Job Title : Asset and Wealth Management Domain Consultant
Travel: Yes - 40%
Location : Edison, NJ preferred
Full Time Role
Must Have Skills: Thorough understanding across a broad spectrum of Capital Markets areas: Asset and Wealth management, Full Service Banks, FinServ utilities, Broker-Dealers, Custodians and have an aptitude to understand and create business, analytics, and data-oriented processes
Job Description
***** Consultancy Services is seeking an Asset and Wealth Management Domain Consultant to join the BFSI Analytics and Insights team. This consultant must be thoroughly knowledgeable across a broad spectrum of Capital Markets areas: Asset and Wealth management, Full Service Banks, FinServ utilities, Broker-Dealers, Custodians and have an aptitude to understand and create business, analytics, and data-oriented processes. Responsible for managing the change and transformational project requirements for capital markets engagements.
Key Skills and Responsibilities
- Asset and Wealth Management Industry PoVs, Pre-sales Support, Business transformation propositions.
- Understanding the full lifecycle of trades in FI, Equity and Derivatives.
- Lead and facilitate project meetings & workshops effectively and produce documentation such as Business Requirement Documents, Functional Specification. Documents, Business Process Flows and Data Flow Diagrams
- Client and Internal Relationship Management and Presales Support
- Front to Back operational processes involved for execution to settlement from a Data view
- Support workflows around Trading with a firm understanding of ( any one in depth)
- Risk Management
- Compliance
- Data Lineage/Integrity/Stewardship
- Customer Enablement/CRM/Onboarding
- Internal/External Reporting
Must have skills
- Good product knowledge covering all investment classes FI, Equity and Derivatives.
- An excellent understanding of end to end trade flow process
- Good product knowledge covering all investment classes including OTC derivatives
- An excellent understanding of end to end trade flow process
- Asset management experience/knowledge
- Specification. Documents, Business Process Flows and Data Flow Diagrams.
- Excellent communication skills
- Delivery and implementation skills, including assisting business users with UAT testing and obtaining sign-off from key stakeholders.
Applications used in achieving the above Need to understand overview of (Any 1)
- BlackRock Aladdin
- Charles River
- Simcorp
- Charles Schwab
- Bloomberg
- Wall Street Office
- Murex
Data Analytics Platform/ Tool Exposure
Good to Have
- Knowledge of Agile delivery, SDLC, technical architectures, AI/ML processes and data oriented lifecycles
- Experience of assimilating a lot of detailed information, identify the important points and present them back in the appropriate format
- Ability to look at the bigger picture and make connections
- Business modelling and diagramming for the purpose of explaining complex issues
- Process maps and operating model design and definition
- Highly developed PowerPoint and presentation skills
- Understanding of databases of SQL skills, ETL skills like Abintio etc.
- Experience of complex and large change projects and analysis of the end-to-end data and operating model
- Expertise in eliciting, analyzing, prioritizing and validating requirements and building partnerships with business stakeholders
- Ability to plan & monitor own work activities meeting time and quality targets.
- Thrive in a team environment.
- Build and maintain excellent work relationships.
Qualifications:
13+ years of relevant experience
The consultant has to be thoroughly knowledgeable across a broad spectrum of Capital Markets areas: Asset and Wealth management, Full Service Banks, FinServ utilities, Broker-Dealers, Custodians and have an aptitude to understand and create business, analytics, and data-oriented processes.
Prior experience in Banking Financial and Insurance combined with strong articulation skills, strategic Thinking exposure, Leadership traits, Strong business acumen, Customer focus, Social are essential Excellent communication and presentation skills, experience of working senior / executive stakeholders from IT and Business.
Diverse Lynx LLC is an Equal Employment Opportunity employer. All qualified applicants will receive due consideration for employment without any discrimination. All applicants will be evaluated solely on the basis of their ability, competence and their proven capability to perform the functions outlined in the corresponding role. We promote and support a diverse workforce across all levels in the company.