Firm Service: Enterprise Risk Services

Type of Position: Full-time

Job Description
Deloitte LLP Overview:
Deloitte LLP is the U.S. member firm of Deloitte Touche Tohmatsu and services are provided by its subsidiaries, including Deloitte & Touche LLP, Deloitte Consulting LLP, Deloitte Financial Advisory Services LLP and Deloitte Tax LLP. Deloitte LLP's subsidiaries are among the nation's leading professional services firms, providing audit, tax, consulting, and financial advisory services through nearly 30,000 people in more than 80 cities. Known as employers of choice for innovative human resources programs, we are dedicated to helping their clients and people excel.

About the Practice:
Our Capital Markets Technology Services practice is a global leader in helping clients improve their strategy and capacity for managing the risks associated with the global marketplace.  The practice specializes in all areas of investment accounting and operations, trading, risk management and infrastructure across global broker/dealers , asset manager, hedge funds, fund administrators, investment banking, insurance, private equity, mutual fund and energy organizations.  Our cross-functional team includes more than 700 practitioners who have served as C-Suite executives, technology managers, risk managers, traders, investment managers, compliance officers, credit managers, regulators, middle-office specialists, operations managers and technology specialists at top-tier industry and consulting organizations.
 
As a key member of the practice, you will leverage your financial services industry specialization by serving as a senior manager on client engagements and proposals.  You will be involved in leading efforts to identify issues, develop strategy, conduct analysis and design technology, process and operations infrastructure including selecting appropriate systems and working with senior management to respond to industry developments and new products.  You will also play a role in keeping the practice and clients informed about industry trends, new solutions and technology and their application to our client's issues.
Capital Market Technology Services ("CMTS") Core

Competencies:
CMTS seeks candidates with exceptional records of managerial or professional achievement who demonstrate the capacity for constant development.  Candidates should have the ability to motivate others, communicate complex ideas clearly, win the respect of clients and colleagues, and work both independently and as part of a team.  Equally important are:
·         Analytical and problem solving skills combined with exceptional business acumen
·         Complex problem solving abilities across operational, organizational and strategic matters
·         Strong communication (both written and verbal), organization and interpersonal skills
·         Proficiency in Microsoft Office products, including Excel, Word, PowerPoint, Visio, Access and Project
·         Aptitude for sales and marketing support to lead proposal efforts and secure business advisory and technology consulting engagements
Core Competencies:
·         Broker dealer technology and/or operations management experience;  specialization could include: financial advisory,  tax accounting, prime broker or 'back office' operations experience
·         A strong fundamental understanding of brokerage, tax lot accounting, client reporting for a broker dealer, separately managed accounts
·         Familiarity with the trading, clearning, operations, documentation, settlement and reporting processes at a sell-side firm or bank
·         Undergraduate degree in a Business, Accounting, Finance, Mathematics, Computer Science or  Liberal Arts discipline
·         Strong communications capability and experience designing and developing presentations and proposals
·         Consulting or technology solutions sales experience preferred
·         Masters degree in Business, Finance, or Computer Science preferred
The ideal candidate will have at least 10 years of industry, vendor or consulting experience in a broker/dealer, investment bank or prime brokerage firm, or other financial services organization with a clear record of expertise, accomplishment and impact.  Candidate profile should include:
·         Extensive knowledge of investment products, brokerage, managed account operations & processing. Working knowledge of stock record, stock loan, collateral management and industry regulations
·         Familiarity with a project management framework
·         Familiarity with systems such as:  Thomson's Beta, Pershing, ADP and other broker/dealer processing systems
·         General knowledge of the vendor and utilities landscape for the broker/dealer market
·         Strong communication skills and the ability to build relationships with clients
·         A proven ability to manage and motivate a diverse team of resources and complete projects on time and within budget
·         A desire to continuously update skills and understanding of industry requirements and challenges and share that knowledge with both senior and junior colleagues
·         The ability to support or lead the proposal development and presentation process
·         PMP, CPA, CFA, or other similar certifications preferred (additional relevant certifications are encouraged)