Industry/Sector
Not Applicable
Specialism
Assurance
Management Level
Manager
Job Description & Summary
Role Summary
Seeking a Process Re‑engineering Consultant through its consulting partners to support operational diagnostics and process transformation across BX functions.
The role requires a consultant who can probe complex operational workflows, model end‑to‑end processes, identify inefficiencies and control gaps, and design scalable future‑state processes. The consultant will work closely with stakeholders across operations, fund administration, finance, risk, compliance, and technology.
Key Responsibilities
- Conduct process discovery and diagnostic assessments across BX functions.
- Lead stakeholder interviews and workshops to understand workflows, operational pain points, and control gaps.
- Develop end‑to‑end current‑state process maps using BPMN or equivalent modeling frameworks.
- Identify bottlenecks, manual touchpoints, operational risks, and inefficiencies within existing processes.
- Perform root cause analysis to determine drivers of operational issues.
- Design future‑state processes and operating model improvements that enhance scalability, governance, and efficiency.
- Identify opportunities for automation, digitization, and process standardization.
- Support operational transformation initiatives, including implementation planning and change management.
- Produce structured consulting deliverables including process maps, diagnostic reports, and executive presentations.
- Visualize and analyze how business processes interact with underlying systems and data flows, identifying integration points, system dependencies, and opportunities to improve process efficiency through better system alignment.
Required Experience
- 6+ years of experience in process improvement, operational transformation, or management consulting.
- Strong exposure to financial services operations (asset management, private equity, banking, or similar).
- Hands‑on experience with process mapping, operational diagnostics, and workflow redesign.
- Experience identifying process inefficiencies, operational risks, and control gaps in complex organizations.
- Familiarity with process modeling tools such as Visio, Signavio, ARIS, or Lucid chart.
Preferred Domain Exposure
Experience in one or more of the following areas:
- Alternate Investments
- Fund accounting / fund administration
- Trade lifecycle and settlements
- Portfolio reporting and analytics
- Client onboarding / KYC / AML
- Reconciliations and financial controls
- Regulatory and compliance processes
Primary Skills
- Business process discovery and operational diagnostics
- Process reengineering and workflow redesign
- Strong collaboration with business stakeholders and operations teams
- Process modeling and documentation (BPMN, SIPOC, value stream mapping)
- Root cause analysis and structured problem solving
- Stakeholder interviews, workshops, and facilitation
- Identification of process inefficiencies, bottlenecks, and control gaps
Secondary Skills
- Financial services knowledge (fund administration, trade lifecycle, etc.)
- Operational risk and control assessment
- Data analysis and performance metrics evaluation
- Identification of automation opportunities (RPA, workflow tools, STP)
- Change management and process adoption support
- Documentation of SOPs and process governance frameworks
- Transformation roadmap and operating model development
Preferred Qualifications
- Lean Six Sigma (Green Belt / Black Belt) or similar process improvement certification.
- Prior experience working in consulting engagements with financial institutions.
- Exposure to automation or digital initiatives (RPA, workflow tools, STP).
Travel Requirements
Not Specified
Job Posting End Date
