Financial Consultant

Job Description

Bip.Monticello Consulting, a high-end management consulting firm specializing in the global financial services industry, is seeking an Associate Consultant to join our team. At Bip.Monticello, we utilize an entrepreneurial and collaborative approach to drive not only the success of the company, but the success of our employees as they reach new career milestones as well. As a Management Consultant at Bip.Monticello, you will be challenged to utilize your analytical problem solving, leadership, and communication skills in new ways as you lead teams through various strategic initiatives for our clients.

Our team will collaborate on strategic business and technology programs by partnering with the development, infrastructure, line of business experts, and project teams. Our team is responsible for project delivery by establishing project milestones and governance structures throughout the project lifecycle: initiating, planning, executing, controlling, and closing.

The Work You Will Do at Bip.Monticello:

The consultant will work closely with client management and other Bip.Monticello team members to ensure the project is set up and run according to best-practice standards. Key to this role will be the consultant’s problem-solving skills, communication, attention to detail, and analysis abilities, along with ensuring our deliverables meet the client’s expectations and are delivered 100% on time.

Required Skills, Experience, & Responsibilities:

4+ years working with projects in the Financial Services/Banking space.
4+ years of project experience in the financial services industry at a top-tier consulting firm (e.g., Accenture, Deloitte, KPMG, EY, Sapient, etc.), global investment bank, or Fortune 500 company would be preferred.
Prior Capital Markets/Banking experience working on business analysis and/or projects across various departments including Operations, Finance, Legal, Compliance, IT, etc.
Develop project status updates/reports and communicate to project stakeholders.
Prior Capital markets experience working on projects in the Front Office, Middle Office, Back Office.
Background working on Audit or Regulatory processes, findings, and/or remediation (MRA, MRIA) work is a plus.
Prior experience supporting Quality Assurance (QA) reviews and/or test planning, writing test scripts, UAT testing, etc. would be a plus.
Schedule regular working group meetings and record decisions (e.g., assigned tasks and next steps).
General understanding of the different project methodologies: Agile Project Methodology, Six Sigma, or Software Development Life Cycle.
Intermediate Data & Presentation Skills working with Excel & PowerPoint.
Bachelor’s Degree in Finance, Management, Business, Computer Science, or Computer Engineering preferred.

We are looking for leaders that will effectively drive the future success of both our firm and our clients as we continue up the steep trajectory of Bip.Monticello’s growth story. The firm has been growing over 25% per annum and with new practice areas and service offerings being rolled out over the next three years, we expect the growth and career opportunities for our managers to be equally exciting. Bip.Monticello provides a competitive salary, health and dental & vision insurance, a 401K plan with match, along with paid time off benefits.

It is Bip.Monticello Consulting policy to provide equal employment opportunities to all individuals based on job-related qualifications and ability to perform a job, without regard to age, gender, gender identity, sexual orientation, race, color, religion, creed, national origin, disability, genetic information, veteran status, citizenship or marital status, and to maintain a non-discriminatory environment free from intimidation, harassment or bias based upon these grounds.

BIP.Monticello provides a reasonable range of compensation for our roles. Actual compensation is influenced by a wide array of factors including but not limited to skill set, education, level of experience, and knowledge.