At a Glance
- Tasks: Lead data transformation projects in asset and wealth management, bridging business and technology.
- Company: Join a leading firm in asset and wealth management with a focus on innovation.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Other info: Work independently with clients and thrive in a consultative role.
- Why this job: Make a real impact by shaping solutions in a fast-paced, dynamic environment.
- Qualifications: Experience in data programmes and strong understanding of AWM processes required.
The predicted salary is between 70000 - 90000 £ per year.
Asset & Wealth Management Consultants Business Analyst – AWM Data & Transformation
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
Technical Delivery Lead – AWM Data & Platforms
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
AWM Data & Platforms Delivery Lead employer: SR2 REC LTD
As a leading employer in the Asset & Wealth Management sector, we pride ourselves on fostering a dynamic work culture that encourages innovation and collaboration. Our commitment to employee growth is evident through tailored development programmes and opportunities to engage with cutting-edge AWM technologies, all while working in a vibrant location that promotes work-life balance and professional networking.
StudySmarter Expert Advice🤫
We think this is how you could land AWM Data & Platforms Delivery Lead
✨Tip Number 1
Get to know the company inside out! Research their AWM platforms and understand their operating model. This way, when you chat with them, you can show off your knowledge and how you can challenge assumptions effectively.
✨Tip Number 2
Practice your stakeholder management skills! Be ready to engage with everyone from operations to the C-suite. Show them you can communicate complex ideas clearly and confidently – that’s what they’re looking for!
✨Tip Number 3
Brush up on your technical delivery knowledge! Familiarise yourself with data migration and platform implementation processes. Being able to discuss these topics will set you apart and demonstrate your hands-on experience.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace AWM Data & Platforms Delivery Lead
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 valuable insights to the table right from the start.
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 management. Highlight your relevant skills and experiences that align with what we’re after.
Showcase Your Stakeholder Skills:We need someone who can manage stakeholders at all levels, so make sure to include examples of how you've successfully navigated complex conversations. Show us you can articulate risks and decisions clearly, especially with senior stakeholders.
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 don’t miss out on any important updates during the process!
How to prepare for a job interview at SR2 REC LTD
✨Know Your AWM Inside Out
Make sure you have a solid grasp 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 knowledge will help you challenge assumptions and demonstrate your expertise.
✨Speak Their Language
When discussing technical requirements, be clear and concise. Use terminology that resonates with the interviewers, especially when it comes to data migration and platform implementation. Showing that you can translate complex business needs into straightforward technical terms will set you apart.
✨Showcase Your Stakeholder Skills
Prepare examples of how you've managed stakeholders at various levels, from operations to C-suite. Highlight instances where you’ve constructively challenged ideas or led technical conversations. This will illustrate your confidence and ability to navigate complex environments.
✨Familiarise Yourself with Agile Methodologies
Since the role involves working in fast-paced programme environments, brush up on agile delivery methodologies. Be ready to discuss how you've applied these principles in past projects, particularly in multi-workstream settings. This will show that you're adaptable and ready for the dynamic nature of the role.
