Senior Consultant - Portfolio Monitoring

About Lionpoint

Lionpoint, a part of Alpha Group, is a fast-growing global consulting firm, focused on leading digital and operational transformation projects for the alternative investment industry (consisting of private equity, real estate, private debt, credit, and infrastructure). We are known for our expertise, innovation, and commitment to delivering exceptional value to our clients.

Our people work side by side with our clients to help them identify, address, and resolve the key operational and technology challenges within alternative investments and financial services firms. We often find that some of the best innovation comes from within and our role is to help empower client teams to drive the change that is required. Collaborating and supporting our clients are the key attributes we look for in our consultants as well as professionals who have experienced the challenges and enabling technologies firsthand.

The Opportunity

The Portfolio Monitoring practice line is one of the fastest growing area’s at Lionpoint due to our firms unique ability to infuse technology, automations and various control’s around a process that is notoriously manual and inefficient. As a Portfolio Monitoring Technology Specialist, you will play a pivotal role in implementing and optimizing cutting-edge technology solutions for portfolio monitoring and analysis. You will collaborate closely with cross-functional teams to understand business requirements, configure software platforms, and ensure seamless integration with existing systems. Your expertise will drive efficiency, enhance data accuracy, and empower our clients to make informed investment decisions. In return, you can expect leading-class learning and development tailored to your unique interests and motivations. You'll be given the skills, knowledge, and opportunities to progress in your career with compelling and challenging engagements.

Through that journey it will be important for you to build strong client relationships of trust and domain experience. As you build knowledge and experience, you'll become a credible advisor to junior consultants within the organization, as well as your clients, helping them accelerate the delivery of products and services to their users. As Lionpoint continues its growth to a leader in Private Markets Technology, your ability to stay at the forefront of innovative solutions will be critical.

Responsibilities

You will be a part of a team participating in the entire lifecycle of designing and implementing best-practice Portfolio Monitoring Operating Models & Technology. In this capacity your responsibilities will include:

• Operating Model Design including current state / future state analysis, strategic design, initiative prioritization, sequencing, road mapping and a phased approach to delivery
• Implementation of portfolio monitoring technology solutions.
• Collaboration with stakeholders to understand business needs and translate requirements into technical specifications.
• Conducting thorough analysis of existing processes to identify opportunities for improvement and automation.
• Providing training and support to end-users, ensuring proficient utilization of technology platforms.
• Monitoring system performance, troubleshoot issues, and implement enhancements to optimize functionality.
• Staying abreast of industry trends and best practices in portfolio monitoring technology.

Qualifications and Skills

• 3-5 years of experience in management consulting, technology or operating in the Private Markets Investment Industry
• Proven experience in implementing portfolio monitoring technology on the client or vendor side
• Experience with Portfolio Monitoring technology project execution and guiding clients through complex technology transformation initiatives
• Strong understanding of investment products, asset classes, and portfolio management principles.
• Experience with data analysis tools (e.g., Excel, Tableau, Power BI).
• Experience defining, communicating and tracking metrics for success (OKRs and KPIs)
• Strong communication skills with the ability to create a compelling story from data analysis
• Ambitious and entrepreneurial in nature with the desire to grow in a collaborative environment
• Experience in data analysis, financial analysis constructing analytical models based on historical and projected data.
• Detail-oriented mindset with a passion for problem-solving and continuous improvement

Compensation and Benefits

• Learning and development: Vast opportunities to self-development, unlimited access to LinkedIn Learning
• Flexible working: Work-life balance with flexible schedule
• Community events: We offer a range of social events and meetups
• 25 days’ holiday in addition to public holidays
• Supplemented medical, dental and vision coverage
• 401(k) with employer match
• Wellness initiatives to promote healthy working, including a gym reimbursement for those enrolled in our medical plans and an allowance for remote working technology
• Access to discounted travel, tickets, events, and more through our benefit partner

There are a wide range of factors that are considered in making compensation decisions including but not limited to - skill sets, experience and training, and licensure and certifications. A reasonable estimate of the salary range is $77,000 to $130,000 subject to change based on salary benchmarking. In addition to this salary, candidates will be eligible for a variable bonus.