Senior Consultant – UK

About Citisoft

Citisoft is a specialist consulting firm dedicated exclusively to the asset and investment management industry. For over 20 years, we have partnered with leading asset managers, wealth managers, asset servicers, and technology providers to solve complex business, operational, data, and technology challenges. Our consultants work across a broad range of transformation initiatives, including investment operations, investment data, operating model design, platform implementations, front-to-back transformation, and business change programmes.

As we continue to grow our UK consulting practice, we are looking to speak with experienced consultants, business analysts, and industry professionals who are passionate about investment management and helping clients navigate change.

Role Overview

As a Senior Consultant, you will play a key role in supporting the delivery of client engagements across asset and investment management organisations. Working closely with clients and project teams, you will help analyse business challenges, gather requirements, facilitate stakeholder discussions, and support the successful delivery of transformation initiatives.

Our consultants are hands-on problem solvers who combine investment management expertise with strong analytical thinking and experience across investment operations, middle office, investment data, portfolio management, trade operations, investment accounting, performance measurement, fund administration, and technology-enabled transformation programmes.

Key Responsibilities

• Support the delivery of consulting engagements across business, operational, data, and technology initiatives.
• Gather, analyse, and document business and functional requirements.
• Facilitate stakeholder interviews, workshops, and working sessions.
• Analyse business processes, operating models, and technology environments to identify opportunities for improvement.
• Support the design and implementation of business, operational, data, and technology solutions.
• Produce high-quality client deliverables, process documentation, presentations, and recommendations.
• Support programme governance, project delivery, and PMO activities.
• Build collaborative relationships with client stakeholders across business, operations, data, and technology teams.
• Contribute to Citisoft's continued growth through knowledge sharing, practice development, and business development activities.

Skills & Experience

We're interested in candidates who bring:

• 8+ years' experience in asset or investment management consulting, industry roles, or delivery focused change programmes
• Experience within asset management, investment operations, asset servicing, or investment technology environments.
• Proven experience in:
  • Business analysis and requirements management
  • Solution design and delivery enablement
  • Working across business, operations, and technology teams
• Exposure to asset management platforms or service providers (e.g. OMS/EMS, IBOR/ABOR, custody, fund administration, data platforms) is highly desirable
• Confident engaging with senior stakeholders and operating in structured governance environments
• Strong written and verbal communication skills, with experience producing client‑ready deliverables

Relevant Experience

• Investment Operations & Middle Office
• Investment Data Management
• IBOR / ABOR
• Trade Order Management
• Investment Accounting & Performance Measurement
• Portfolio Management & Trade Operations
• Client Reporting & Fund Administration
• Data Management & Data Transformation
• State Street Alpha, Aladdin, Charles River, SimCorp, Eagle, or similar investment management platforms
• Private Markets, Digital Assets, or AI-enabled transformation initiatives

Why Citisoft?

At Citisoft, you'll have the opportunity to work exclusively within the investment management industry, partnering with leading firms on meaningful transformation programmes. We offer a collaborative and entrepreneurial environment, continuous professional development, and the chance to contribute directly to the firm's continued growth and success.

Most importantly, you'll be joining a team that values expertise, curiosity, teamwork, and long-term relationships, both with our clients and with each other.