Support the delivery of client engagements across strategy, operating model design, regulatory change, digital transformation, and risk & compliance within the AWM sector.
Conduct detailed research, analysis, and problem‑solving to develop insights and recommendations for clients.
Prepare high‑quality client deliverables, including presentations, reports, process maps, and data analysis.
Engage directly with client stakeholders to gather requirements, test hypotheses, and support implementation activities.
Contribute to project management tasks such as planning, tracking milestones, and managing risks and dependencies.
Participate in internal practice development, including thought leadership, knowledge management, and business development activities.
Build strong working relationships across the firm and with client teams, representing the consultancy with professionalism and credibility
Requirements
Degree qualified in a relevant field such as finance, economics, business, mathematics, etc, or on-the-job experience equivalent.
Some level of exposure to working in asset or wealth management, investment operations, financial services consulting, or related disciplines.
An understanding of the AWM industry, including products, distribution, operations, and regulatory landscape, desirable
Knowledge of cloud platforms (AWS, Azure, GCP)
Proven analytical and problem‑solving skills, with the ability to work with data and draw meaningful insights.
Excellent written and verbal communication skills, with the ability to present information clearly and confidently.
High attention to detail and a commitment to producing accurate, high‑quality work.
A desire to keep learning, improving and growing your knowledge, capabilities and outcomes
Driven to deliver high-quality outcomes for our client base.
Proficiency in at least one programming language (e.g. Python, SQL, R, C++), advantageous
Experience with financial data platforms (Bloomberg, FactSet, Refinitiv) or data warehousing solutions, beneficial
Tech Stack
AWS
Azure
Cloud
Google Cloud Platform
Python
SQL
Benefits
Reward platform – discounts for over 800 retailers
25 days holiday (rising with service)
Well-being centre
Recognition programme
Paid fertility appointments
Fostering friendly employer
Pension
matched contribution at 5%
Life Assurance (4 x basic salary)
Development, training, and professional qualification