Consultant – Investment Operations Transformation


The successful candidate will have a demonstrated track record in investment operations providing cost-effective, high quality, and customer-centric solutions. The candidate must be a highly collaborative self-starter who can support the execution of the following types of engagements from inception to successful conclusion:

  • Operational process analysis & redesign
  • Outsourcing Selection / Implementation or Conversion
  • Technology Selection and Implementation
  • Operating Model Development / Redesign
  • Oversight Model Development
  • Testing Strategy (QA, UAT, Model Office)
  • M&A analysis


  • Serve as a consultant for designated engagements
  • Work with senior Olmstead consultants to facilitate workshops with clients and vendors to capture project documentation and assess recommendations as needed
  • Develop quality business requirements, test cases/scripts, data compilation and data analysis
  • Actively pursue opportunities to further expand domain knowledge and participate in industry events
  • Proactively keeps team members informed of progress of assigned tasks and escalates issues with meeting deadlines


  • Proven ability to operate successfully in a collaborative organizational structure
  • Proven ability to derive and document current and future state process flows and data flows
  • Highly effective formal writing and presentation skills
  • Strong communication skills
  • Highly skilled in Microsoft suite – MS Project, Excel, PowerPoint, Visio
  • Possesses 3-7 years of experience with domain knowledge across key asset management functions with working knowledge of leading service providers and technology platforms supporting the front, middle, or back office
  • Master’s degree preferred; Bachelor’s degree required
  • Ability to travel domestically, potentially up to 60-70%

If you are interested in joining Olmstead, please send an email to [email protected]