Consultant

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October 13

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Meradia

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Finance • B2B

<Meradia> Meradia is a specialist operations and technology consulting firm serving the global investment management industry. Since 1997 it provides strategic advisory and implementation services that transform front-to-back office processes, performance measurement, analytics, reporting, and data governance for asset managers, asset owners, OCIOs, wealth and trust providers, banks, and insurers. Meradia’s consultants combine deep domain expertise (investment accounting, performance & risk, trading and investment operations) with vendor selection, system rationalization, program management and implementation capabilities to deliver technology-enabled operational change.

51 - 200 employees

Founded 1997

💸 Finance

🤝 B2B

📋 Description

• Provide guidance and strategic insights to clients through successful development and integration of new systems and operational processes • Conduct in-depth operational and technology assessments to identify inefficiencies and recommend solutions • Document existing operational procedures and define new processes based on business analysis • Provide clients with research and insight relating to software applications, operations processing, reporting, and performance measurement • Develop and maintain project plans, status memos, procedural and operational documentation • Mentor and lead junior consultants • Manage systems implementation projects impacting multiple departments • Stay informed of capital market and technology trends to deliver innovative solutions • Consultant(s) should be flexible with an appetite to both lead efforts and approach problems as a business analyst • Ability to travel – significant time onsite with clients, possibly up to 50% to 80% of a workweek

🎯 Requirements

• 5+ years of relevant experience in the financial industry • Bachelor's degree or equivalent experience specializing in Computer Science, Information Systems, Engineering, Economics, Finance, Accounting, and/or Management • Experience designing, developing and implementing technology solutions in the investment services industry • Proven record of analyzing business processes and developing practical solutions • 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 Tableau • MBA, CFA charter holder or candidate, CIPM or CAIA designee, or candidate preferred • Basic knowledge of data query tools and SQL preferred

🏖️ Benefits

• Competitive compensation • Comprehensive benefits • Continuous professional development opportunities • Mentorship • Industry events