Wealth Management Business Analyst

Consultant, Contract-to-Hire, Full Time
New York
Posted 2 months ago

Wealth Management Business Analyst – NYC (remote to start and will eventually need to be on-site in the NYC area)

About the team:

Company’s Wealth Management practice welcomes industry change as an opportunity to transform the way wealth and asset managers service their clients. As technology advances and generations evolve, wealth managers must embrace innovation to stay relevant and compete with their peers

About the Job:

As a Senior Consultant in the Wealth Management practice, you will work in a fast-paced, collaborative environment alongside industry experts. You will become adept in cross-functional, project delivery that spans various products, platforms, and services offered by Wealth and Asset Managers.

What You’ll Get to Do:

  • Focus on strategic client engagements with a concentration on automation, digitization, and growth transformation in the Wealth and Asset Management space
  • Sample projects include conceptualizing growth strategies, evaluating market entry opportunities, defining client user experiences, driving product innovation, developing engagement and adoption strategies, and creating technological/operational efficiencies through automation
  • Learn and apply Capco’s capabilities around design thinking, rapid prototyping, and agile development in your engagement with existing and potential clients
  • Author thought leadership content on cutting edge concepts disrupting the financial services industry

What You’ll Bring with You:

  • 4+ years of experience from a premier management consulting firm or in the Wealth/Asset Management industry
  • Overall understanding of the Wealth/Asset Management industry and its challenges
  • Diverse problem-solving experience
  • An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written)
  • Strong ability to work well in cross-functional teams
  • Openness to an environment of active developmental feedback from peers
  • Excellent and efficient skills using MS Excel and PowerPoint tools (absolutely required)
  • Understanding of Agile methodologies; Scrum Master certifications is a plus

Job Features

Job CategoryBanking, Banking & Finance, Compliance, Finance, Information Technology, Project Management, Technology

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