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CrossCountry Consulting

Senior Consultant - Business Transformation (Asset Management)

CrossCountry Consulting, New York, NY


We are currently seeking a Senior 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):

·Current state assessments

·the development of Target Operating Models

·System selection, implementation, and assistance in complying with the evolving Financial Services regulatory landscape.

·Developing current and future state process workflows

·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. 


Qualifications:

  • 3+ 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.
  • 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
  • Background in either finance optimization, operations improvement, business process improvement, change management, program/project management, acquisition and divestiture implementation and/or regulatory compliance
  • Business acumen with a strong understanding of accounting and business processes, as well as information systems
  • Professionalism and discretion in interacting with executives and clients
  • Proven track record of showing initiative
  • Excellent verbal and written communication skills
  • Strong attention detail and organizational skills
  • Creativity, confidence, and flexibility
  • High energy, enthusiasm, and an entrepreneurial spirit!

Education:

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

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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 $97,000 - $163,750 per year + annual bonus + additional benefits.

CrossCountry Consulting provides equal employment opportunities (EEO) to all employees and applicants 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. All qualified applicants will receive consideration for employment 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.