Senior Consultant - Capital Markets Operations and Technology
Our Enterprise Operations & Risk practice empowers leading Capital Markets institutions to growth and gain a decisive edge by optimizing the mission-critical operations that fuel their business. With a sharp focus on front office and middle office execution, we partner with clients to streamline trade lifecycle management, enhance client onboarding, transform pricing and risk analytics, and improve regulatory reporting.
Leveraging our deep domain expertise across trading, investment management, and risk functions, we help clients build resilient and agile operating models that accommodate rapid change, mitigate risk, and accelerate remediation. Our professionals deliver sustainable value across the organization, leverage emerging technology, impacting trading strategy, operational efficiency, regulatory compliance, performance, and market reputation. Join us to shape the future of capital markets operations where technology, talent, and transformation converge.
Work you'll do
Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which include the design and implementation of business strategies and product offerings, operating models or structural change management, technology and process transformations, or risk management services. The industry knowledge and experience which candidates bring will be critical to the success of our clients as the development of the team from an early stage, giving candidates real opportunities to build credibility with and add value to our clients.
As a Senior Consultant, you will have opportunities to:
Serve as primary client contact or workstream lead on complex projects, liaise with client counterparts, and actively participate in discussions on project management and work delivery needs
Lead the development of quality work products with throughout development lifecycle from initial conception to implementation
Serve as subject matter advisor on client projects, including providing recommendations to improve or transform processes to gain efficiencies or scale or reduce risk for our clients
Engage with industry participants on market trends, competitive activities, and topic-specific discussions impacting the industry, potentially including with clients, industry consortiums, or trade groups or committees
Lead internal business development initiatives and sales opportunities, including the creation of external-facing industry perspectives, lead generation materials, or sales proposals
Identify, evaluate, and prioritize business, operational, regulatory, and technology risks as well as risk mitigation strategies for our clients
Support and jointly own internal business initiatives, including the management of resources and project economics to meet business objectives with prescribed timeframes and within budgets
Understand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies
Qualifications
Candidates will have exceptional records of professional achievement, experience working in a relevant financial services industry sector, and a demonstrated capacity and enthusiasm for self-paced development. Candidates will be expected to motivate others, build constructive relationships with clients and colleagues, and work both independently and as part of a team. Successful candidates will demonstrate an aptitude for complex problem-solving and analytical skills and the ability to communicate complex ideas clearly and persuasively across a variety of strategic, operational, technological, and risk management matters.
Required Qualifications :
Bachelors Degree or higher
A minimum of 5+ years working in the financial services or consulting industry related to any of the following Financial Services/capital markets industries: investment banking, broker-dealer, prime brokerage, wealth management, or related technology service provider
Ability to travel up to 75%, on average, based on the work you do and the clients and industries/sectors you serve
Must be legally authorized to work in the United States without the need for employer sponsorship, now or in the future
Strong working knowledge of a range of financial services and / or securities-related business models, products, and services particular to the applicable industry
Track record of involvement in strategic, regulatory, risk-related, technological, or operational change initiatives within capital markets environments
Preferred qualifications
Candidates possessing one or more of the following qualifications is preferred:
Direct hands-on experience with order management, trade capture, matching/confirmation, clearing, settlement, reconciliation, corporate actions, margin/financing, and collateral management
In-depth understanding of financial services products; equities, fixed income, derivatives, FX, structured products, and alternative assets
Familiarity with upcoming requirements and emerging industry trends such as 24x5 trading, treasury clearing, CSDR, settlement acceleration, and other global mandates
Experience using, implementing, or supporting systems for trading, settlements, recordkeeping, compliance monitoring, regulatory reporting, risk or case management, operations, or data management
Direct experience with process design and mapping, workflow development, user acceptance testing, data mapping, migration, visualization/ analytics, system configuration and testing, status monitoring and issue resolution
Experience with risk management, controls design and oversight, compliance monitoring, and exception handling within capital markets operations
Experience aligning operational processes to broader business or product strategies, with understanding of market structure and emerging trends
Exposure to or previous work with major financial services regulators (e.g., SEC, FINRA, MSRB, FRB, OCC) or industry utilities (e.g., NSCC, Options Clearing Corporation)
Candidates joining our firm should possess an entrepreneurial drive, intellectual curiosity, creativity, and critical thinking in addition to the qualifications below:
Strong oral and written communication skills, including the ability to support or lead business proposal development and sales presentations
Strong relationship management skills, particularly the ability to build constructive and product working relationships with clients and among Deloitte practitioners
Strong project / program management skills, particularly possessing a strong work ethic, a commitment to excellence in work product delivery, and the ability to independently manage multiple prioritiesand deadlines
Advanced aptitude with Microsoft Office products, particularly Microsoft PowerPoint, Excel, and Visio
The Team
Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organization. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.
Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html
For individuals assigned and/or hired to work in New York state Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to New York state and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $124,950 to $218,600
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
