Managing Consultant – Business Transformation (Asset Management) (NY)

• 
  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.
• Support CrossCountry leadership team on internal projects, including but not limited to the following: sales/marketing initiatives, recruiting, and organizational development.

Ideal Skills & Qualifications

• 5+ years of experience 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.
• Ability to quickly absorb and sort through large quantities of new information in an unfamiliar business area.
• Experience in either business process improvement, project management, and/or financial systems implementation.
• 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,
• Strong proficiency in Excel, PowerPoint, Word.
• Understanding of databases such as MS Access, SQL Server, Oracle etc.
• Creativity, confidence, and flexibility
• High energy, enthusiasm, and an entrepreneurial spirit!
• Great sense of humor!

Education

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