At a Glance
- Tasks: Lead data transformation projects in asset and wealth management, bridging business and technology.
- Company: Join a leading consultancy 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 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
AWM Data & Platforms Delivery Lead in London employer: SR2 REC LTD
As a leading player in the Asset & Wealth Management sector, we pride ourselves on fostering a dynamic work culture that encourages innovation and collaboration. Our employees benefit from extensive growth opportunities through hands-on experience with cutting-edge AWM platforms and technologies, while also enjoying a supportive environment that values their insights and contributions. Located in a vibrant financial hub, we offer a unique chance to engage with senior stakeholders and shape impactful solutions from day one.
StudySmarter Expert Advice🤫
We think this is how you could land AWM Data & Platforms Delivery Lead in London
✨Tip Number 1
Network like a pro! Reach out to folks in the AWM space on LinkedIn or at industry events. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨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, especially around data transformation and stakeholder management.
✨Tip Number 3
Showcase your consultative skills during interviews. Remember, they’re looking for someone who can challenge assumptions and add value from day one, so don’t be shy about sharing your insights!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. 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 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 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 management. Highlight relevant projects and how they relate to the role.
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 in the past. Confidence is key!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to see your application and get you into the process quickly. Don’t miss out on this opportunity!
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.
✨Speak Their Language
Familiarise yourself with the technical jargon and key concepts related to AWM data architecture and integration patterns. Being able to translate complex business needs into clear technical requirements will show that you can bridge the gap between business and technology effectively.
✨Showcase Your Stakeholder Skills
Prepare examples of how you've managed stakeholders at various levels, especially in challenging situations. Highlight your ability to lead conversations with senior stakeholders and articulate risks and progress clearly. This will prove you're not just a doer but a strategic thinker.
✨Be Agile and Adaptable
Since the role involves working in fast-moving programme environments, be ready to discuss your experience with agile methodologies. Share instances where you've successfully adapted to changing briefs or requirements, showcasing your flexibility and problem-solving skills.
