AI Business Analyst - Wealth & Asset Management
Core
Support Wealth & Asset Management clients on transformation initiatives across advisory, operations, and digital change to improve client experience and business growth.
Role type
Senior IC Business Analyst (Wealth & Asset Management)
Builds
Practical solutions for client journeys, governance, and business growth in the WAM sector
Domain
Financial Services / Wealth & Asset Management
Deliverable
client delivery
Required skills
Experience in wealth and asset management, financial services, or consulting; Strong stakeholder management; Commercial awareness; Structured, analytical approach; Collaborative mindset
Preferred skills
Experience supporting transformation programmes in WAM or investment operations; Knowledge of regulatory, operating model, or client journey change within WAM; Familiarity with agile delivery, process improvement, or business analysis; Exposure to technology-enabled change in financial services
Responsibilities
Support clients on transformation initiatives across advisory, operations, and digital change; Define and deliver practical solutions to improve client journeys and governance; Work with senior stakeholders to shape project direction; Contribute to business development through insight and analysis
Seniority
Senior, hands-on IC