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Managing Consultant: Asset and Wealth Management

Prism Executive Recruitment

London

Hybrid

GBP 80,000 - 100,000

Full time

30+ days ago

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Job summary

An established industry player offers a unique opportunity to join a dynamic Private Equity firm focused on fintech. This role involves driving innovation and performance improvement across portfolio companies, emphasizing strategic growth initiatives and technology integration. You will collaborate with senior stakeholders and lead transformation projects that reshape the wealth and asset management landscape. With a commitment to sustainable growth and cutting-edge technology, this position promises to immerse you in a diverse tech environment, providing invaluable experience and opportunities for professional development. Join a respected global firm and make a significant impact in the financial technology sector.

Qualifications

  • Management consulting experience in Financial Services at Manager level.
  • Skills in performance monitoring, process mapping, and project management.

Responsibilities

  • Responsible for performance improvement and growth projects across fintech portfolio.
  • Support pre-deal due diligence and transformation initiatives.

Skills

Management Consulting
Performance Monitoring
Process Mapping/Automation
Cost Optimisation
Project Management
Business Analysis
Growth Strategy
Stakeholder Liaison
Data Analytics
Automation/AI

Education

Bachelor's Degree in Finance or related field
Master's Degree (preferred)

Job description

Unrivalled opportunities to join a dynamic Private Equity firm, guiding and growing its Fintech portfolio.
The role:

You will:

  • be responsible for innovation and delivery of performance improvement and growth projects across this Private Equity firm’s portfolio companies, typically fintechs in the wealth and asset management industries.
  • work closely with technology entrepreneurs, honing your skills in strategic growth initiatives and scaling businesses.
  • also support pre-deal due diligence around technology and products, value creation/planning and value creation execution.
  • support the development of concepts, transforming them from visions into concrete propositions and the operating model needed to support them from people, process and technology perspectives.
  • create SOWs: scope, objectives, project plan, team structure, pricing etc.
You:

must have management consulting experience in Financial Services’ wealth management, asset management, or capital markets, at Manager level.

  • will have experience in performance monitoring, process mapping/automation, cost optimisation, project management, business analysis and growth strategy.
  • will be experienced in identifying opportunities for increased efficiencies through automation/AI, data analytics and other technologies.
  • will have the skills to lead transformation initiatives.
  • can liaise effectively with senior stakeholders.
The employer:

An unrivalled opportunity to join a Private Equity firm: a highly successful team who prioritise sustainable growth & acquisition opportunities. They are committed to bringing innovation to their portfolio companies and strategic partners to accelerate growth and unlock value. They are focussed in the Wealth & Asset Management industry, which is deeply embedded in the firm’s DNA. This has led them to invest in groundbreaking technologies that are set to reshape the industry going forward.

Why apply?
  • This is a PE company that has acquired deep expertise and connectivity across the financial technology landscape over the last ten years.
  • A fantastic opportunity to develop your experience of the complex fintech firms that underpin the FS industry and the organisations that operate them.
  • Will allow you to be immersed in a diverse tech landscape during this time of accelerated change, which will bring unprecedented value opportunities.
  • This is a highly respected global company with offices in the US, Europe and the UK.
Salary and package:

Vacancies exist at Senior Consultant and Manager level with base salaries in the range of £80,000 - c£100,000 plus a generous benefits package.

Location and mobility:

London. Hybrid working with typically 2 days/week in the office.

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