Consultant - Capital Markets Post-Trade Operations
Core
Consultant supporting broker-dealer clients in transforming capital markets post-trade operations, focusing on trade lifecycle optimization, operating model design, and automation.
Role type
Senior IC management consultant (capital markets post-trade)
Builds
Target operating models, process flow designs, and automated solutions for trade settlement and reconciliation
Domain
Financial Services / Capital Markets / Post-Trade Operations
Deliverable
product features
Required skills
Trade lifecycle knowledge (order management, clearing, DVP settlement, reconciliation), Operating model design, Stakeholder engagement, Project leadership, Business development, Regulatory knowledge, Data analysis, Project management
Preferred skills
Experience with DTCC, SWIFT, ISO 20022, AI-driven automation, Tokenization
Technologies
JIRA, Confluence, Microsoft Office Suite (Excel, PowerPoint, Project, Visio)
Responsibilities
Evaluate front-to-back trade flows to identify transformation opportunities; Design current and future-state process flows and Target Operating Models; Liaise with technology teams to develop automated solutions; Conduct structured interviews and synthesize findings into recommendations; Manage assessment workstreams and coach junior team members; Contribute to proposals and thought leadership content
Seniority
Mid-level IC (2-4 years experience)