Senior Consultant - Business Transformation Asset Management NY
Senior Consultant - Business Transformation Asset Management NY
Posted on :
08-04-2025
Employer Active
1 Vacancy
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Yearly Salary
$ 80000 - 166000
Vacancy
1 Vacancy
Posted on :
08-04-2025
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 technologyenabled transformation and transactions we partner with our clients to solve todays challenges and deliver present and future value.
Our commitment to our people has earned us numerous awards including Inc5000s Fastest Growing Companies and Glassdoors Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.
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 bachelors 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 $80000 $166000 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 wellbeing. For detailed information about benefits at CrossCountry please visit our dedicated benefits site: Employment Opportunity (EEO)
CrossCountry provides equal employment opportunities (EEO) to all employeesand applicants for employment and believes that respect and fair treatment are critical to creating a productive 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 pregnancy genetics sexual orientation veteran status gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.
Required Experience:
Senior IC
Employment Type
Full-Time
Key Skills
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