Last month we had the privilege to catch up with J.P. Morgan’s Shannon Daigh as she shared invaluable insight on unlocking career success, from navigating power structures to advocating for yourself. Dive deeper into the full discussion between Shannon, BNY Mellon and CIBC Mellon’s Darcie James Maxwell, and Wellcome Trust’s Suhaila Harji CFA on our website: https://bit.ly/4aOnaS4
Citisoft
Investment Management
Boston, MA 3,397 followers
We solve complex technology and operations challenges for the investment management industry.
About us
Citisoft partners with the world's leading asset management firms and service providers to create impactful and effective solutions to today's complex business problems. Our sole focus is assessing, designing, and delivering results-oriented operations and technology change across the entire investment management process.
- Website
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http://www.citisoft.com
External link for Citisoft
- Industry
- Investment Management
- Company size
- 51-200 employees
- Headquarters
- Boston, MA
- Type
- Public Company
- Founded
- 1986
- Specialties
- Investment Management, Technology Consulting, Business Consulting, Strategy, Operations Consulting, Wealth and Asset Management, Management Consulting, Strategic Advisory and Roadmap Development, Systems Integration and Technology, Operational Excellence, Outsourcing Transition, Program Management, Project Management, Systems Implementation, Data Architecture, Performance and Reporting, Data Management, Digital Assets, Alternative Assets, and Change Management
Locations
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Primary
343 Congress St.
Boston, MA 02210, US
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1 Gresham Street
London, England EC1A 4ER, GB
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1 University Ave
Toronto, Ontario ON M5J 2P1, CA
Employees at Citisoft
Updates
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Most operational leaders know they must think strategically about their data ecosystem to gain a competitive edge but the path to data modernization remains uncertain, especially as the data landscape evolves. With that in mind, we're highlighting a few areas of innovation from our Outlook 2024 paper that merit consideration and exploration for asset managers undertaking a long-term view of their data strategy—particularly as it relates to the proliferation and democratization of data. Read more on the blog: https://bit.ly/3UpiwmT #datamesh #dataintegration #dataoperatingmodel #citisoft
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We’re delighted to share that Citisoft will be attending Funds Europe’s FundsTech Forum on Thursday 25 April. FundsTech Forum is an event for senior funds professionals to meet and discuss the latest industry developments around regulation, technology, and its impact on the current and future success of fund management and administration. Citisoft Managing Director, Chris Mills, will be leading a panel discussion, sharing invaluable perspectives on navigating technological change. Find out more on our website: https://bit.ly/3JiYsxa
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In the world of investment operations, corporate culture remains an essential constant. It serves as the bedrock of successful organizations, and the firms that manage to navigate change while nurturing a positive environment set themselves apart. Discover insights from Vincent DiVasta on enhancing corporate culture amid technological and operational changes in our latest blog: https://bit.ly/3U9Jtf3 #CorporateCulture #InvestmentOperations #ChangeManagement
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We're excited to share that Citisoft is shortlisted for Best Professional Service Provider in the 2024 FTF News Financial Technology Innovation Awards! If you've worked with Citisoft, you know the level of commitment and quality of service we deliver on all our programs. We're proud that our systems implementation work has been recognized this year and we hope that you'll cast your vote for us as Best Professional Services Provider! 🏆 Vote here: https://lnkd.in/eSaFAMfq Congrats to the other finalists and thanks for helping us celebrate the success of Citisoft's consulting team!
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Delve into our latest blog post where we unpack the highs and lows of ESG efforts in European investment management. From enterprise milestones to employee burnout, Greg Comiskey sheds light on the industry's journey towards sustainability—and how to empower ESG agendas with data. Read more on our website: https://bit.ly/3xdK0nk #ESG #InvestmentManagement #Regulation
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We're thrilled to announce that respected industry leader, John Clark, has joined Citisoft as Partner and member of our senior management team. “We’re excited to announce that John Clark will be joining our management team during a time of significant global growth for Citisoft. John is a respected leader in our industry and his experience, perspective, and depth of knowledge will bring immediate value to our clients and our firm,” said Paul Migliore, Citisoft CEO. “His reputation as a trusted advisor to investment managers coupled with his success scaling a global consulting practice make him an ideal fit for Citisoft.” Read the press release here: https://bit.ly/3TMsOOx #Citisoft #InvestmentTechnology #NewHire
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Curious about the real difference between today's cloud data platforms and the data warehouses of yesteryear? Dive into our latest blog where Broc Kerr sheds light on the undeniable transformation happening in data technology. Spoiler alert: It's not really about the technology! Discover why a modern data strategy is the key to unlocking the true potential of cloud data technologies. Read more on our website: https://bit.ly/3VpaVql #CloudDataPlatforms #DataStrategy #DigitalTransformation
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Join us this week for a panel discussion and Q&A with Darcie James Maxwell, Shannon Daigh, Suhaila Harji CFA, and Danielle Castrechini as we discuss solutions for bridging the gender gap in asset management technology and operations. Register here: https://bit.ly/49HjqBA According to recent research, women account for nearly half of the entry level workforce in asset management but that dwindles to about one in five in the C-suite. Research has also shown that companies with more gender diversity outperform on measures of profitability and value which prompts the question: what can we do to bridge the gender gap in our industry? #womenshistorymonth #gendergap #womeninfinance
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“For me, the best part is being part of the team.” We recently set up a few video chats with our consultants to learn more about their experiences at Citisoft and share a first-person perspective with anyone interested in exploring a new career path here. Citisoft Principal Consultant, Maria Hauret, chatted with us about company culture, working in a collaborative environment, and fostering strong relationships. If you’re interested in learning more, visit www.citisoft.com/careers for information on opportunities, benefits, and more. #hiring #assetmanagement #consulting #citisoft