Consultant (Strategy and Transformation)

Asset & Wealth Management (AWM) Consultant

Our Asset & Wealth Management (AWM) team partners with leading global investment managers, wealth managers, asset owners, and asset servicers to solve complex strategic, operational, and regulatory challenges. As a Consultant in the Asset & Wealth Management team, you will play a hands-on role in delivering high-impact advisory projects, working closely with senior clients and internal leaders to drive meaningful change across the AWM value chain.

This position is ideal for early-career professionals with a couple of years of industry experience who are ready to accelerate their development in an ever-changing, intellectually challenging consulting environment.

Responsibilities

• 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.

Qualifications & Requirements

• Degree qualified in a relevant field such as finance, economics, business, mathematics, etc., or on-the-job experience equivalent.
• Some exposure to working in asset or wealth management, investment operations, financial services consulting, or related disciplines.
• Understanding of the AWM industry, including products, distribution, operations, and the 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 knowledge, capabilities, and outcomes.
• Driven to deliver high-quality outcomes for the 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.