Zensar

Global IT services for digital transformation

Lead Business Consultant - Performance Measurement

Financial & Transaction AdvisoryUpdated on Nov 11

Full-timeIndiaNo salary listedIn-person

About the Job

Requirements

At least 10 years of hands-on experience in performance measurement and attribution for wealth or asset management clients.
An MBA or Finance degree.
CFA, CIPM, or FRM certification; CIPM is preferred.
Deep knowledge of time-weighted and money-weighted returns, GIPS composite construction, and risk-adjusted metrics including Sharpe, Treynor, Information Ratio, and VaR.
Experience with portfolio accounting or reporting platforms such as Advent, SS&C, FIS, Confluence, StatPro, Eagle, or Addepar.
Proficiency in SQL for data validation and requirements verification.
Ability to write clear functional specifications and use cases, and conduct client interviews with minimal supervision.
Client-facing and workshop facilitation skills, including the ability to influence senior stakeholders.
Experience working in Agile projects and familiarity with Agile terminology.
Communication, presentation, and documentation abilities across diverse cultures.
Ability to mentor, coach, and share knowledge within consulting teams.

Responsibilities

Define and validate performance and attribution methodology across portfolio manager, wealth manager, and advisor personas.
Translate client requirements into detailed functional specifications and use cases for the technology build team.
Lead client workshops and scope discussions, and own related documentation such as business requirements documents, questionnaires, and use cases.
Review mock-up views and prototypes to ensure methodological accuracy and compliance with GIPS standards.
Contribute to phase-scope planning, distinguishing minimal go-live deliverables from later enhancements.
Support sponsor-facing storyline material for client executives and capital markets practice collateral.
Serve as liaison between the technology build team and client business users in Agile project environments.
Perform requirements gathering, analysis, and documentation for application development projects.
Develop business development assets such as proposals, white papers, and solution accelerators.
Mentor junior team members, share expertise, and contribute to competency development resources.

Desired Qualifications

CIPM certification is preferred.

Zensar Technologies Limited is seeking a senior‑level Lead Business Consultant to join its Reporting engagement team. The role focuses on designing, validating and implementing performance measurement and attribution methodologies for wealth‑management and asset‑management clients, translating business requirements into functional specifications, and guiding technology builds to deliver GIPS‑compliant, client‑centric reporting solutions.

10+ years of hands‑on experience in performance measurement and attribution for wealth or asset management clients.
MBA or Finance degree; CFA, CIPM or FRM certification (CIPM preferred).
Deep knowledge of time‑weighted vs money‑weighted returns, GIPS composite construction, and risk‑adjusted metrics (Sharpe, Treynor, Information Ratio, VaR).
Experience with portfolio accounting or reporting platforms (e.g., Advent, SS&C, FIS, Confluence, StatPro, Eagle, Addepar).
Proficient SQL skills for data validation and requirements verification.
Ability to write clear functional specifications, use cases and conduct client interviews with minimal supervision.
Strong client‑facing and workshop facilitation skills, able to influence senior stakeholders.
Experience working in Agile projects and familiarity with Agile terminology.
Excellent communication, presentation and documentation abilities across diverse cultures.
Demonstrated mentoring, coaching and knowledge‑sharing capabilities within consulting teams.

Define and validate performance and attribution methodology across portfolio manager, wealth manager and advisor personas.
Translate client requirements into detailed functional specifications and use cases for the technology build team.
Lead client workshops, scope discussions and own related documentation (BRDs, questionnaires, use cases).
Review mock‑up views and prototypes to ensure methodological accuracy and compliance with GIPS standards.
Contribute to phase‑scope planning, distinguishing minimal go‑live deliverables from later enhancements.
Support sponsor‑facing storyline material for client executives and Zensar capital markets practice collateral.
Serve as liaison between technology build team and client business users in Agile project environments.
Perform requirements gathering, analysis and documentation for application development projects.
Develop business development assets such as proposals, white papers, and solution accelerators.
Mentor junior team members, share expertise, and contribute to competency development resources.

About the Company

Zensar

Global IT services for digital transformation

Digital solutions and IT services company that partners with global organizations to drive digital transformation. Its offerings include intelligent automation, analytics, hyperconverged infrastructure, and digital application development and maintenance, delivered through long-term contracts, project-based engagements, and managed services. Indigo Slate handles virtual event creation. Zensar’s Living AI integrates artificial intelligence into business processes to boost outcomes. Unlike many competitors, it emphasizes reducing capital expenditure (Capex) and operating expenditure (Opex), simplifying vendor management, and improving efficiency through automation. The overall goal is to help clients adapt to the digital landscape, optimize technology infrastructure, and achieve higher operational efficiency.

Company size: 10,001+
Company stage: IPO
Headquarters: Pune, India
Founded: 1991

Recently Posted Jobs

Explore more opportunities at Zensar

See more jobs