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

CONSULTANT - INSURANCE INVESTMENT ACCOUNTING SPECIALIST

with Business Analyst, Technical, and Project Management skills

Requirements

  • Lead or support Insurance Investment Accounting implementations and workstream(s)
  • Experience with nuances of insurance investment accounting including cash processing, GAAP and statutory accounting, Schedule D reporting, and specific features of cash and fixed income instruments
  • Knowledge of insurance industry trends, including consolidation of companies and subsidiaries, regulatory changes impacting investments, and technology solutions
  • Implement and document changes to technology, business process, and operating models
  • Drive results and focus on deliverables
  • Analyze complex data sets to discover and solve for anomalous results
  • Improve and drive data quality
  • Develop and foster open communication across stakeholders
  • Willing and able to travel

Skills & Abilities

  • Coordinate with business and technical resources to develop an implementation plan
  • Implement and document changes to technology, business process, and operating models
  • Drive results and focus on deliverables
  • 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 Data Migration for Fund Accounting
  • Working knowledge of data required for accurate Investment Performance
  • 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

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CONSULTANT – FRONT OFFICE TECHNOLOGY SOLUTIONS SPECIALIST

with expertise in the following software platforms: Aladdin, Charles River, Bloomberg, FactSet, Latent Zero (Fidessa), Markit EDM

Requirements

  •  Analyze business requirements by validating logic, feasibility and testing assumptions; and make actionable for development
  • Analyze business requirements by validating logic, feasibility and testing assumptions; and make 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
  • Willing and able to travel

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 Job Opening Information

CONSULTANT – SIMCORP DIMENSION SPECIALIST

with Business Analyst and Project Management skills

Requirements

  • Lead or support SimCorp Dimension implementations and workstream(s)
  • Coordinate with business and technical resources to develop implementation plan
  • Implement and document changes to technology, business process, and operating models
  • Drive results and focus on deliverables
  • Analyze complex data sets to discover and solve for anomalous results
  • Improve and drive data quality
  • Develop and foster open communication across stakeholders
  • Willing and able to travel

Skills & Abilities

  • 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
  • Strong experience in strategic planning, business analysis, and project management
  • Held a combination of operational and technology roles

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 Data Migration for Fund Accounting
  • Working knowledge of data required for accurate
  • Investment Performance
  • 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 Job Opening Information

BUSINESS ANALYST

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
  • Willing and able to travel

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 Job Opening Information

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

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 Job Opening Information

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.

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