Join a powerhouse consulting team delivering unrivaled results
As a premier provider of advisory and implementation services to the mid- and large-markets of the investment management industry, Meradia seeks to attract a team of ambitious, competitive, and talented individuals committed to providing a differentiating level of service to Meradia and our clients.
Most importantly, we strive to maintain a culture where the firm and its people are measured by the results they achieve. As a result, Meradia is known for its accountability and its drive to deliver.
Meradia offers you the opportunity to showcase your expertise and develop professionally while enjoying the satisfaction of helping our clients achieve their goals.
Please submit the application at the bottom of the page for consideration for any of the following positions.
As a Principal for Meradia I’m able to leverage my years of experience to solve problems for clients while continuing to learn something new nearly every day. Meradia’s team of consultants is highly-talented and have a positive can-do attitude. When I’m faced with a challenge, my colleagues are quick to jump in and provide their valuable insight and technical expertise, so I stay on track successfully delivering for my clients.
Current Openings
Senior Performance Consultant
with Business Analyst, Technical, and Project Management skills
Requirements
- Provide guidance to the client through the successful development and integration of new systems and operational processes
- Analyze business requirements by gathering information, validating logic, feasibility and testing assumptions, and make them actionable for development
- Document existing operational procedures and define new processes based on update tools and/or data
- Provide clients with research and insight relating to software applications and technology, operations processing, reporting, and performance measurement
- Develop and maintain project plans, status memos, procedural and operational documentation
- Mentorship and direction of junior consultants on assigned projects
- Appetite to both lead efforts and to be a business analyst (testing, sql queries) and everything in between given the need for our consultants to be flexible
- Ability to travel – you will likely spend a significant amount of time onsite with our clients. This travel can be as much as 80% to 100% of a work week and may be international. In addition, you must have a valid driver’s license as many clients are not within range of public transportation.
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 needs including systems, data, integration, workflows, output, reports and the economic/operational impact of each
- Strong analytical and data testing skills
- Excellent interpersonal, verbal, and written communication skills
Knowledge & Experience
- Strong 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 strong understanding of institutional client reporting
- Strong knowledge of a broad range of investment management products including US and global equities, fixed income and derivative products
- Understanding of multi-currency portfolio accounting and fund administration platforms
- Experience preparing portfolio accounting data (IBOR/ABOR/etc) into performance measurement ready data
- 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 strongly preferred
- Experienced with tools like, FactSet, RIMES, BNYM/Eagle, SIMCORP, Confluence, SS&C products
Education
- Bachelor’s degree or equivalent experience specializing in Economics, Finance, Accounting, and/or Management
- 8+ years of relevant experience in the financial industry
- Prior experience in investment management and/or consulting within the industry
Senior Consultant
Requirements
- Analyze business requirements by validating logic, feasibility and testing assumptions, and make them actionable for development
- Provide functional guidance to the client through the successful development and integration of new systems
- Provide clients with research and insight relating to software applications and technology, operations processing, reporting, and performance measurement
- Develop and maintain project plans, status memos, procedural and operational documentation
- Ability to travel – you will likely spend a significant amount of time onsite with our clients. This travel can be as much as 80% to 100% of a work week and may be international. In addition, you must have a valid driver’s license as many clients are not within range of public transportation.
Skills & Abilities
- Experience designing, developing and implementing technology solutions in the investment services industry
- Experience working in or managing systems implementation and development projects that impact multiple departments
- 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 needs including systems, data, integration, workflows, output, and the economic impact of each
- Strong analytical and business skills
- Excellent interpersonal, verbal, and written communication skills
Knowledge & Experience
- Strong 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 strong understanding of institutional client reporting
- Strong knowledge of a broad range of investment management products including US and global equities, fixed income and derivative products
- Understanding of multi-currency portfolio accounting
- Experience writing business requirements, functional requirements and test plans
- Basic knowledge of SQL preferred
- MBA, CFA charter holder or candidate, CIPM designee, or candidate strongly preferred
Education
- Bachelor’s degree or equivalent experience specializing in Economics, Finance, Accounting, and/or Management
- 5+ years of relevant experience in the financial industry
- Prior experience in investment management and/or consulting
BUSINESS development/SALES SPECIALIST
Requirements
- Cultivate new, trusted relationships across all relevant organizations within a given client or prospective client
- Lead opportunities by incorporating proven sales methods with industry leading subject matter content
- Develop and execute strategic account plans aligned to company goals and targets
- Develop and maintain a robust pipeline of qualified opportunities
- Provide regular, succinct and transparent communication of ongoing business development activity
- Assist in creating new verticals including sales materials and ‘go to market’ strategies
- Ability to travel – you will likely spend a significant amount of time onsite with our clients. In addition, you must have a valid driver’s license as many clients are not within range of public transportation.
Skills & Abilities
- Must have a minimum of three years of active business development experience in the investment management industry
- Must have a minimum of five years of consulting service and/or institutional selling in the investment management industry
- A proven track record of originating and winning new opportunities, as well as cultivating existing client relationships
- Ideal candidates will have detailed knowledge of the investment management industry, including common terms, operational functions, strategic trends and software vendors applications typically seen across our client-base
- Demonstrates the ability to understand the complex concepts and problems unique to buy-side asset management organizations
- Exceptional interpersonal, verbal, and written communication skills
- A collaborative, positive and engaging work style that will effectively interface with an experienced and diverse consulting team
Meradia OFFERs
- The opportunity to develop and expand upon your existing skillset
- The opportunity to build lasting relationships with industry-leading professionals
- The opportunity to grow with a firm
- Excellent benefits including an employer-provided saving plan with contribution matching
Download Business Development-Sales Specialist Job Description
Visual Storyteller
Duties and RESPONSIBILITIES
The Visual Storyteller will work directly with Meradia’s executive management team to develop powerful and engaging presentations. This individual will bring complex ideas to life by digesting technical messages and translating these concepts for both internal and external audiences.
Requirements
- Support Meradia’s Managing Directors by conceptualizing their ideas and designing presentations for clients, prospects and, on occasion, internal constituents
- Amplify the impact of our presentations through vibrant graphics, well-organized slide decks and streamlined content
- Articulate messaging in a way that’s designed to drive organizational change, and serve as a “shareable” document at client organizations
- Enable the executive team to visually “land” their next project update, work milestone, sales pitch, etc.
- Collaborate with the marketing team to maintain company-wide presentation design standards and templates
Skills & Abilities
- Work fluently in PowerPoint, with familiarity in Adobe Creative Suite
- Quickly interpret complex messages
- Advance multiple projects simultaneously
- Detail-oriented
Knowledge & Experience
- Executive collaboration and presentation design
- Graphic design experience preferred, but not required
- Financial services or management consulting experience
- Knowledge of investment operations
- Bachelor’s degree or equivalent experience
- 5+ years of relevant experience
Meradia offers
- Competitive compensation
- Excellent benefits, including health, vision, dental and an employer-provided savings plan with contribution matching
- The opportunity to develop and expand on your existing skillset
- The opportunity to join a growing team of industry-leading professionals
- Routine exposure to new projects, challenges and concepts
I’m proud to be part of the Meradia team! The company’s reputation within the industry is very positive. The consultants are talented – they consistently leave a lasting impression and deliver stellar solutions to clients that result in reengagements. There are open lines of communication between all levels of the organization, which empower me to both make individual contributions, and to leverage others’ experience to expand my own knowledge.