Castleton Tower

Senior Consultant, Strategy & Client Solutions

New York City · Senior

Sponsorship not specified$250k-$500kDetected 196 days ago
PythonFull-Stack DevelopmentSQLSnowflakeDatabricksAWSCloud PlatformsdbtData AnalysisData EngineeringData ScienceAccountingResearchLeadershipMentoring

About the role

  • This role sits at the intersection of business strategy and technical execution.
  • You'll need to be equally comfortable in a boardroom discussion about portfolio analytics and a working session designing Snowflake schemas.

Responsibilities

  • We work exclusively with investment management firms (RIAs, family offices, hedge funds, and asset allocators) helping them modernize their data infrastructure and build AI-ready foundations.
  • We'll assess your technical & business strategy, design your data architecture and also code up the full stack infrastructure where needed.
  • Strategic Impact: Lead full-scope projects from roadmap to production, not just strategy decks that sit on a shelf
  • Partner with senior investment professionals (PMs, CIOs, COOs, Heads of Operations) to understand their business goals and translate them into actionable technical roadmaps
  • Own client relationships end-to-end, managing expectations, deepening engagements, and identifying new opportunities
  • Lead projects from inception to delivery, ensuring the final product solves the actual business problem
  • Design data architectures and analytics solutions that fit the client's investment workflow
  • Use Python and SQL to build dashboards, analytics tools, and investment applications

Requirements

  • Proficiency in Python and SQL for data analysis and application development
  • Experience at financial technology firms serving asset managers
  • Familiarity with investment operations, portfolio analytics, or fund accounting workflows
  • Comfort with ambiguity and ability to structure unstructured problems
  • Required:
  • Prior experience within an investment management or trading organization (hedge funds, asset managers, quant shops, or market makers)
  • Demonstrated project leadership and comfort managing relationships with senior executives
  • Strong conceptual understanding of modern data infrastructure
  • Management consulting experience (strategy or implementation)
  • Personal Attributes:
  • High ownership mentality: you see problems through to resolution without being told
  • Executive presence to hold your own with senior investment leaders
  • Intellectual curiosity about both the investment side and the technology side
  • Location & Compensation

Skills

  • Work with best-in-class tools (similar to Snowflake, dbt, Dagster, Sigma, AWS, etc.) and cutting-edge AI/agentic development workflows

Compensation

  • Total compensation: $250k to $500k (commensurate with experience)

Benefits

  • Path to Partnership: Clear trajectory toward firm equity and partnership for high performers

Company info

  • Castleton Tower is a boutique consulting firm founded by executives who have built and led quantitative research, data science, and technology teams at top-tier hedge funds and asset managers.
  • We're looking for a strategic leader who can drive data and technology transformation for investment firms.
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This listing is sourced directly from Castleton Tower's careers page and normalized into a canonical job model.