SC 127288 REG: Treasury Risk Systems Strategy Consultant

1. Project objective

Objective and Purpose of the Assignment

The key objective of the engagement is to establish a clear, evidence-based view of the respective roles

of the systems used by TD and ORM within ADB's Treasury Risk Management ecosystem.

The consultant will

assess areas of functional overlap, complementary capabilities, and material gaps, and provide

recommendations on the optimal target-state architecture, including whether one or multiple platforms

should be retained to support future business needs.

ADB therefore seeks an independent senior consultant with expertise spanning treasury risk management,

quantitative risk methodologies, operating model design, enterprise architecture, systems strategy,

vendor assessment, and implementation planning.

Experience advising multilateral development banks,

development finance institutions, supranational organizations, central banks, or similarly complex

financial institutions is highly desirable.

The purpose of the assignment is to develop a Treasury Risk Management Systems Strategy

and provide independent advice to resolve the strategic question concerning platforms/systems that are

used by TD and ORM.

Detailed Tasks and/or Expected Output

The Senior Treasury Risk Systems Strategy Consultant will work directly with the ITD, TD and ORM, as

well as engaged vendors, if needed.

Specifically, the Senior Treasury Risk Systems Strategy Consultant will:

• Assess and document the current and future Treasury risk business capabilities that ADB requires.

This

covers current processes, data, models, controls, reports, and systems support those capabilities.

• Conduct an objective strategic assessment of the existing systems, including functional fit,

architecture, sustainability, costs, risks, and implementation implications.

• Recommend the appropriate future-state role of each platform, including rationalization, coexistence,

consolidation, integration, replacement, or phased transition options.

• Define a target operating model, target application and data architecture, governance model, and

sourcing approach.

• Develop a prioritized and sequenced roadmap that can guide investment, procurement, implementation,

and change management decisions.

Minimum Qualification Requirements

Education:

• The candidate must possess an Advanced degree in finance, economics, financial engineering,

mathematics, risk management, business administration, information systems, computer science, or a

related discipline.

A relevant bachelor’s degree combined with substantial directly relevant experience

may be accepted.

Technical Skills:

• At least 15 years of relevant professional experience in Treasury, financial risk management, risk

technology, or treasury transformation.

• Demonstrated experience defining a Treasury risk systems strategy, target operating model, target

architecture, or platform rationalization roadmap.

• Strong working knowledge of market risk, liquidity risk, asset and liability management, valuation,

stress testing, scenario analysis, limit monitoring, and risk reporting.

• Demonstrated ability to translate business and quantitative requirements into system, data,

architecture, control, and implementation requirements.

• Experience in a multilateral development bank, development finance institution, supranational

institution, central bank, or comparable financial institution is strongly preferred.

Soft Skills:

• Experience in leading senior stakeholder workshops and presenting strategic recommendations to

executive or governance bodies.

• Excellent written and spoken English.

• Able to liaise with relevant IT teams to develop effective solutions.

Minimum General Experience 15

Years

Minimum Specific Experience (relevant to assignment) 15

Years

Regional/Country Experience Required

Desired

Not Required

Deliverables

Details Name Type Estimated Submission Date

Conduct an objective strategic assessment of the existing systems, including functional fit, archi Report 31-Dec-2026

Recommend the appropriate future-state role of each platform, including rationalization, coexisten Report 31-Mar-2027

Develop a prioritized and sequenced roadmap that can guide investment, procurement, implementation Final Report 16-Jul-2027

Schedule and Places of Assignment (chronological and inclusive of travel)

Schedule Type Continuous

Intermittent

Max.

Working Days/Week Home Office 5

Field 6

City and Country Working Days Estimated Start Date Estimated End Date Other Details (use if place selected is Others)

Home Office, Other Search and Select: Place

48 26-Oct-2026 31-Dec-2026

Home Office, Other Search and Select: Place

150 01-Jan-2027 31-Jul-2027

Total

198

Export to PDF

Export to PDF

Copyright (c) 1998, 2023, Oracle and/or its affiliates.

All rights reserved.

Copyright (c) 1998, 2023, Oracle and/or its affiliates.

All rights reserved.

Pick a Date

Loading...

Loading...

Scope of Work

The Senior Treasury Risk Systems Strategy Consultant will play a critical role in current state

assessment, planning of future state, and recommending strategic options to address ORM and TD

requirements.

Extraction covers only the accessible source. Linked TORs and later addenda are not verified unless their text has been retrieved; a missing field never means no requirement.