5-7 years of consulting experience in financial services or related fields.
Expertise in financial analysis, data validation, and statistical analysis.
Familiarity with current AI models such as ChatGPT or similar technologies.
Ability to convey complex concepts to non-technical stakeholders.
Experience managing and mentoring junior team members.
Strong organizational skills and commitment to providing quality work.
Knowledge of blockchain or cryptocurrency is a plus.
Responsibilities
Conduct business process reviews across financial and operational functions.
Develop roadmaps to improve operations and compliance.
Support clients with technology enablement and optimization.
Perform financial reviews, including data validation and quality control.
Design and execute financial analyses and modeling.
Prepare and present deliverables to senior stakeholders.
Mentor junior staff to ensure quality across workstreams.
Conduct industry research to support business development.
Benefits
Opportunities for professional growth and continuous learning.
Exposure to a diverse range of financial services clients.
Collaborative environment with cross-functional teams.
Access to advanced AI and machine learning technologies.
Commitment to a culture of innovation and initiative.
Supportive atmosphere encouraging initiative and leadership.
Full Job Description
The Managing or Senior Managing Consultant will support and oversee engagement workstreams across a range of financial, operational, and regulatory matters. The role requires strong analytical capability, structured problem-solving, and the ability to communicate effectively with both internal teams and client stakeholders. Candidates should demonstrate initiative, professionalism, and the ability to contribute to a fast-paced advisory environment.
Responsibilities
Conduct business process reviews and current-state assessments across financial and operational functions.
Develop structured roadmaps to enhance operations, compliance, controls, and risk management.
Support clients with technology enablement, workflow optimization, and dashboard/reporting development.
Perform financial and accounting reviews, including data validation, reconciliation, and quality control.
Design and execute statistical and financial analyses, including modeling of financial data and markets.
Prepare, refine, and present client-ready deliverables to senior stakeholders.
Manage and mentor junior staff, ensuring quality and consistency across workstreams.
Conduct industry research and contribute to business development and practice growth.
Maintain and strengthen client relationships through consistent communication and high-quality work.
AI, LLM, and Emerging Technology Capabilities
The practice is expanding its advisory offerings to incorporate AI-enabled solutions. Candidates with experience in the following areas will be strongly considered:
Hands-on experience with AI models such as Claude, ChatGPT, Gemini, or comparable tools.
Experience working with proprietary large language models (LLMs) or contributing to the development of custom models.
Has built industry solutions that have been leveraged throughout firm or sold to clients.
Ability to translate complex AI/ML concepts into clear, accessible explanations for non-technical audiences.
Interest in identifying opportunities to integrate AI into financial operations, risk processes, or client deliverables.
Willingness to take ownership of new initiatives, pilots, and innovation-focused workstreams.
Additional Qualifications
Several years of experience with AI models including Claude, ChatGPT, and Gemini.
Experience working with proprietary LLMS or has built one.
Good at explaining complex concepts in ways their audience can understand.
Strong work ethic and willing to take the lead on new initiatives.
Financial services and blockchain/crypto experience a plus Strong presentation skills and the ability to communicate effectively with senior executives..
Demonstrated ability to simplify complex concepts for diverse audiences.
Strong work ethic, ownership mindset, and willingness to lead initiatives.
Experience in financial services, blockchain, or cryptocurrency is considered a plus.
High degrees of integrity, discretion, and commitment to quality.
Ability to work independently and collaboratively within multidisciplinary teams.
Strong organizational skills and attention to detail.
Commitment to continuous learning and professional development.
