Job Description

Meradia – Consultant

This is a hybrid position. The ideal candidate is based in the Greater Philadelphia, Boston, or New York City area and is open to partial commuting and occasional travel for work.

Meradia has been a trusted partner in the investment management industry since 1997, offering strategic advisory and implementation services that blend technical expertise with a dedication to client success. Our mission is to help clients navigate complex challenges, streamline operations, and achieve their goals.

We seek ambitious, talented individuals who are passionate about delivering exceptional results. Our consultants collaborate with a diverse range of clients to create impactful solutions. The ideal candidate is a proactive self-starter with strong communication skills, attention to detail, and a proven background in the financial sector.

At Meradia, we prioritize and invest in our employees' growth and offer competitive compensation, comprehensive benefits, and continuous professional development opportunities, including mentorship and industry events. If you seek a fulfilling career in consulting, we encourage you to apply to join our team!

guidance and strategic insights to clients through the successful development and integration of new systems and operational processes

SKILLS & ABILITIES

• Strategic thinking; transformations are difficult and the ideal candidate will help our clients navigate them successfully
• Experience designing, developing and implementing technology solutions in the investment services industry
• Experience managing systems implementation and development projects that impact multiple departments and redefine operational processes
• Proven record of analyzing business processes and developing practical solutions that drive efficiency, improve client service, and reduce risk
• Ability to assess and document business requirements including systems, data, integration, workflows, output, reports and the economic/operational impact of each
• Analytical and data testing skills with tools like Excel, PowerBI, Alteryx, and/or Tablaeu
• Excellent interpersonal, verbal, and written communication skills

KNOWLEDGE & EXPERIENCE

• Functional, technical, and operational expertise of the investment management industry
• Fundamental knowledge of front, middle and back-office operations in investment management organizations, with a understanding of institutional client reporting
• Knowledge of a broad range of investment management products including US and global equities, fixed-income and derivative products, private credit, hedge funds, and commercial real estate
• Understanding of multi-currency portfolio accounting and fund administration platforms
• Deep experience in back and middle-office operations, ideally performance measurement, portfolio analytics and/or benchmark relative attribution analysis
• Basic knowledge of data query tools and SQL preferred
• MBA, CFA charter holder or candidate, CIPM or CAIA designee, or candidate preferred
• Experienced with tools like SimCorp Dimension, Aladdin, FactSet, Charles River, BNY/Eagle, and others
• Knowledge of cloud services & data modeling principles (nice-to-have)

EDUCATION

• Bachelor's degree or equivalent experience specializing in Computer Science, Information Systems, Engineering, Economics, Finance, Accounting, and/or Management
• 5+ years of relevant experience in the financial industry
• Prior experience in investment management and/or consulting within the industry (preferred)
• Prior experience in Performance, Data or Trading investment operations (preferred)