Discover Working For Meradia

Life At Meradia

As a premier provider of advisory and implementation services to mid- and large-market investment management, Meradia seeks to attract a team of ambitious, competitive, and talented individuals committed to providing a differentiated level of service to Meradia and our clients. In these roles, you will have the opportunity to work with a diverse range of clients and collaborate with other professionals to deliver the best possible results.

Our ideal candidate is a self-starter with excellent communication skills, attention to detail, and a strong track record of success in the financial industry.

We understand that our employees are our greatest assets, and we are committed to providing them with a rewarding career experience. In addition to a competitive salary, we offer a comprehensive benefits package that includes health insurance, a retirement savings plan, and paid time off. Our consultants have access to ongoing training and development opportunities, including attending industry conferences and seminars and opportunities for mentorship and coaching.

Meradia is dedicated to creating a culture of collaboration, innovation, and excellence. If you’re looking for a challenging and rewarding career in the financial industry, we encourage you to apply below to join our team of consultants.

Our Available Roles

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

Download Senior Performance Consultant Job Description

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

Download Senior Consultant Job Description

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

Apply Now

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