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About the Role
Lead Capital Markets transformation initiatives across front, middle, and back-office functions, focusing on trade lifecycle management, settlements, collateral, and regulatory operations. Assess current workflows, develop future-state operating models, and partner with technology teams to modernize platforms. Strengthen data flow and operational controls, translate complex data into actionable insights, and identify workflow optimization opportunities. Lead end-to-end project delivery, build stakeholder relationships, exercise independent decision-making, and identify business development opportunities. Recruit, train, mentor, and develop team members.
Responsibilities
- Lead Capital Markets transformation initiatives across front, middle, and back-office functions, with emphasis on: Trade lifecycle management, Trade capture, verification, and confirmation, Settlements and clearing, Collateral, margin, and treasury operations, Client onboarding, Regulatory operations
- Assess current-state operational workflows to identify process weaknesses, control gaps, and opportunities for redesign or automation.
- Develop future-state operating models and transformation roadmaps aligned to industry best practices, regulatory expectations, and evolving market infrastructure.
- Partner with technology teams to modernize key platforms supporting trading, market operations, and support functions (e.g., trade processing, settlements, data platforms).
- Strengthen data flow and operational controls, improving data quality, exception management, and reporting across the trade lifecycle.
- Translate complex operational data into actionable insights, creating interactive dashboards and visualizations (e.g., Power BI) to surface trends, root causes, and performance metrics.
- Identify workflow optimization and automation opportunities, including process digitization, workflow tools, RPA, and operational risk/control enhancements.
- Lead end-to-end project delivery, including scoping, resourcing, budgeting, issue/risk management, and execution of deliverables.
- Build and maintain strong relationships with client stakeholders, ensuring alignment, transparency, and delivery excellence.
- Exercise independent decision-making across engagements—strategy, risk identification, issue resolution, and quality assurance.
- Proactively identify business development opportunities and support client pursuit efforts to expand market presence.
- Recruit, train, mentor, and develop high-performing team members
Requirements
- Bachelor’s degree
- 8+ years of professional experience, including experience within a consulting or advisory environment focused on capital markets transformation, market operations, or trade lifecycle processes.
- Strong technical understanding of capital markets, including: Trading products, Trade capture through settlement, Market infrastructure, Operational control frameworks and regulatory requirements
- Demonstrated experience in operational transformation, including process redesign, operating model development, platform modernization, and workflow/automation tools
- Experience working with large global banking institutions
- Master’s Degree
- Demonstrated success in business development and contributing to practice or revenue growth
- Experience working at a Big Four firm
Skills
- Capital Markets transformation
- Market operations
- Trade lifecycle processes
- Trading products
- Trade capture through settlement
- Market infrastructure
- Operational control frameworks
- Regulatory requirements
- Process redesign
- Operating model development
- Platform modernization
- Workflow/automation tools
- Power BI
Location
- New York City metro area
- New York, New York, United States
Work Type
- Full Time
- Travel as required
Experience Level
- 8+ years of professional experience
Education Level
- Bachelor’s degree
- Master’s Degree
Salary/Compensations
- $149,300 - $229,700
Benefits
- Group health plan benefits
- 401(K)
- Profit-sharing contributions
- Flexible time off
- Parental leave
About the Company
- Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network.
- Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.
- With a legacy spanning more than 100 years, we’re building something different.
- We are guided by a shared promise: Together, we create extraordinary experiences.
- That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.
Equal Opportunity
- Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law.
- Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.