Consultant

<p><strong><u>Job Description</u></strong></p> <p><strong>Meradia – Consultant</strong></p> <p><strong>This is a hybrid position. The ideal candidate is based in the Greater Philadelphia, Boston, or New York City area and is open to partial commuting and occasional travel for work.</strong></p> <p>Meradia has been a trusted partner in the investment management industry since 1997, offering strategic advisory and implementation services that blend technical expertise with a dedication to client success. Our mission is to help clients navigate complex challenges, streamline operations, and achieve their goals.<br>&nbsp;<br>We seek ambitious, talented individuals who are passionate about delivering exceptional results. Our consultants collaborate with a diverse range of clients to create impactful solutions. The ideal candidate is a proactive self-starter with strong communication skills, attention to detail, and a proven background in the financial sector.<br>&nbsp;<br>At Meradia, we prioritize and invest in our employees' growth and offer competitive compensation, comprehensive benefits, and continuous professional development opportunities, including mentorship and industry events. If you seek a fulfilling career in consulting, we encourage you to apply to join our team!</p> <p><a href="http://www.meradia.com/">www.meradia.com</a></p> <p><strong>REQUIREMENTS</strong></p> <ul> <li>Provide guidance and strategic insights to clients through the successful development and integration of new systems and operational processes</li> <li>Conduct in-depth operational and technology assessments to identify inefficiencies and recommend solutions that drive client service improvement, operational efficiency, and risk reduction</li> <li>Document existing operational procedures and define new processes based on business analysis</li> <li>Provide clients with research and insight relating to software applications and technology, operations processing, reporting, and investment performance measurement</li> <li>Develop and maintain project plans, status memos, procedural and operational documentation</li> <li>Mentor and lead junior consultants on assigned projects</li> <li>Manage systems implementation projects impacting multiple departments, including configuration of tools like SimCorp Dimension, Aladdin, FactSet, Charles River, BNY/Eagle, and others</li> <li>Stay informed of capital market and technology trends to deliver innovative solutions and value-added services to clients</li> <li>Consultant(s) should be flexible with an appetite to both lead efforts and approach problems as a business analyst (testing, sql queries) and everything in between, given client needs</li> <li>Ability to travel - you will likely spend a significant amount of time onsite with our clients. This travel can be as much as 50% to 80% of a work week and maybe international. In addition, you must have a valid driver's license as many clients are not within range of public transportation.</li> </ul> <p><strong>SKILLS &amp; ABILITIES</strong></p> <ul> <li>Strategic thinking; transformations are difficult and the ideal candidate will help our clients navigate them successfully</li> <li>Experience designing, developing and implementing technology solutions in the investment services industry</li> <li>Experience managing systems implementation and development projects that impact multiple departments and redefine operational processes</li> <li>Proven record of analyzing business processes and developing practical solutions that drive efficiency, improve client service, and reduce risk</li> <li>Ability to assess and document business requirements including systems, data, integration, workflows, output, reports and the economic/operational impact of each</li> <li>Analytical and data testing skills with tools like Excel, PowerBI, Alteryx, and/or Tablaeu</li> <li>Excellent interpersonal, verbal, and written communication skills</li> </ul> <p><strong>KNOWLEDGE &amp; EXPERIENCE</strong></p> <ul> <li>Functional, technical, and operational expertise of the investment management industry</li> <li>Fundamental knowledge of front, middle and back-office operations in investment management organizations, with a understanding of institutional client reporting</li> <li>Knowledge of a broad range of investment management products including US and global equities, fixed-income and derivative products, private credit, hedge funds, and commercial real estate</li> <li>Understanding of multi-currency portfolio accounting and fund administration platforms</li> <li>Deep experience in back and middle-office operations, ideally performance measurement, portfolio analytics and/or benchmark relative attribution analysis</li> <li>Basic knowledge of data query tools and SQL preferred</li> <li>MBA, CFA charter holder or candidate, CIPM or CAIA designee, or candidate preferred</li> <li>Experienced with tools like SimCorp Dimension, Aladdin, FactSet, Charles River, BNY/Eagle, and others</li> <li>Knowledge of cloud services &amp; data modeling principles (nice-to-have)</li> </ul> <p><strong>EDUCATION</strong></p> <ul> <li>Bachelor’s degree or equivalent experience specializing in Computer Science, Information Systems, Engineering, Economics, Finance, Accounting, and/or Management</li> <li>5+ years of relevant experience in the financial industry</li> <li>Prior experience in investment management and/or consulting within the industry (preferred)</li> <li>Prior experience in Performance, Data or Trading investment operations (preferred)</li> </ul>