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Deloitte Senior Consultant- CIS Financial Services in Boston, Massachusetts

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

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.