Talent.com
Asset and Wealth Management Domain Consultant

Asset and Wealth Management Domain Consultant

XCUTIVES INC.Edison, New Jersey, United States
2 days ago
Job type
  • Full-time
Job description

Job Description

We are seeking an Asset and Wealth Management Domain Consultant to join the BFSI Analytics and Insights team. This consultant must be thoroughly knowledgeable across a broad spectrum of Capital Markets areas : Asset and Wealth management, Full Service Banks, FinServ utilities, Broker-Dealers, Custodians and have an aptitude to understand and create business, analytics, and data-oriented processes . Responsible for managing the change and transformational project requirements for capital markets engagements.

Key Skills and Responsibilities

  • Asset and Wealth Management Industry PoVs, Pre-sales Support, Business transformation propositions.
  • Understanding the full lifecycle of trades in FI, Equity and Derivatives.
  • Lead and facilitate project meetings & workshops effectively and produce documentation such as Business Requirement Documents, Functional Specification. Documents, Business Process Flows and Data Flow Diagrams
  • Client and Internal Relationship Management and Presales Support
  • Front to Back operational processes involved for execution to settlement from a Data view
  • Support workflows around Trading with a firm understanding of ( any one in depth)
  • Risk Management
  • Compliance
  • Data Lineage / Integrity / Stewardship
  • Customer Enablement / CRM / Onboarding
  • Internal / External Reporting

Must have skills

  • Good product knowledge covering all investment classes FI, Equity and Derivatives.
  • An excellent understanding of end to end trade flow process
  • Good product knowledge covering all investment classes including OTC derivatives
  • An excellent understanding of end to end trade flow process
  • Asset management experience / knowledge
  • Specification. Documents, Business Process Flows and Data Flow Diagrams.
  • Excellent communication skills
  • Delivery and implementation skills, including assisting business users with UAT testing and obtaining sign-off from key stakeholders.
  • Applications used in achieving the above – Need to understand overview of (Any 1)
  • BlackRock Aladdin
  • Charles River
  • Simcorp
  • Charles Schwab
  • Bloomberg
  • Wall Street Office
  • Murex
  • Data Analytics Platform / Tool Exposure
  • Databricks
  • Snowflake
  • Good to Have

  • Knowledge of Agile delivery, SDLC, technical architectures, AI / ML processes and data oriented lifecycles
  • Experience of assimilating a lot of detailed information, identify the important points and present them back in the appropriate format
  • Ability to look at the bigger picture and make connections
  • Business modelling and diagramming for the purpose of explaining complex issues
  • Process maps and operating model design and definition
  • Highly developed PowerPoint and presentation skills
  • Understanding of databases of SQL skills, ETL skills like Abintio etc.
  • Experience of complex and large change projects and analysis of the end-to-end data and operating model
  • Expertise in eliciting, analyzing, prioritizing and validating requirements and building partnerships with business stakeholders
  • Ability to plan & monitor own work activities meeting time and quality targets.
  • Thrive in a team environment.
  • Build and maintain excellent work relationships.
  • Qualifications :

  • 13+ years of relevant experience
  • The consultant has to be thoroughly knowledgeable across a broad spectrum of Capital Markets areas : Asset and Wealth management, Full Service Banks, FinServ utilities, Broker-Dealers, Custodians and have an aptitude to understand and create business, analytics, and data-oriented processes.
  • Prior experience in Banking Financial and Insurance combined with strong articulation skills, strategic Thinking exposure, Leadership traits, Strong business acumen, Customer focus, Social are essential Excellent communication and presentation skills, experience of working senior / executive stakeholders from IT and Business.
  • Candidate will interface with external stakeholders like Customer (CDO,CAO,CMO,COO,CIO,CTO, Senior executives and other CXOs / Senior Data related stakeholders) and Partners; Internal Stakeholders like Geo Sales, Presales & Delivery, Practice, ISU Relationship Teams. On Financial front, Candidate will Direct Revenue through consulting / advisory / delivery services and influenced opportunities resulting in downstream revenues. Must strive to maintain billability thru strategic / consultative engagements. Represent TCS A&I unit in customer workshops, panel / speakers in key events and proposal discussion .
  • Create a job alert for this search

    Asset Management • Edison, New Jersey, United States

    Related jobs
    • Promoted
    Wealth Consultant

    Wealth Consultant

    First Citizens BankNew York, NY, US
    Full-time
    The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net wo...Show moreLast updated: 30+ days ago
    • Promoted
    Blockchain & Digital Assets Manager

    Blockchain & Digital Assets Manager

    EisnerAmperIselin, NJ, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show moreLast updated: 1 day ago
    • Promoted
    Career Consultant (IN, MI, OH, PA)

    Career Consultant (IN, MI, OH, PA)

    Lee Hecht HarrisonWoodcliff Lake, NJ, United States
    Part-time
    The focus of the Career Consultant position is to provide individualized support and strategies for candidates in transition to help them identify career options and achieve a successful outcome.Th...Show moreLast updated: 4 days ago
    • Promoted
    Director Center for Professional Development, Innovation, and Research CPDIR

    Director Center for Professional Development, Innovation, and Research CPDIR

    Barnabas Health Behavioral HealthAsbury Park, NJ, US
    Full-time
    Location : Saint Barnabas Behavioral.The above reflects the anticipated annual salary range for this position if hired to work in New Jersey. The compensation offered to the candidate selected for th...Show moreLast updated: 2 days ago
    • Promoted
    Remote Opinion Contributor

