Deloitte Senior Manager - CIS - Investment Management in Portland, Oregon
Senior Manager- Investment Management
As a global leader in providing consulting services to the asset management industry, Deloitte works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their customers. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers.
Work you'll do
Senior Managers are professionals with strong records of academic and professional achievement in a specific area or field who have the capacity and desire for continuous development and growth.
Deloitte Consulting professionals must also be capable of working and communicating with people at all levels of an organization. Typical project responsibilities of senior manager could include:
Senior Manager lead multiple project workstreams, small engagement teams or components of large, complex engagements in their specialty areas
Lead engagement planning and budgeting
Oversee development and monitoring of work plans for all components of an engagement
Manage activities across all work streams
Provide quality control oversight for all work threads managed
Coordinate with both clinical and non-clinical SMEs to provide peer review of team deliverables
Provide guidance to junior practitioners as they manage large, confidential and complex data sets
Maintain executive relationships and facilitate client acceptance of proposed solutions
Develop process flows identifying challenges and opportunities in business processes
Oversee junior practitioners as they conduct detailed analyses, draw conclusions, and develop pertinent and insightful recommendations
Define deliverable structure and content to reflect the engagement contract
Present findings and recommendations to client leadership
Manage engagement economics and risk
Mentor and develop junior staff
+ + Manage and deliver components of client engagement
Lead teams to assess, design, and implement solutions to achieve client's strategic objectives and business issues.
Assume accountability for on-time delivery of contracted activities and deliverables
Build and source internal teams structure and composition to deliver engagements
Manage engagement delivery, work plan, activities
Provide client sponsors with regular updates
Lead and manage identification and prioritization of issues
Ownership of budgeting and forecasting of team member time and expenses for projects
Identify and mitigate risks throughout the project life-cycle
Conduct client interviews and facilitate client meetings
Present findings and recommendations to client leadership
Develop and maintain contact with top decision makers at key clients
Organize and lead pursuit teams
Participate and lead aspects of the proposal development process
Contribute to the development of proposal pricing strategy
Oversee and create draft engagement contracts
Develop additional business opportunities with current clients and expand engagement scope
Perform role of counselor and coach
Actively participate in staff recruitment and retention activities
Provide leadership for delivery teams and staff in local offices
Leading work - life balance expectation on engagements through flexibility and predictability initiatives
Provide input and guidance into the staffing process
Provide real-time feedback to project team members and participate in the performance review process
Eminence and Firm Activities
Develop points of view in your industry
Publish white papers and present opinion at industry conferences
Lead practice development activities within the firm
Lead and support recruitment activities
Organize local office events to build firm culture
Core Industry Solutions
Our Core Industry Solutions practice encompasses industry vertical, sector specific solutions that leverage distinct technologies to drive operational change and automate the core of the business. Examples of the type of work we deliver to our clients includes Digital CARE (Epic), Insurance CST (Guidewire), and Digital Banking Solutions (nCino).
The team brings experience from across Deloitte to leverage common approaches, best practices, and strategic investments to scale these solutions by industry strategy. Professionals will focus on key client issues that are at the core of the business by integrating our industry expertise with deep technical and operational transformation capabilities.
To qualify for this position, a manager MUST have experience with various sector packages preferably including at least one of the following: Aladdin, Charles River, Fidessa, EZE, Calypso / Murex, Bloomberg AIM, Portware, FlexTrade, Simcorp, FIS, Eagle PACE, IMS Markit EDM, Data Science platform buildout, Ipreo (iLevel and ival), eFront, Investran, Workday, SalesForce, Market Intelligence experience: DST SalesConnect, Market Metrics Matrix, Fishtank
Senior Managers will lead and deliver large, complex client engagements that identify, design, and implement creative business and technology solutions for large companies.
Senior Manager level responsibilities include: providing service excellence by identifying key client business issues, determining client needs by supplementing the standard assessment techniques and tools with innovative approaches, evaluating and validating analysis and developing recommendations for the client in the context of the overall engagement.
SenioeManagers implement and oversee the quality of deliverables and effectively manage the team and day-to-day relationships to ensure exceptional performance.
Managers participate in the development and presentation of proposals for business development activities.
Managers can lead small engagements or components of large, complex engagements.
A minimum of 6 years consulting and/or industry experience is required.
A Bachelor's Degree is required.
Limited sponsorship opportunities may be available
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.