At a Glance
- Tasks: Join us as a Business Analyst or Technical Delivery Lead in Asset & Wealth Management.
- Company: Dynamic firm focused on innovative asset and wealth management solutions.
- Benefits: Competitive pay, flexible working options, and opportunities for professional growth.
- Other info: Collaborative culture with a focus on continuous learning and development.
- Why this job: Shape impactful solutions in a fast-paced environment with cutting-edge technology.
- Qualifications: Experience in asset management data programmes and strong stakeholder management skills.
The predicted salary is between 60000 - 80000 £ per year.
We are looking for BAs who can go beyond requirements gathering – practitioners who understand the AWM operating model deeply enough to challenge client assumptions and shape the right solution from day one.
What we are looking for:
- Proven BA experience on data programmes within asset management, wealth management or investment management
- Strong understanding of AWM front‑to‑back processes including portfolio management, reporting, client servicing and operations
- Hands‑on experience with one or more AWM platforms: Aladdin (BlackRock), Avaloq, State Street Alpha, Northern Trust Whole Office, Charles River IMS, SimCorp Dimension, Temenos WealthSuite or Broadridge
- Comfortable translating complex business needs into clear technical requirements across structured and unstructured data environments
- Confident stakeholder management at all levels – from operations through to C‑suite – with the ability to challenge constructively where needed
- Experience working across data migration, platform implementation, regulatory reporting or TOM design programmes
- Familiarity with agile delivery methodologies and working in multi‑workstream programme environments
We are looking for technical delivery professionals who can bridge the gap between business intent and technology execution on complex AWM programmes – people who understand the platforms, the data landscape and the client environment well enough to lead delivery without being led by it.
What we are looking for:
- Technical delivery or programme management experience on AWM technology implementations or data transformation programmes
- Platform experience across one or more of: Aladdin (BlackRock), Avaloq, State Street Alpha / GX / Lending, Northern Trust Whole Office, Charles River IMS, SimCorp Dimension, Broadridge, Temenos, FNZ or equivalent
- Understanding of AWM data architecture, data warehousing, reporting infrastructure and integration patterns between custodian and front office platforms
- Track record of managing technical workstreams across SIT, UAT, data migration and cutover in complex, multi‑vendor environments
- Strong client presence – able to lead technical conversations with senior stakeholders and articulate risk, progress and decisions clearly
- Experience across regulatory or compliance‑driven programmes (MiFID II, EMIR, AIFMD, Solvency II) – a strong advantage
- Familiarity with cloud environments (AWS, Azure or GCP) and modern data tooling in an AWM context
What Both Roles Share:
- Senior enough to operate independently with clients from day one
- Genuinely consultative – not order takers, but people who add shape and thinking to the work
- Comfortable in fast‑moving programme environments where the brief is not always fully formed
- Track record of delivery in regulated financial services environments
- Open to contract or associate‑based engagement models
Platform & Technology Exposure – Areas of Interest:
- Custodian & Core Platforms: Aladdin by BlackRock (Enterprise and Wealth), Avaloq Banking Suite, State Street Alpha / GX / Lending Suite, Northern Trust Whole Office, Charles River Investment Management Solution (IMS), SimCorp Dimension, Broadridge Investment Management, FNZ Wealth Platform, Temenos WealthSuite
- Data, Reporting & Integration: Performance and attribution reporting platforms (StatPro, FactSet, Bloomberg PORT), Data management and governance tooling (Collibra, Informatica, Talend), Cloud data platforms (Snowflake, Databricks, Azure Data Factory), Regulatory reporting infrastructure and trade reporting platforms
Asset & Wealth Management Consultants employer: SR2 REC LTD
As an employer, we pride ourselves on fostering a dynamic and inclusive work culture that empowers our Asset & Wealth Management Consultants to thrive. With a strong focus on professional development, we offer extensive training opportunities and the chance to work on cutting-edge data transformation projects in a collaborative environment. Our commitment to innovation and excellence ensures that you will be at the forefront of the industry, making a meaningful impact from day one.
StudySmarter Expert Advice🤫
We think this is how you could land Asset & Wealth Management Consultants
✨Tip Number 1
Network like a pro! Reach out to your connections in the asset and wealth management space. Attend industry events or webinars, and don’t be shy about introducing yourself. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of AWM platforms and processes. We recommend doing some mock interviews with friends or using online resources to practice articulating your experience. The more confident you are, the better you’ll perform when it counts!
✨Tip Number 3
Showcase your consultative skills during interviews. Remember, we’re looking for BAs and technical delivery leads who can challenge assumptions and add value from day one. Be ready to discuss how you’ve done this in past roles and how you can bring that mindset to our team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining us at StudySmarter. Let’s make it happen!
We think you need these skills to ace Asset & Wealth Management Consultants
Some tips for your application 🫡
Know Your Stuff:Make sure you really understand the AWM operating model and the specific platforms mentioned in the job description. We want to see that you can challenge assumptions and bring your own insights to the table.
Tailor Your Application:Don’t just send a generic CV and cover letter. We’re looking for candidates who can clearly demonstrate their experience with data programmes in asset and wealth management. Show us how your background aligns with what we need!
Be Clear and Concise:When translating complex business needs into technical requirements, clarity is key. We appreciate straightforward language that gets to the point without unnecessary jargon. Make it easy for us to see your thought process!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at SR2 REC LTD
✨Know Your AWM Inside Out
Make sure you have a solid understanding of the Asset & Wealth Management operating model. Brush up on front-to-back processes like portfolio management and client servicing, as well as the specific platforms mentioned in the job description. This will help you challenge assumptions and demonstrate your expertise right from the start.
✨Master the Technical Jargon
Familiarise yourself with the technical terms and tools relevant to the role, such as data architecture and cloud environments. Being able to speak confidently about these topics will show that you can bridge the gap between business needs and technology execution, which is crucial for this position.
✨Engage Stakeholders Effectively
Prepare to discuss your experience in stakeholder management. Think of examples where you've successfully communicated complex ideas to different levels of an organisation, especially C-suite executives. This will highlight your ability to lead conversations and challenge constructively.
✨Showcase Your Agile Mindset
Since the role involves working in fast-moving programme environments, be ready to talk about your experience with agile methodologies. Share specific instances where you've adapted to changing requirements or contributed to multi-workstream projects, demonstrating your flexibility and problem-solving skills.
