At a Glance
- Tasks: Lead high-profile client projects and develop innovative strategies in asset management.
- Company: Join Alpha FMC, a top consultancy for the asset and wealth management industry.
- Benefits: Competitive salary, meritocratic environment, and opportunities for career growth.
- Other info: Dynamic role with opportunities for mentorship and travel.
- Why this job: Shape the future of asset management while working with leading experts and blue-chip clients.
- Qualifications: Strong understanding of asset management and technology solutions, with excellent leadership skills.
The predicted salary is between 121500 - 148500 £ per year.
Alpha Financial Markets Consulting (Alpha FMC) is the leading global consultancy to the asset and wealth management industry.
We are a boutique management consulting firm that offers the world’s top asset and wealth managers a competitive edge through our expertise and industry insight.
Our team is of a uniquely high calibre and by focusing on asset and wealth management alone we build deep knowledge and experience within our industry.
We work with a blue-chip client base, including 80% of the top 50 global asset management firms, and work with over 660 clients across the globe.
We have our headquarters located in the United Kingdom and offices in other major European financial centres (Luxembourg, France, Switzerland, Netherlands, Germany) and globally across North America, MENA and Asia-Pacific.
Following a hugely successful AIM listing where Alpha listed with a market cap of £160m in 2017, the company enjoyed further substantial growth before selling to one of the world's leading quoted private asset growth investors (Bridgepoint) for £626m in August 2024.
As such, we are now at a critical turning point in our growth.
We are looking to grow the company across all levels.
Pivotal to our success in this, we will be assembling the next generation of leaders, responsible for growing, elevating our market position further and nurturing the junior talent through the business.
At Alpha, we pride ourselves in fostering a meritocratic environment perfect for building a career and meeting great people, as well as a rewarding place to work
The Investments Practice
Within Alpha the Investments Practice works on some of Alpha’s largest and highest profile projects.
We work across the front office of an asset manager covering research, fund management, trading, risk, performance and attribution, and work on large scale enterprise transformation projects.
Our people are market leading experts across the major technology platforms, including Blackrock Aladdin, Charles River, Simcorp and Bloomberg.
Our technology specific projects are growing in both complexity and frequency and as such we are recruiting for a senior role in this area.
There is an opportunity to grow this area of the business and to shape an emerging practice area.
Please see below an outline of the responsibilities of the role as well as the requirements.
- Role Responsibilities
- Managing highly successful client engagements to achieve strong client satisfaction rating – including management of Alpha team and potentially contractors too
- Developing strategies and driving high-quality work products within expected timeframes on budget
- Delivering strategies by bringing together diverse stakeholders to work effectively in partnership
- Analysing the client current state, developing proposals, and assisting and implementing recommendations or solutions to ensure the best use of clients’ resources
- Conducting research, surveys and interviews and discussing organisational problems with clients
- Monitoring progress, managing risks and ensuring key stakeholders are kept informed about progress of project and expected outcomes to ensure client efficiency
- Reviewing current processes, analysing client organisational reports and other documentation, researching new methods and procedures and flagging deviations from standard procedures
- Staying abreast of current business and industry trends relevant to the client's business
- Identifying and executing appropriate client/vendor entertainment opportunities
- Develop and maintain long-term client relationships and networks
- Making a strong contribution towards business development
- Undertaking effective account management including financial management
- Work with clients to quickly understand their current technology estate, then recommend improvements, upgrades or whole new architectures
- Role Requirements (Skills, Experience and Qualifications)
- A strong end to end understanding of the asset management value chain.
- Demonstrate an ability to work across asset classes and support clients developing active and passive solutions across a multi-asset portfolio
- Strong understanding of the technology, data and AI solutions that clients can deploy, with the ability to convey solutions in business friendly language
- Ability to lead engagements and teams of 3-10 colleagues
- Excellent delivery trackrecord, embodying Alpha's culture of client-first delivery excellence
- Demonstrable proficiency in relationship development and client account management
- Senior stakeholder management and influencing skills, demonstrated with clients and colleagues
- Ability to show initiative when dealing with clients, form strong relationships with new clients, and maintain existing relationships
- Superb interpersonal skills, with ability to influence and lead
- The ability to proffer good mentorship and coaching skills towards other team members
- An in-depth understanding of market trends, drivers and outlook of the Asset and Wealth Management market
- Strong academic background including a minimum of a 2:1 degree from a leading institution
- First-class communication, presentation and problem-solving skills
- Business language fluency in English
- Willingness to travel
UK - AWM - Investments - Director employer: Alpha Financial Markets
Alpha Financial Markets Consulting is an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration within the financial services sector. With a strong focus on employee growth, we provide extensive learning opportunities, competitive salaries, and a comprehensive benefits package, all while promoting a healthy work-life balance through our hybrid working model. Joining our team means being part of a high-calibre group dedicated to driving impactful change in the insurance industry, making it a truly rewarding place to advance your career.
StudySmarter Expert Advice🤫
We think this is how you could land UK - AWM - Investments - Director
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Don’t shy away from reaching out directly to firms like Alpha Financial Markets. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace UK - AWM - Investments - Director
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Alpha Financial Markets.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Alpha Financial Markets's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Alpha Financial Markets
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Alpha Financial Markets.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Alpha Financial Markets will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Alpha Financial Markets employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
