Delivery Consulting Team - US

Citisoft is a global consulting firm dedicated to enabling change in the investment management industry. Our consultants are industry experts who have delivered transformative initiatives for global asset managers, asset owners, insurers, and asset servicers. We are the most experienced consultancy in the industry, offering unmatched domain expertise and leading-edge insights into the technologies and trends that shape our clients' businesses. Through both strategic and tactical services, we partner with clients to drive technology, operations, and data initiatives from conception to deployment.

Our consultants draw from buy-side asset management experience in a variety of functions throughout the investment lifecycle. Great candidates are motivated and have a high level of professionalism and ability to collaborate. We hire for four primary consultant roles based on depth of experience.

Submit your CV and our Talent Acquisition team will be in touch to discuss open opportunities.

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DELIVERY CONSULTING TEAM ROLES

Director

Citisoft Directors are committed to delivering world class consulting services and sustaining our client relationships. As a Director, you set yourself apart with your depth of experience working independently and ability to successfully shoulder responsibilities from business development support to engagement management. Directors have proven track records of success on large-scale programs across the investment management lifecycle and are driven to take on a leadership position.

Required experience: 15+ years of senior-level consulting experience in buy-side investment management operations and technology. In particular, you must have experience delivering, managing and completing large complex operational and systems strategy / integration / implementation projects.

Read more about the role of Directors at Citisoft.

Principal Consultant

As a Principal Consultant, your experience, professionalism, subject matter expertise, and gravitas will enable you to seamlessly transition from the business development process to vital aspects of delivery and knowledge management. This role requires extensive consulting and project management skills and ability to work with minimal oversight while broadening and deepening client relationships.

Required experience: 12+ years in buy-side investment management operations and technology. Specifically, you will have experience delivering large complex operational and systems strategy / integration / implementation projects.

Read more about the role of Principal Consultants at Citisoft.

Senior Consultant

Our Senior Consultants have deep buy-side expertise and confidence in working with limited supervision in a fast-paced client environment. As a senior consultant, you'll deliver project management, process improvement, and domain expertise across a wide range of client engagements. These responsibilities are backed by a demonstration of sustained and repeatable success within our industry as well as enthusiasm to achieve client success.

Required experience: 8 years in buy-side investment management operations and technology. Specifically, you will have experience delivering and completing solutions-based services / integration / implementation projects.

Read more about the role of Senior Consultants at Citisoft.

Consultant

Consultants have experience working in buy-side firms or in previous consulting roles in financial services. As a consultant with Citisoft, you'll work on dynamic projects in a variety of technical and strategic roles to deliver client success. Working with an experienced team, you'll accelerate your knowledge of operating model design, project best practices, technology implementation, and service provider transitions.

Required experience: 5 years in buy-side investment management operations and technology. Specifically, you will have experience supporting solutions-based services/integration / implementation projects.

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FURTHER INFORMATION

Reports To: Chief Operating Officer and Managing Partner (US)

Locations: Based in either Boston or London, there is some expectation of travel to client locations.

Key Responsibilities: Each grade holds varying levels of responsibility across five main objectives.

1. Business Development
2. Client Delivery
3. Client Relationship Management
4. Practice Development
5. Thought Leadership

Personal Attributes

• Advanced knowledge of investment management domains
• Excellent communication skills
• Collaborative mindset
• Interpersonal skills and emotional intelligence
• Leadership qualities
• Self-motivation and initiative

Performance Reviews: Conducted annually by senior leadership, performance reviews are integral to our commitment to employee development and growth.