Senior Financial Planning Expert

1 week ago


Irving, Texas, United States BIPello Full time
Why Join BIP.Monticello?

BIP.Monticello Consulting offers a dynamic and challenging work environment where you can develop your skills and build a world-class consulting toolkit. Our team is focused on delivering value for our financial services clients.

We seek full-time consultants who are business savvy and interested in joining an exceptional team of forward thinkers. Our Financial Services practice area has helped clients navigate uncertainty and drive innovation in capital markets and commercial banking for over 19 years.

Key Responsibilities:

  • Assess the current state, identify issues, and advise on strategic changes to improve business outcomes.
  • Develop and implement solutions to complex problems.
  • Work collaboratively with clients to understand their needs and deliver high-quality results.

Requirements:

  • 4+ years of Management Consulting or Project Management experience.
  • Four years of project experience in the financial services industry at a top-tier consulting firm, global investment bank, or Fortune 500 company.
  • Experience in Market Risk or Capital Markets Transformation.
  • Prior Banking/Capital Markets experience working on projects in the Front Office, Middle Office, Back Office.
  • Knowledge of trade lifecycle management and Equities, Fixed Income, and Derivatives products.
  • Regulatory Experience related to CCAR, CECL, and Basel/RWA would be beneficial.
  • Ability to thrive in a fast-paced client-focused environment where priorities and scope may change quickly.
  • Creative problem-solving ability and a collaborative consultancy mindset with a focus on exceptional quality in all deliverables.
  • Strong organizational and verbal/written communication skills.
  • A Bachelor's degree in Finance, Economics, Management, or a related business field (MBA or MA/MS degree is a plus).

Estimated Salary Range: $80,000-$120,000 based on location and experience.



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