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Consultant - Asset Management Advisory

L5

fynetraNew York, NY2 days ago

Occupations

Personal Financial AdvisorsFinancial and Investment AnalystsSecurities, Commodities, and Financial Services Sales Agents

Industries

Portfolio Management and Investment AdviceAdministrative Management and General Management Consulting ServicesOther Management Consulting Services
Consultant - Asset Management Advisory Ready to make your mark? We're seeking a driven Consultant to collaborate with diverse clients, deliver professional services, and contribute to business development initiatives. Join our team, learn from Managers and Directors, and get ready for a hands-on, client-facing role. Work across the asset management industry and be rewarded with competitive compensation, perks, and career growth.
Qualifications: Educational Foundation: Bachelor's degree in business, finance, accounting, or related field. Experience Edge: 2+ years in financial services advisory or major blue-chip asset management firm. Change Champion: Involved in complex change programs within asset or wealth management. Analytical Skills: Strong data analysis skills, MS Office proficiency. Communication Pro: Excellent written and verbal communication abilities. Travel Enthusiast: Willingness to travel to meet client needs. Valid Credentials: US driver's license and passport.
Why Us: Innovative Culture: Join a high-growth environment with a focus on innovation. Diverse Challenges: Embrace variety, responsibility, and leadership opportunities. Collaborative Team: Thrive in a collaborative, inclusive atmosphere.
Responsibilities:
  • Team Player: Collaborate within diverse teams, fostering an inclusive work environment.
  • Client Relationships: Build strong relationships at different levels within clients' organizations.
  • Quality Delivery: Consistently deliver high-quality client work within timelines and budgets.
  • Progress Tracking: Monitor progress, manage risks, and keep stakeholders informed.
  • Client Expectations: Manage client service delivery expectations effectively.
  • Industry Insights: Stay updated on current business and industry trends.
  • Expertise & Experience:
  • Transformation Navigator: Expertise across various areas including strategy, design, transformation management, system selection, and more.
  • Functional Mastery: Knowledge in asset management, private banking, wealth management, retirement/trust models.
  • Domain Proficiency: Expertise in domains like front office, operations, distribution, data management, compliance, and technology services.
  • Tech Savviness: Experience in technology services including requirements, design, development, testing, and maintenance across various asset management domains.
  • Ready to Empower Change?
  • Join us in shaping the future of asset and wealth management. Experience a dynamic environment, impactful projects, and rewarding growth. Apply now to embark on your transformational journey!
Apply now (opens in a new tab)
Apply now (opens in a new tab)

Level

SeniorL5

Location

New York, NY

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

2 days ago

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