Senior Consultant- CIS Financial Services

Management Consulting | Core Business Operations
Same job available in 3 locations

Position Summary

Senior Consultant – Financial Services


  • Work with top tier asset manager’s in the industry implementing investment solutions
  • Research industry solutions and best practices. Prepare findings and present to client’s executive level teams
  • Define requirements, identify gaps, and drive scalable solutions to solve client’s pressing problems
  • Work with technical resources to help design solutions to meet client’s objectives within their unique processes and environment
  • Directly lead workstreams and/or small teams within the context of a larger project, including building strong and effective business relationships
  • Ability to communicate complex ideas effectively, both verbally and in writing (e.g., MS PowerPoint)
  • Produce strategic thought leadership within the investment management domain
  • Must be willing and able to travel up to 80%, depending on client requirements


Preferred Qualifications:

  • 5+ years of experience at an investment firm or consulting firm. Hands-on experience implementing investment management software is desirable
  • Subject matter expertise in investment management, wealth management, real estate, private equity and similar sub-areas within financial services
  • Experience with investment management systems (i.e. Bloomberg AIM, Charles River IMS, BlackRock Aladdin, SCD). CRD is a plus
  • Knowledge of the full order life-cycle, diverse investment strategies, complex derivatives and trading compliance is preferred
  • Experience with business requirements gathering, project management and user testing management
  • Understanding of different project methodologies, Agile, SDLC, etc
  • Ability to promote discussions with clients, analyze and decipher problems, develop solutions and classify challenges in the project environment
  • The ideal candidate can react to a changing investment management atmosphere, rejoices in challenging situations and is able to operate equally well as both a teammate and a self-starter
  • Track record of working in a collaborative, team-based environment to solve business challenges and drive change in large organizations



  • Bachelor or Master’s degree in Accounting, Finance, or Investments preferred
  • Industry and/or Project Management certifications are a plus


Our people and culture

Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture.

Professional development

From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

As used in this posting, "Deloitte" means Deloitte Consulting LLP, a subsidiary of Deloitte LLP. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Requisition code: 39695


Caution against fraudulent job offers!

We have been informed of instances where jobseekers are led to believe of fictitious job opportunities with Deloitte US (“Deloitte”). In one or more such cases, false promises of actual or potential selection, or initiation or completion of the recruitment formalities appear to have been or are being made. Some jobseekers appear to have been asked to pay money to specified bank accounts of individuals or entities as a condition of their selection for a ‘job’ with Deloitte. These individuals or entities are in no way connected with Deloitte and do not represent or otherwise act on behalf of Deloitte.

We would like to clarify that:

  • At Deloitte, ethics and integrity are fundamental and not negotiable.
  • We are against corruption and neither offer bribes nor accept them, nor induce or permit any other party to make or receive bribes on our behalf.
  • We have not authorized any party or person to collect any money from jobseekers in any form whatsoever for promises of getting jobs in Deloitte.
  • We consider candidates on merit and that we provide an equal opportunity to eligible applicants.
  • No one other than designated Deloitte personnel (e.g., a Deloitte recruiter or Deloitte hiring partner) is permitted to extend any job offer from Deloitte.

Anyone who at any time has made or makes any payment to any party in exchange for promises of job or selection for a job with Deloitte or any matter related to this (including those for ‘registration’, ‘verification’ or ‘security deposit’) or otherwise engages with any such person who has made or makes fraudulent promises or offers, does so (or has done so) entirely at their own risk. Deloitte takes no responsibility or liability for any such unauthorized or fraudulent actions or engagements. We encourage jobseekers to exercise caution.