Manager

Job Description

Meradia - Manager

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 to the client 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

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

Build and maintain strong relationships with clients, serving as a trusted advisor and problem-solver

Drive alignment with client business priorities and project objectives

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

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

Mentor and lead project teams and junior consultants, fostering a culture of excellence and accountability

Stay informed of industry trends, client priorities, and vendor solutions to provide strategic insights

Author white papers, blogs, books, and thought leadership content to reinforce the firm’s position as an industry leader

Interview and assess potential candidates for cultural and subject matter fit

Manager(s) must 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 may be 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 needs including systems, data, integration, workflows, output, reports and the economic/operational impact of each

Strong analytical and data testing skills

Excellent interpersonal, verbal, and written communication skills

KNOWLEDGE & EXPERIENCE

Proven track record of managing multiple workstreams or programs within consulting projects

Strong functional, technical, and operational expertise of the investment management industry

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

Strong knowledge of a broad range of investment management products including US and global equities, fixed income and derivative products

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

Experienced with financial investment and wealth management tools like, FactSet, RIMES, BNY/Eagle, SIMCORP, Confluence, SS&C products

EDUCATION

Bachelor’s degree in Computer Science, Engineering, Finance, Accounting, Economics, Business Administration, or a related field (required)

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

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

MBA or Master’s degree (preferred)

Professional certifications such as CFA, CIPM, CAIA, or PMP (preferred)

10+ years of relevant experience in the financial industry