At a Glance
- Tasks: Lead transformative projects in investment operations and enhance client engagement.
- Company: Join Citisoft, a specialist consultancy in asset and investment management.
- Benefits: Enjoy competitive salary, revenue share, 25 days leave, and a supportive work culture.
- Other info: Collaborative environment with opportunities for continuous learning and career growth.
- Why this job: Make a real impact in the investment sector while developing your consulting skills.
- Qualifications: 8-12 years in asset management consulting with strong business analysis skills.
The predicted salary is between 50000 - 70000 € per year.
About Citisoft
Citisoft is a specialist consultancy focused exclusively on the asset and investment management industry. We partner with leading buy‑side firms, asset servicers, and technology providers to deliver pragmatic, execution‑led change across operating models, platforms, data, and processes. Our consultants are trusted advisors with deep domain expertise, operating at the intersection of business, operations, and technology. We pride ourselves on hands‑on delivery, senior client engagement, and practical outcomes.
The Role
We are looking for a Senior Consultant with an Operations specialism to support complex client engagements across investment operations, platform change, and operating model transformation. This role is firmly rooted in change and transformation delivery and is suited to candidates with hands‑on experience working on programmes or projects that deliver operational, platform, or organisational change. It blends consulting delivery, business analysis, and solution design, and is ideal for individuals who enjoy working closely with clients to define requirements, shape solutions, and support successful implementation within demanding asset and wealth management environments.
Key Responsibilities
- Client Delivery & Consulting
- Deliver consulting engagements across asset and wealth management operations, supporting change and transformation initiatives across the operating model, processes, controls, and platforms.
- Contribute to project‑based delivery across the end‑to‑end operations lifecycle, including:
- Transaction processing and operational workflows
- Reconciliations, pricing, valuations, and exception management
- Post‑trade, risk, and control environments
- Outsourcing arrangements and third‑party service provider oversight
- Support the design and delivery of:
- Target operating models (TOMs)
- Process improvements and control frameworks
- Investment operations and platform‑led transformation initiatives
- Act as a day‑to‑day client contact, building credibility with Operations, Technology, and Investment stakeholders.
- Business Analysis & Solution Design
- Own requirements gathering and documentation for complex initiatives, including:
- Business Requirements Documents (BRDs)
- Functional and solution design artefacts
- Impact assessments for change and enhancement requests
- Translate business and operational needs into implementable solutions.
- Support client walkthroughs, clarification sessions, and solution validation throughout implementation.
- Practice Development
- Contribute to the development and evolution of Citisoft's practice areas, including investment, data, operations and distribution.
- Share expertise through internal knowledge‑sharing, including templates and lessons learned from client engagements.
- Participate in internal forums, working groups, and initiatives that strengthen delivery quality and consistency across the business.
- Support continuous improvement of methodologies, standards, and ways of working.
Required Experience
- 8‑12+ years' experience in asset or investment management consulting, industry roles, or delivery‑focused change programmes.
- Strong understanding of middle‑office operations within asset/wealth management.
- 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.
What We Offer
At Citisoft, we believe in sharing the value we create together. Our people are central to our growth, and we recognise that contribution through a competitive and well‑rounded reward and benefits offering, including:
- Competitive base salary
- Revenue share and discretionary bonus
- 25 days' annual leave plus UK
Senior Consultant- Investment Operations (London, UK) employer: Citisoft PLC
Citisoft is an exceptional employer that fosters a collaborative and innovative work culture, where consultants are empowered to drive meaningful change in the asset and investment management industry. Located in London, we offer competitive salaries, generous annual leave, and a commitment to employee growth through continuous learning and knowledge sharing. Our focus on hands-on delivery and senior client engagement ensures that every team member plays a vital role in shaping solutions and achieving practical outcomes for our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Consultant- Investment Operations (London, UK)
✨Tip Number 1
Network like a pro! Reach out to your connections in the asset and investment management industry. Attend events, webinars, or even casual meet-ups to get your name out there. You never know who might have a lead on that Senior Consultant role!
✨Tip Number 2
Prepare for those interviews by researching Citisoft and their projects. Understand their approach to change and transformation delivery. This will help you tailor your answers and show them you're genuinely interested in what they do.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors. Focus on articulating your experience in business analysis and solution design, as these are key for the role. The more comfortable you are, the better you'll perform!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're proactive and serious about joining the Citisoft team. Let's get you that Senior Consultant position!
We think you need these skills to ace Senior Consultant- Investment Operations (London, UK)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Senior Consultant in Investment Operations. Highlight your experience in asset management and any hands-on projects you've led that align with the job description.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about consulting in investment operations and how your skills can help drive change at Citisoft. Be specific about your achievements!
Showcase Your Communication Skills:Since strong written communication is key for this role, ensure your application is clear, concise, and free of jargon. We want to see how you can produce client-ready deliverables right from the start!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Citisoft PLC
✨Know Your Stuff
Make sure you brush up on your knowledge of asset and investment management. Understand the key concepts, especially around middle-office operations and platform changes. This will help you speak confidently about how your experience aligns with the role.
✨Showcase Your Experience
Prepare specific examples from your past roles that demonstrate your hands-on experience in delivering operational change. Be ready to discuss how you've contributed to project-based delivery and what outcomes you achieved.
✨Engage with Stakeholders
Since this role involves working closely with clients and senior stakeholders, practice articulating how you've successfully engaged with them in the past. Highlight your communication skills and how you’ve built credibility in previous roles.
✨Ask Insightful Questions
Prepare thoughtful questions about Citisoft’s approach to consulting and their current projects. This shows your genuine interest in the company and helps you understand how you can contribute to their success.
