Sr. Consultant - Enterprise Risk Advisory 4C

Overview

Sr. Consultant in Enterprise Risk Advisory 4C, focused on translating operational processes into AI-enabled, automated and reporting workflows for investment management clients.

What you'll do

• Identify and translate operational processes into AI-enabled workflows and documents.
• Translate manual workflows into scalable automations with strong controls and documentation.
• Develop and refine prompts, workflows, and reusable AI templates.
• Integrate AI solutions with data sources, tools, and enterprise platforms.
• Implement controls, validation checks, and human-in-the-loop mechanisms.
• Lead process improvement initiatives: map as-is/to-be, eliminate waste, standardize, and accelerate turnaround.
• Test, evaluate, and optimize model performance across use cases.
• Collaborate with Technology, Risk, and Business teams to deploy scalable solutions.
• Design and build AI agents using LLMs for tasks such as reporting, reconciliation, exception handling, and client communication.
• Drive AI adoption and train users on new capabilities.
• Engage stakeholders to gather requirements, prioritize quick wins, and measure benefits.
• Ensure data quality, auditability, and smooth change management for deployments.
• Build and maintain complex automated reporting (ETL in Alteryx; models/dashboards in Power BI; utilities in Power Apps; VBA for edge cases).
• Drive process improvement and bespoke report automation using Alteryx, Power BI, Power Apps, and Excel VBA/macros.
• Rapidly adapt to and navigate new systems, partnering with operations and technology to deliver measurable time/quality gains.

What you'll need

• Good domain knowledge of the Investment Management industry.
• Strong operations domain expertise (reporting, data validation, reconciliations, workflows).
• Basic financial product knowledge of Equities, Fixed Income and Mutual Funds is a must.
• Experience in operations/reporting/transformation roles with hands-on user-tool automation.
• Hands-on experience with LLM tools and prompt engineering.
• Understanding of AI risks, controls, and governance.
• Clear communication with non-technical users; structured problem solving; ownership and prioritization in fast-moving environments.
• Process mapping, RCA, KPI definition, benefits tracking; familiarity with Lean/Six Sigma concepts.
• High degree of computer literacy, including working knowledge of Windows-based applications.
• Alteryx (ETL, scheduling), Power BI (data modeling, DAX, publishing), Power Apps (low-code apps), Excel VBA/macros; SQL basics; version control and deployment hygiene.
• Qualifications: Bachelors in Economics, Finance, or Statistics, or Masters in Business Administration or Risk Management.
• Certifications listed: Certified Fraud Examiner (CFE), CISA, ITIL 4 Foundation, Certificate in IT Service Management, Microsoft Certified: Azure Security Engineer Associate.
• Required skills: Artificial Intelligence (AI), Data Literacy, Executive Presence, Information Security, Program Management, Risk Management, Storytelling.
• English language proficiency: Proficient (C2).

Nice to have

• Certifications in Alteryx / Power BI / Lean Six Sigma.

Details

• Location: Tower A, Peninsula Business Park, Mumbai.
• Work mode: Hybrid.
• Shift: Day Job (India).
• Job type: Regular.