a consultant for designated engagements
• Work with senior Olmstead consultants to facilitate workshops with clients and vendors to capture project documentation and assess recommendations as needed
• Develop quality business requirements, test cases/scripts, data compilation and data analysis
• Actively pursue opportunities to further expand domain knowledge and participate in industry events
• Proactively keep team members informed of progress of assigned tasks and escalating issues with meeting deadlines

Qualifications:

• Proven ability to operate successfully in a collaborative organizational structure
• Proven ability to derive and document current and future state process flows and data flows
• Highly effective formal writing and presentation skills
• Strong communication skills
• Highly skilled in Microsoft suite – MS Project, Excel, PowerPoint, Visio
• Possesses 3-7 years of experience with domain knowledge across key asset management functions with working knowledge of leading service providers and technology platforms supporting the front, middle, or back office
• Master’s degree preferred;
  Bachelor’s degree required
• Ability to travel domestically, potentially up to 60‑70%

If you are interested in joining Olmstead, please send an email to