    Remote Opinion Contributor

    Prime InsightsBradley Gardens, NJ, US
    Remote
    Full-time
    Join thousands of members already earning with top-paying surveys and offers.Get started today and enjoy competitive rewards, fast payouts with no waiting periods, and the flexibility to participat...Show moreLast updated: 2 days ago
    • Promoted
    Residential Manager - (Group Home IDD)

    Residential Manager - (Group Home IDD)

    Beacon Specialized LivingEatontown, NJ, US
    Full-time
    Overview • Beacon is a successful and national private-equity backed behavioral health company providing residential-based services and supports to children and adults with Intellectual and Developm...Show moreLast updated: 9 days ago
    • Promoted
    Assistant Director of Endowment Accounting and Investment Operations, Assistant Treasurer

    Assistant Director of Endowment Accounting and Investment Operations, Assistant Treasurer

    The Lawrenceville SchoolLawrenceville, NJ, United States
    Full-time
    Responsible for the accounting of endowment, permanently and temporarily restricted funds, currently unrestricted gifts, life income funds and pledges. Works closely with School's Investment Office / ...Show moreLast updated: 20 days ago
    • Promoted
    Asset Wealth Management Consulting Manager

    Asset Wealth Management Consulting Manager

    PricewaterhouseCoopersNew York, NY, United States
    Full-time
    At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse client needs, develop operat...Show moreLast updated: 4 days ago
    • Promoted
    Consultant - R&D Advisory - US

    Consultant - R&D Advisory - US

    Syneos Health / inVentiv Health Commercial LLCBridgewater, NJ, United States
    Full-time
    You're driven, resourceful, and above all else - remarkably smart.In this role, you'll join the R&D Advisory Group within Syneos Health Consulting where you will help make life science R&D organiza...Show moreLast updated: 17 days ago
    • Promoted
    LMFT (Virtual)

    LMFT (Virtual)

    Headway - Design & DevelopmentTrenton, NJ, United States
    Full-time
    Licensed Marriage and Family Therapist (LMFT).Wage : Between $90-$127 an hour.Licensed Marriage and Family Therapist - Are you ready to launch or expand your private practice?.Headway is here to hel...Show moreLast updated: 30+ days ago
    • Promoted
    Asset and Wealth Management Domain Consultant

    Asset and Wealth Management Domain Consultant

    Diverse LynxEdison, NJ, US
    Full-time
    Asset And Wealth Management Domain Consultant.Travel : Yes - 40% Location : Edison, NJ preferred Full Time Role Must Have Skills : Thorough understanding across a broad spectrum of capital markets are...Show moreLast updated: 25 days ago
    • Promoted
    Director, Talent Development and Engagement

    Director, Talent Development and Engagement

    Zoetis, IncParsippany, NJ, United States
    Full-time
    The Director of Talent Development and Engagement is responsible for designing and implementing a comprehensive strategy to enhance the capabilities of teams, leaders, and individual contributors a...Show moreLast updated: 30+ days ago
    • Promoted
    Development & Alumni Engagement Associate

    Development & Alumni Engagement Associate

    InsideHigherEdBranchburg, New Jersey, United States
    Full-time
    Administrative and Professional.About Raritan Valley Community College : .New Jersey, Raritan Valley Community College has been serving as an academic and cultural center for Somerset and Hunterdon C...Show moreLast updated: 30+ days ago
    • Promoted
    Contracts Management Manager

    Contracts Management Manager

    eTeamSomerville, NJ, US
    Full-time
    Job Title : Contracts Management Manager.Location : Raritan / NJ / 08869.W2 all-inclusive without benefits.Hybrid : 3 days onsite, 2 days remote. Lead strategic sourcing initiatives and supplier relati...Show moreLast updated: 19 days ago
    • Promoted
    Career Consultant (Mid-Atlantic - Remote)

    Career Consultant (Mid-Atlantic - Remote)

    Lee Hecht HarrisonWoodcliff Lake, NJ, United States
    Remote
    Part-time
    The focus of the Career Consultant position is to provide individualized support and strategies for candidates in transition to help them identify career options and achieve a successful outcome.Th...Show moreLast updated: 4 days ago
    • Promoted
    Asset Management - Consultant

    Asset Management - Consultant

    CFGINew York, NY, US
    Full-time
    Consultant Asset Management Accounting Advisory.Our consultants work as part of a team with other CFGI professionals, Big 4 auditors, and client management on all facets of the engagements, includ...Show moreLast updated: 1 day ago
    • Promoted
    Commodity Manager

    Commodity Manager

    Terumo Medical CorporationSomerset, NJ, US
    Full-time
    The Commodity Manager I drives best practice into the Indirect Procurement categories in line with GBS objectives, active professional and industry benchmarking & awareness.This role will buy a...Show moreLast updated: 1 day ago
    • Promoted
    Asset Management Associate

    Asset Management Associate

    B&D HoldingsWarren, NJ, United States
    Full-time
    Asset Management Associate – Industrial, B&D Holdings.Mountain Boulevard, Suite 201, Warren, NJ (On-Site).B&D Holdings, a fast-growing national real estate investment and development firm, is expan...Show moreLast updated: 23 days ago