There’s no substitute for experience.
For over three decades, we’ve helped solve complex technology and operations challenges for the investment management industry.
About Citisoft
Driven by client success.
From guiding complete business transformation programs to on-the-ground delivery, our team has the experience to fulfill any strategic or tactical need.
“We service our clients better than the big firms because of our single focus on their business. Our top priority will always be our clients and the results we achieve for them.”
Domain
We focus solely on technology, operations, and data for investment management so our consultants are ready to hit the ground running from day one.
Experience
Our consultants have an average of 18-years of industry experience, working in roles from tactical operations to executive oversight at leading investment management firms.
Relationships
Client success is our success. We always go above and beyond to deliver results and that’s why we’ve been trusted time and again by the industry’s leading asset managers.
Breadth
We offer strategic and tactical services across every facet of the investment management lifecycle and for clients ranging in size, geography, and firm type.
Delivering results.
We view our clients’ success as our success and focus on delivering results that effect positive change within our clients’ businesses. Our relationship is a partnership, and we strive to adapt and deliver to provide the best solutions for your unique goals.
Acting with integrity.
We treat colleagues and clients with respect, honesty, and care. Our working relationship is critical to your success and our consulting team understands that high pressure environments require clear communication, candor, and trust.
Fostering inclusivity and community engagement.
We strive to make an impact in our communities at work and at home through Citisoft’s Social Responsibility Committee. This committee oversees programs aimed at improving inclusivity, prioritizing charitable giving, and encouraging volunteer efforts.
Meet the management team.
Citisoft’s management team is comprised of leaders in technology, operations, and data. When you work with Citisoft, you gain access to their deep industry knowledge and commitment to partnership, from on-the-ground delivery to communications with the C-suite.
Learn more about our team’s experienceExplore career opportunities.
At Citisoft, people are our greatest asset. Hiring and retaining the best talent in the industry is our top priority. Our consultants come from a wide variety of asset management backgrounds but all have two things in common: they’re great at what they do and they’re people we’re excited to work with.
Learn more about Citisoft careers
