Wealth & Asset Management - Mutual Funds Senior Consultant

Company Description

Sia Partners is a next-generation consulting firm dedicated to creating state-of-the-art narratives for transformation and innovation and deploying them at scale. Our goal is to deliver superior value and tangible results to our clients as they navigate the digital revolution and achieve transformations which generate a positive impact. Our global footprint and expertise in more than 40 sectors and services allow us to enhance our clients’ businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy, and Data Science. 

Why Join The Sia Village?

Excellence | Entrepreneurship | Innovation | Teamwork | Care & Support | Employee Wellbeing

These are the six core values that guide all our actions. As an expression of our values, our Sia Village concept describes our commitment to fostering a sense of community within and among our offices. We believe that knowledge sharing is the key, not only to innovation, but to the growth and development of our people.

Your experience at Sia Partners will be enriched by a(n):  

• Entrepreneurial journey
• Career advocacy program that supports achieving professional development goals through guidance, and real-time feedback
• Continuous learning & development opportunities
• Diversity, equity, and inclusion programs with an ever-growing list of global affinity initiatives
• Annual seminar, an in-person value-add experience, that allows you to network with colleagues throughout North America

Job Description

Sia is seeking a quality senior resource in the area of Performance Management to assist in the calculations of Pre/Post-Tax performance of portfolios/composites and to interface with the technical teams from a business perspective.  

• Project Manage and/or support on a range of client delivery, as part of an on-site or remote project team
• Apply subject matter expertise from a domain, product, functional or technical perspective
• Conduct effective meetings
• Collaborate with internal and client project team members, and contribute to internal communications and readiness activity within the program team and with client groups
• Provide status reporting of progress, dependencies, issues, risks and overall program health
• Maintain program sites as a repository for all project information
• Contribute to the development of high-quality and timely deliverables
• Perform subject matter research and business analysis
• Assist in the coordination and development of client proposals
• Support practice, thought leadership, and people development

Qualifications

• Bachelor’s degree required preferably in Finance, Accounting, Management
• Previous management consulting experience required
• 3+ years’ experience working within the Financial Services Industry
• Performance Reporting Roadmap
• Extent Performance Reporting Capabilities
• Be a "specialized SME in performance measurement" and "supplement the Product area on a near-term basis".
• Assist in the development of Business Requirements, Controls, Policies & Procedures
• The resource would work "with mostly tech folks" and work on creating a "Performance Center of Excellence" and need a "business lens" day to day.
• Educate group "with experience in the performance reporting space".
• Assist team(s) in creating:  Scope of the Group, Business Requirements, a "robust" roadmap, and help with "in-process projects".
• This is a "tactical" and a "strategic" role to assist with project delivery, new capabilities, define the scope of new projects, buildout a capabilities roadmap.
• Agile PM methodology shop

Location:  Mostly remote with some visits to Boston or Smithfield "on occasion" but not required.

MUST sit in one of Sia's office locations to be considered for FTE opportunity. 

Additional Information

Compensation & Benefits 

• Salary + Annual Discretionary Bonus
• Healthcare coverage that includes medical, dental, vision and life insurance policies
• Generous time off 
• Parental leave paid at 100% of base pay for all new parents regardless of gender 
• Future Moms Program 
• 9 Company Holidays + 1 Floating Holiday 
• 401(k) matching
• College save-up plan & college loan repayment plan
• Monthly cell phone stipend 
• Commuter Benefits 
• Gym Reimbursement through firm medical plan

Our Commitment To Diversity

Diversity, equity, inclusion, and belonging (DEIB) are part of Sia Partners’ DNA. Thanks to our expertise in several sectors and our interna