Consultant

Job Description

Meradia – Consultant

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.

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.

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.

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!

www.meradia.com

REQUIREMENTS

Provide guidance and strategic insights to clients through the successful development and integration of new systems and operational processes

Conduct in-depth operational and technology assessments to identify inefficiencies and recommend solutions that drive client service improvement, operational efficiency, and risk reduction

Document existing operational procedures and define new processes based on business analysis

Provide clients with research and insight relating to software applications and technology, operations processing, reporting, and investment performance measurement

Develop and maintain project plans, status memos, procedural and operational documentation

Mentor and lead junior consultants on assigned projects

Manage systems implementation projects impacting multiple departments, including configuration of tools like SimCorp Dimension, Aladdin, FactSet, Charles River, BNY/Eagle, and others

Stay informed of capital market and technology trends to deliver innovative solutions and value-added services to clients

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

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.

SKILLS & ABILITIES

Strategic thinking; transformations are difficult and the ideal candidate will help our clients navigate them successfully

Experience designing, developing and implementing technology solutions in the investment services industry

Experience managing systems implementation and development projects that impact multiple departments and redefine operational processes

Proven record of analyzing business processes and developing practical solutions that drive efficiency, improve client service, and reduce risk

Ability to assess and document business requirements including systems, data, integration, workflows, output, reports and the economic/operational impact of each

Analytical and data testing skills with tools like Excel, PowerBI, Alteryx, and/or Tablaeu

Excellent interpersonal, verbal, and written communication skills

KNOWLEDGE & EXPERIENCE

Functional, technical, and operational expertise of the investment management industry

Fundamental knowledge of front, middle and back-office operations in investment management organizations, with a understanding of institutional client reporting

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

Understanding of multi-currency portfolio accounting and fund administration platforms

Deep experience in back and middle-office operations, ideally performance measurement, portfolio analytics and/or benchmark relative attribution analysis

Basic knowledge of data query tools and SQL preferred

MBA, CFA charter holder or candidate, CIPM or CAIA designee, or candidate preferred

Experienced with tools like SimCorp Dimension, Aladdin, FactSet, Charles River, BNY/Eagle, and others

Knowledge of cloud services & data modeling principles (nice-to-have)

EDUCATION

Bachelor’s degree or equivalent experience specializing in Computer Science, Information Systems, Engineering, Economics, Finance, Accounting, and/or Management

5+ years of relevant experience in the financial industry

Prior experience in investment management and/or consulting within the industry (preferred)

Prior experience in Performance, Data or Trading investment operations (preferred)