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- Tasks: Lead the development of a data strategy for a new Wealth platform.
- Company: Marks Sattin is a leading recruitment firm with over 30 years of experience.
- Benefits: Enjoy a hybrid work model with competitive pay and potential contract extension.
- Why this job: Shape impactful financial strategies while working in a dynamic, innovative environment.
- Qualifications: Experience in financial services, strong analytical skills, and familiarity with reporting tools required.
- Other info: Immediate start preferred; application support available for all candidates.
The predicted salary is between 60000 - 84000 £ per year.
A leading investment firm is seeking a seasoned Project Manager/Consultant to support the early-stage development of a data and reporting strategy for a newly launched Wealth platform. This is a high-visibility role focused on designing a scalable MI framework that enables effective oversight of capital flows, investment deployment, and performance analytics. The successful candidate will lead a diagnostic phase to assess business needs, map data sources, and define system requirements, ultimately shaping the roadmap for implementation. This role is ideal for a self-starter with strong analytical skills, stakeholder engagement experience, and a background in private markets or wealth operations. This would be an initial 3-month contract with the scope to extend further as the project develops. They work on a hybrid basis with 3 days in the office and 2 from home.
Key Responsibilities
- Define key performance and operational metrics to support strategic decision-making.
- Engage with stakeholders to gather and prioritise reporting needs across capital raising, investment monitoring, and liquidity management.
- Map data sources across internal systems (e.g., eFront, Fund Ops, Excel) and document current-state processes.
- Translate business needs into clear data and system requirements.
- Develop a high-level implementation plan, including tooling recommendations and delivery phases.
- Identify risks, dependencies, and success factors for execution.
Candidate Profile
- Proven experience as a Business Analyst or Consultant/Project Manager in financial services, ideally within private markets or wealth management.
- Strong analytical and process design capabilities.
- Excellent communication skills, with experience leading workshops and producing executive-level outputs.
- Ability to work independently and navigate ambiguity.
- Familiarity with AI-driven approaches to enhance reporting and insight generation.
- Experience with Power BI, Snowflake, or similar reporting platforms.
- Understanding of scalable data architecture and the full data lifecycle.
- Knowledge of investment performance and distribution metrics.
Due to the urgent nature of this role, candidates on more than 1 month's notice cannot be considered for the position. Please also note, relevant industry experience, expert knowledge of operating environment and investor value chain and good understanding of TOM are essential criteria.
We look forward to receiving your application. We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We're committed to protecting the privacy of all our candidates and clients.
Project Manager - Private Markets Wealth Platform MI | London, UK | Hybrid employer: Marks Sattin FS
Contact Detail:
Marks Sattin FS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Project Manager - Private Markets Wealth Platform MI | London, UK | Hybrid
✨Tip Number 1
Familiarise yourself with the specific tools mentioned in the job description, such as Power BI and Snowflake. Having hands-on experience or even a basic understanding of these platforms can set you apart during discussions with potential employers.
✨Tip Number 2
Engage with your network to find connections within private markets or wealth management. A referral from someone already in the industry can significantly boost your chances of landing an interview.
✨Tip Number 3
Prepare to discuss your previous experiences in stakeholder engagement and how you've successfully led workshops. Being able to articulate these experiences clearly will demonstrate your suitability for the role.
✨Tip Number 4
Stay updated on current trends in private markets and wealth operations, especially regarding AI-driven reporting solutions. Showing that you are knowledgeable about industry advancements can impress hiring managers.
We think you need these skills to ace Project Manager - Private Markets Wealth Platform MI | London, UK | Hybrid
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in project management, particularly within financial services and private markets. Use specific examples that demonstrate your analytical skills and stakeholder engagement.
Craft a Compelling Cover Letter: Write a cover letter that addresses the key responsibilities outlined in the job description. Emphasise your experience with data and reporting strategies, as well as your familiarity with tools like Power BI and Snowflake.
Showcase Your Analytical Skills: In your application, provide examples of how you've defined key performance metrics or developed implementation plans in previous roles. This will demonstrate your capability to meet the demands of the position.
Highlight Relevant Certifications: If you have any certifications related to project management or financial analysis, be sure to include them in your application. This can set you apart from other candidates and show your commitment to the field.
How to prepare for a job interview at Marks Sattin FS
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Project Manager in the context of private markets and wealth platforms. Familiarise yourself with key terms like MI framework, capital flows, and performance analytics to demonstrate your knowledge during the interview.
✨Showcase Your Analytical Skills
Prepare examples from your past experience where you've successfully defined metrics or mapped data sources. Highlight your analytical capabilities and how they can contribute to developing a scalable MI framework for the firm.
✨Engage Stakeholders Effectively
Be ready to discuss your experience in stakeholder engagement. Share specific instances where you gathered and prioritised reporting needs, as this is crucial for the role. Demonstrating strong communication skills will set you apart.
✨Familiarity with Tools
Brush up on your knowledge of relevant tools like Power BI and Snowflake. If you have experience with AI-driven approaches to reporting, be sure to mention it, as this aligns with the firm's focus on innovative solutions.
