Consultant – Asset & Investment Management

🕒 April 13

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Cutter Associates

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1998

🤝 B2B

💸 Finance

🏢 Enterprise

B2B • Finance • Enterprise

Cutter Associates is a consulting and research firm focused on the investment management industry, helping asset managers, asset owners, and wealth managers with business transformation, technology and operations strategy, vendor selection, and system implementation. The firm operates a membership-driven research community that provides proprietary research, benchmarking, events, and peer networking, and delivers project-based services across portfolio management, trading, operations & accounting, risk & compliance, data & analytics, and outsourcing.

📋 Description

• Operate as a strong independent contributor on client projects, delivering high-quality work across defined tasks and deliverables. • Support workstreams within larger consulting engagements by conducting research, gathering requirements, and developing recommendations. • Create deliverables such as process maps, presentations, and documentation that drive client decision-making and project success. • Apply critical thinking and structured problem-solving to client challenges, ensuring solutions are practical and actionable. • Collaborate closely with team members and client stakeholders, contributing to a positive and professional client experience. • Contribute industry knowledge and insights that support the design of operating models and solutions for investment management clients. • Participate in internal initiatives such as knowledge sharing, recruitment, and firm-building activities.

🎯 Requirements

• Consulting or related professional experience within the asset and investment management industry. • Strong analytical, problem-solving, and organizational skills with the ability to work independently. • Proven ability to produce high-quality deliverables (presentations, reports, documentation) in client-facing settings. • Clear and professional communication skills, with confidence in presenting to both business and technical audiences. • Collaborative team player who thrives in dynamic, client-facing environments. • Familiarity with investment management platforms, operating models, or technology solutions is preferred. • Willingness to travel as needed to client sites.

🏖️ Benefits

• Competitive salary with annual performance bonus and profit-sharing opportunity • 401(k) match (U.S.) or Superannuation contributions (Australia) • A generous paid time off package that includes vacation days, sick leave, company holidays, and time off for volunteering • Comprehensive medical, dental, and vision insurance (U.S.), or regionally competitive coverage (U.K. and Australia) • Long-term disability and life insurance fully paid by the company (U.S.) • Flexible work model - fully remote with optional access to co-working spaces or offices • Global collaboration and travel opportunities across North America, EMEA, and APAC.