Overview
We are partnering with a leading consulting firm seeking a Manager to join its Asset & Wealth Management practice.
The team works with traditional asset managers, wealth management firms, alternative investment managers, and financial services organisations to modernise operating models, enhance technology platforms, improve data capabilities, and drive large-scale business transformation initiatives.
This role offers the opportunity to work across the full investment lifecycle, helping clients navigate evolving market dynamics, digital transformation, private markets growth, and operational complexity.
Responsibilities
- Advise clients on business transformation, operating model design, and process improvement initiatives
- Support front, middle, and back-office transformation programmes across asset and wealth management organisations
- Design and implement scalable operating models that improve efficiency, governance, and client outcomes
- Partner with stakeholders to define business requirements and technology-enabled solutions
- Support system selection, implementation, and optimisation initiatives
- Analyse business processes, operating models, and organisational structures to identify opportunities for improvement
- Lead workshops, stakeholder interviews, and project workstreams
- Contribute to business development activities, proposals, and thought leadership initiatives
- Collaborate with multidisciplinary teams across operations, technology, data, finance, and risk functions
Requirements
- 5-7+ years of experience within asset management, wealth management, fund administration, financial services consulting, or investment operations
- Experience supporting business transformation, operational improvement, or technology-enabled change initiatives
- Strong understanding of investment management operating models and investment operations
- Experience working directly with client stakeholders and senior leadership teams
- Excellent communication, presentation, and stakeholder management skills
- Strong analytical and problem-solving capabilities
- Bachelor’s degree required
Preferred Experience
Experience in one or more of the following areas:
- Asset Management
- Wealth Management
- Private Markets
- Private Equity
- Private Credit
- Real Estate Investments
- Investment Operations
- Fund Accounting
- Data Management
- Performance & Reporting
- Middle Office Transformation
- Outsourcing & Operating Model Design
- Technology Implementations
- Digital Transformation
- Process Automation
Exposure to platforms such as Aladdin, Charles River, Eagle, eFront, Geneva, Investran, or similar investment management systems is highly desirable.
Leadership Responsibilities
- Lead project workstreams and client engagements
- Mentor and support junior team members
- Build strong relationships with client stakeholders
- Support business development and practice growth initiatives
- Contribute to thought leadership and market research efforts
Personal Attributes
- Commercially minded with strong business acumen
- Collaborative and team-oriented
- Comfortable working in fast-paced consulting environments
- Strong organisational and project management skills
- Ability to simplify complex business challenges into practical solutions
- Self-motivated with a proactive mindset
- Passion for financial services and investment management
What’s on Offer
- Exposure to leading asset managers, wealth managers, and alternative investment firms
- Opportunity to work across both traditional and private market investment businesses
- Diverse transformation and technology consulting projects
- Strong career progression opportunities
- Collaborative and high-performing consulting culture
- Competitive compensation and benefits package