At a Glance
- Tasks: Lead the migration of client and investment data onto a new platform.
- Company: Join a specialist wealth and investment management firm undergoing transformation.
- Benefits: Gain valuable experience in a critical role with potential for future opportunities.
- Other info: Collaborate with industry experts and enhance your professional network.
- Why this job: Be part of a major transformation and shape the future of investment management.
- Qualifications: Experience in wealth management or investment operations is essential.
The predicted salary is between 40000 - 50000 £ per year.
We’re supporting a specialist wealth and investment management business undertaking a significant platform transformation programme and are looking to appoint an experienced Investment Platform Migration Consultant on an interim basis. This is a business‑critical role focused on the migration of client, portfolio, and investment data onto a new investment management platform.
The successful candidate will bring a strong understanding of investment operations and how financial data flows across wealth management environments, rather than simply having generic data migration experience. This role is particularly suited to candidates from wealth management, investment management, private banking, family office, or alternative investment environments who have previously supported platform implementations, operational change programmes, or investment system migrations.
The Role
Working within a major transformation programme, you’ll be responsible for ensuring the successful migration and validation of complex investment and client data. You’ll act as the link between operational teams, system vendors, and project stakeholders, helping to ensure the new platform accurately reflects client portfolios, investment holdings, transactions, and reporting requirements.
Key Responsibilities
- Support the migration of client, portfolio, transaction, and investment data into a new investment platform
- Perform detailed reconciliations and validation of holdings, valuations, transactions, fee structures, and performance data
- Work closely with business stakeholders to define and test platform rules, workflows, and operational processes
- Support UAT, testing, defect resolution, and business sign‑off activities
- Investigate and resolve data quality issues, exceptions, and reconciliation breaks
- Validate data received from custodians, fund administrators, and third‑party market data providers
- Assist with the migration of both listed and private market investment data, including alternative assets and off‑system holdings
- Ensure investment restrictions, client mandates, and operational controls are accurately reflected within the target platform
- Produce clear documentation and reporting to support project delivery and governance
- Work collaboratively with vendors, operations teams, and senior stakeholders throughout the implementation lifecycle
What We’re Looking For
- Experience within Wealth Management, Investment Management, Private Banking, Family Office, or Asset Management environments
- Strong understanding of financial assets, investment transactions, portfolio structures, and investment operations
- Previous involvement in investment platform implementations, migrations, or transformation projects
- Experience working with custodians, fund administrators, and market data providers
- Strong reconciliation, testing, and data validation experience
- Understanding of investment regulations, controls, and operational processes
- Excellent stakeholder management and communication skills
- Experience with investment management platforms such as FA Solutions, Expersoft, FNZ, Avaloq, Charles River, SimCorp, or similar would be advantageous
Why Join?
This is an opportunity to join a major transformation programme at a critical stage and play a key role in delivering a new investment platform. You'll work alongside experienced investment professionals, technology teams, and senior stakeholders while helping shape the future operating model of the business.
Migration Consultant employer: We Do Group
Join a leading wealth and investment management firm that values innovation and collaboration, offering a dynamic work culture where your expertise as a Migration Consultant will directly impact the success of a major transformation programme. With a focus on employee growth and development, you'll have the opportunity to work alongside seasoned professionals in a supportive environment that encourages meaningful contributions and fosters career advancement. Located in a vibrant financial hub, this role not only provides competitive benefits but also positions you at the forefront of industry change, making it an exciting place to build your career.
StudySmarter Expert Advice🤫
We think this is how you could land Migration Consultant
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like We Do Group.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like We Do Group might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Migration Consultant
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at We Do Group will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at We Do Group. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give We Do Group confidence in your short-term commitment to the role.
How to prepare for a job interview at We Do Group
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with We Do Group.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure We Do Group that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
