Overview In this role you will assess and prioritize risks across middle and back office operations, supporting practical mitigation strategies. You will help oversee critical investment management functions and strengthen governance with clients and third parties. You will explore how automation and AI can improve controls, data quality, and resilience in operations. You will contribute to client deliverables such as operating models, KRIs, SLAs, and documentation, while engaging with industry trends and vendor capabilities. This position offers impact at scale within Deloitte's enterprise operations practice, shaping risk and operational excellence for financial services clients.
Responsibilities- Identify, evaluate, and prioritize risks across business, operational, regulatory, and technology areas in middle/back office functions
- Support oversight of trade lifecycle controls, trade capture, confirmations, settlement, reconciliations, collateral and margin processes, corporate actions, pricing, and fee calculations
- Assist in strengthening operational governance, including service management, escalation paths, control ownership, issue management, and management reporting
- Assess impact of technology trends and automation on controls, data quality, and process resilience
- Develop client deliverables such as operating model assessments, current/future-state process maps, KRIs, SLAs/OLAs, vendor oversight artifacts, and procedure documentation
- Engage with industry participants on operating model trends, outsourcing/insourcing considerations, vendor capabilities, and market practices
Key requirements- Bachelor's degree in a related field
- 3+ years of experience in financial services or consulting with exposure to investment management operations
- Knowledge of asset management, wealth management, hedge funds, private equity, and/or operational risk and controls in investment management
- Understanding of middle/back office functions (trade operations, post-trade processing, accounting, reconciliations, collateral, pricing, reporting)
- Experience with investment management systems and tools (OMS, EMS, portfolio management, accounting platforms, reconciliation tools, data warehouses, performance reporting)
- Experience with oversight and control frameworks (SLAs/OLAs, KPIs/KRIs, risk events, remediation, third-party/vendor oversight, SOC artifacts)
- Strong project/program management skills and ability to manage multiple priorities
- Strong oral and written communication skills and ability to support or lead proposals
- Legal authorization to work in the United States without sponsorship
- Ability to travel up to 75%
- Independent work habits
- Clear written and verbal communication
- Attention to detail and quality of work
- Order Management Systems (OMS)
- Execution Management Systems (EMS)
- Portfolio management tools
