Senior Consultant – Investment Operations Transformation

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

  • 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
  • Data Analysis, Readiness or Governance


  • Serve as project lead or sr. consultant for designated engagements
  • Evaluate data/process flows, technologies or operating models and prepare recommendations to deliver business value based on the unique drivers of the client engagement
  • Facilitate workshops with clients and vendors to capture project documentation and assess recommendations as needed
  • Develop high quality client-ready project deliverables
  • Actively pursue opportunities to further expand domain knowledge, participate in industry conferences, and publish thought leadership 


  • 7-10 years of Asset Management experience working across Front / Middle / Back Office
  • Possess strong domain knowledge across key asset management functions: (Trade Execution, Trade Management Support, Portfolio Analytics, Portfolio Accounting, Fund Accounting, Financial Reporting, Compliance, Performance, Client Reporting, and Custody)
  • Working knowledge of leading technology platforms supporting the front/middle/back office (e.g., OMS, Portfolio Accounting, Fund Administration, Performance, Client Reporting, etc)
  • Experience working with leading middle/back office service provider solutions
  • Proven ability to operate successfully in a collaborative organizational structure
  • Highly effective formal writing and presentation skills
  • Highly skilled in Microsoft suite – MS Project, Excel, PowerPoint, Visio
  • Master’s degree strongly preferred; Bachelor’s degree required

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