Senior Consultant - Finance & Operations Advisory

JR United Kingdom; Bath; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading consulting firm is looking for a Senior Consultant specialized in Finance and Operations Advisory. The role involves collaborating with clients to optimize their operational models in the alternative investment sector while providing innovative solutions. Candidates should possess strong analytical skills and a solid background in business consulting, with opportunities for professional development and a supportive work environment.

Benefits

Competitive salary and bonus

Learning and development opportunities

Flexible working schedule

Community events and social meetups

25 days holiday in addition to public holidays

Wellness initiatives including gym reimbursement

Qualifications

• 2-5 years of experience in Business Consulting or Analysis.
• Strong understanding of Alternative Investment Manager Operating models.
• Exceptional communication and client-service skills.

Responsibilities

• Support projects from initiation to client Go-Live.
• Conduct business requirement interviews and document findings.
• Manage project progress and report status to stakeholders.

Skills

Business Analysis

Process Improvement

Data Migration and Reconciliation

Project Management

Communication

Education

Degree in Business or related field

Tools

Visio

Microsoft Office

Job description

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Senior Consultant - Finance & Operations Advisory, bath

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Client:

Alpha Alternatives (formerly Lionpoint Group)

Location:

bath, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

04.06.2025

Expiry Date:

19.07.2025

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Job Description:

About Alpha Alternatives

Alpha Alternatives (formerly Lionpoint Group), part of Alpha FMC, is a fast-growing global consulting firm, focused on leading strategic, digital and operational transformation projects for the alternative investment industry (consisting of private equity, real estate, private debt, credit, and infrastructure). We are known for our expertise, innovation, and commitment to delivering exceptional value to our clients.

Our people work side by side with our clients to help them identify, address, and resolve the key operational and technology challenges within alternative investments and financial services firms. We often find that some of the best innovation comes from within and our role is to help empower client teams to drive the change that is required. Collaborating and supporting our clients are the key attributes we look for in our consultants as well as professionals who have experienced the challenges and enabling technologies firsthand.

The Opportunity

Our London office is currently seeking talented and motivated Senior Consultants to be a part of our fast-growing team. The role for successful candidates is to work on teams tasked with the design and execution of realistic yet innovative solutions across the entire asset lifecycle of alternative investment managers, owners and operators. The roles primary focus will be on Finance and Operations responsibilities within the operating model, focusing on the oversight and outsourcing responsibilities for alternative investment managers within their operating model. Our projects include developing strategic information management plans and roadmaps, conducting operational reviews and audits, designing operational / process improvements, implementing and optimizing operating models, and enabling technology solutions across the operating model of investment managers and advisors as well as institutional investors, sovereigns, endowments, trusts and family offices.

This position is part of an overall, global Business Consulting team that is collaborative and supportive towards providing the best client service with consistent high-quality deliverables. The candidate must be able to identify and investigate problems outlined by the business teams, then drive towards an effective solution.

This will include:

• Business Analysis
• Process Improvement
• Data Migration and Reconciliation Strategy Support
• Report Specifications
• System Implementation

The Senior Consultant will work closely with Engagement Leads as well as both Client and Vendor teams to document functional business requirements, map out current state and target state business processes, analyse and identify gaps against industry better practices, review and cleanse client source data, develop and execute system test plans, develop report specifications and undertake final system testing and end user training. The implemented software solutions are typically used by front, middle and back office within our Asset and Fund Manager clients as well as institutional limited partner clients

Responsibilities

• Support projects and implementations from initiation to client Go-Live and beyond
• Learn and apply Alpha Alternative’s project methodologies
• Understand the nuances of Alternative Investment operations or subjects related to the completion of projects
• Prepare for and conduct business requirement interviews
• Document business requirements, processes (level 1, 2 and 3) and data/reporting requirements
• Understand the client’s existing business processes and assist the client in defining improved business solutions based on the client’s strategic goals and constraints, based on Alpha Alternative’s industry Accelerator templates
• Work with clients to analyse their current and future business needs, recommend best practice solutions, and define and document project deliverables for these solutions
• Manages project progress, monitoring milestones and critical dates to identify potential jeopardy of schedule and identify / mitigate risk
• Produce detailed status reports, track actions, and manage progress meetings

Qualifications and Skills

• Minimum of 2-5 years of combined experience in Business Consulting, Business Analysis, System Implementations, Investment Management or Operations preferably within the Alternative Investment industry
• Strong understanding of Alternative Investment Manager Operating models, either through prior experience in fund operations role, fund administration role or auditing of Alternative Investment vehicles
• Exceptional communication, organisation, interpersonal & client-service skills
• Experience with strategy, operating and technology project execution and guiding clients through complex transformation initiatives
• Strong communication skills with the ability to create a compelling story from data analysis
• The ability to interact with vendors and partners to acquire technical information critical to a project’s requirements, costs or execution
• Strong project management and coordination skills
• Proven skills in documentation, process mapping (Visio), and other Microsoft Office tools
• Detail-oriented mindset with a passion for problem-solving and continuous improvement
• Hands-on knowledge of asset management industry systems a plus

Compensation and Benefits

• Competitive salary and bonus
• Learning and development: vast opportunities to self-development, unlimited access to LinkedIn Learning
• Flexible working: work-life balance with flexible schedule
• Community events: we offer a range of social events and meetups
• 25 days’ holiday in addition to public holidays
• Wellness initiatives to promote healthy working, including a gym reimbursement for those enrolled in our medical plans and an allowance for remote working technology

This is an excellent opportunity to join our growing Global consulting business, with the opportunity to get involved in a wide range of projects across the alternative investment industry. If you have any questions, please don’t hesitate to contact me directly!