Overview
We are partnered with several leading consulting firms that specialise in serving asset managers, wealth managers, asset owners, insurers, and financial institutions globally.
These firms help clients navigate complex business, technology, operations, data, and transformation challenges across the investment management lifecycle. Their consultants work on strategic initiatives, operating model transformations, technology implementations, process improvements, data programmes, and regulatory change projects.
As demand continues to grow, opportunities are available across Consultant, Senior Consultant, Principal Consultant, and Director levels.
Consultant
As a Consultant, you will support the delivery of client engagements across a variety of strategic, operational, and technology-focused initiatives. Working alongside experienced consulting teams, you’ll gain exposure to investment management operating models, transformation programmes, and technology implementations.
Requirements
- 3-5+ years of experience within asset management, wealth management, financial services, or consulting
- Exposure to investment operations, technology, data, change, or transformation initiatives
- Strong analytical and problem-solving skills
- Excellent communication and stakeholder management abilities
- Bachelor’s degree or equivalent experience
Senior Consultant
Senior Consultants play a key role in delivering complex client engagements while providing subject matter expertise across investment management operations, technology, and transformation programmes.
Requirements
- 7-10+ years of experience within investment management operations, technology, or consulting
- Experience leading workstreams and engaging directly with client stakeholders
- Strong project delivery and business analysis capabilities
- Proven experience supporting business, operational, or technology change initiatives
- Ability to work independently while mentoring junior team members
Principal Consultant
Principal Consultants combine deep industry expertise with strong project leadership capabilities. They are responsible for managing client relationships, leading delivery teams, and contributing to business development initiatives.
Requirements
- 10-15+ years of experience within investment management consulting, operations, technology, or transformation
- Experience leading large-scale transformation, operating model, or technology programmes
- Strong stakeholder management and executive communication skills
- Demonstrated success managing complex client engagements
- Experience supporting proposal development and practice growth initiatives
Director
Directors are senior leaders responsible for driving client success, developing strategic relationships, and supporting the growth of the consulting practice. They provide executive-level guidance across complex transformation programmes and play a key role in business development activities.
Requirements
- 15+ years of experience within investment management consulting, operations, technology, or transformation
- Proven track record leading large-scale business and technology transformation programmes
- Strong commercial acumen and client relationship management experience
- Experience managing senior stakeholders and executive sponsors
- Demonstrated success developing business opportunities and growing consulting practices
Key Areas of Expertise
Successful candidates will typically have experience in one or more of the following areas:
- Asset Management
- Wealth Management
- Private Markets
- Investment Operations
- Front, Middle & Back Office Transformation
- Target Operating Model Design
- Data & Analytics
- Technology Strategy
- Platform Implementations
- Regulatory Change
- Process Improvement
- Outsourcing & Service Provider Transitions
- Project & Programme Management
Personal Attributes
- Strong communication and interpersonal skills
- Collaborative and team-oriented approach
- Self-motivated with a proactive mindset
- Ability to solve complex business problems
- Strong stakeholder management capabilities
- Leadership potential and commercial awareness
What’s on Offer
- Exposure to leading investment management clients
- Diverse and challenging transformation projects
- Strong career progression opportunities
- Ongoing professional development and training
- Collaborative and high-performing consulting environments
- Competitive compensation and benefits packages