At a Glance
- Tasks: Join us as a consultant to shape innovative solutions in asset and wealth management.
- Company: Dynamic firm leading the way in asset and wealth management consulting.
- Benefits: Competitive pay, flexible working options, and opportunities for professional growth.
- Other info: Fast-paced environment with opportunities to work with top-tier clients.
- Why this job: Make a real impact by transforming data and technology in finance.
- Qualifications: Experience in asset management and strong analytical skills required.
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 in London 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. Located in a vibrant city, our team enjoys a healthy work-life balance, competitive benefits, and the unique advantage of engaging with high-profile clients across the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Asset & Wealth Management Consultants in London
✨Tip Number 1
Network like a pro! Get out there and connect with folks in the Asset & Wealth Management space. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of AWM platforms and processes. Be ready to discuss how your experience aligns with the role. Practise answering common interview questions and think about how you can showcase your problem-solving skills.
✨Tip Number 3
Showcase your consultative approach! In interviews, highlight times when you’ve challenged assumptions or shaped solutions. This is key for roles that require a deep understanding of client needs and the ability to navigate complex environments.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talented individuals who can bring their A-game to our team. Plus, applying directly gives you a better chance to stand out from the crowd!
We think you need these skills to ace Asset & Wealth Management Consultants in London
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 fresh ideas 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 and wealth management. Show us how your skills match what we’re after!
Be Clear and Concise:When translating complex business needs into technical requirements, clarity is key. We appreciate straightforward communication, so make sure your application reflects that. Keep it simple and to the point!
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. Let’s get started!
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.
✨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.
✨Showcase Your Stakeholder Skills
Prepare examples of how you've managed stakeholders at various levels, especially in complex environments. Highlight instances where you’ve constructively challenged ideas or led technical conversations, as this is crucial for the roles we’re looking to fill.
✨Be Agile and Adaptable
Since the roles involve working in fast-moving programme environments, be ready to discuss your experience with agile methodologies. Share how you've adapted to changing requirements and contributed to multi-workstream projects, showcasing your flexibility and problem-solving skills.
