Asset Management Consultant

at  Capco

Joining Capco means joining an organisation that is committed to an inclusive working environment where you’re encouraged to #BeYourselfAtWork. We celebrate individuality and recognize that diversity and inclusion, in all forms, is critical to success. It’s important to us that we recruit and develop as diverse a range of talent as we can and we believe that everyone brings something different to the table – so we’d love to know what makes you different. Such differences may mean we need to make changes to our process to allow you the best possible platform to succeed, and we are happy to cater to any reasonable adjustments you may require. You will find the section to let us know of these at the bottom of your application form or you can mention it directly to your recruiter at any stage and they will be happy to help.
The asset management industry is undergoing a period of modernisation and transformation. Market volatility, changing client behaviours, technology advances and margin pressures are all adding a level of unprecedented complexity for these business models. Senior executives are faced with pressures to balance business growth whilst trying to achieve high levels of profitability under a tighter regulatory regime.
Capco is a key consulting partner to the leading asset managers, supporting the definition and execution of their strategic priorities. Our work ranges from client service proposition design, through to business model reviews, regulatory change, digital and operating model transformation and technology platform implementation. We partner with our clients to deliver sustainable and tangible commercial value through impactful business and technology change.
Over the last couple of years, our Wealth & Asset Management practice has grown rapidly, and we expect that momentum to continue. To support this growth, we are looking for candidates with good asset management industry knowledge across experience levels from Consultants and Principal Consultants to join the team.

About You

• You will share our vision and passion to make business and operating models more resilient and efficient, with an aim to drive better wealth accumulation, investment returns and retirement outcomes
• You will have operational or change experience in the asset management industry
• You will want to challenge the status quo and explore new methods and technologies that can benefit our clients
• You must be passionate about delivering change from strategy through to solution implementation
• Capco projects can touch on many parts of an asset management business, so we need people with knowledge and experience of fund manufacturing, sales & distribution, portfolio management, trading, fund operations and associated technology platforms and solutions.
• You will bring knowledge of how asset managers deliver value to end-clients, control their costs and grow their business
• You will broadly know the rules and regulations that they comply with and will possess expertise in a business process area, key systems, or the client and intermediary relationships they serve

The client engagements you will work on or lead could involve;

• Target Operating model design and implementation
• Outsourcing and service provider oversight
• Portfolio Migration

• Operations transformation and automation. EG:

• • Liquidity/Collateral/FX Management
• Trade Lifecycle/Trade Management
• Pre-Trade/Trade Lines Management (broker onboarding)
• Client Onboarding
• Institutional Account Onboarding (custodians, trade admin, client reporting)
• Portfolio Servicing
• Operational efficiencies reviews
• Risk & controls framework reviews and remediation
• Anti-financial crime model reviews and remediation
• Product development reviews
• Regulatory change and execution including for example MIFID II, GDPR, SFDR, EU Taxonomy Regulation (EU TR) and SMCR
• Client journey and digital experience
• Core platform selection and implementation
• Business architecture design including connectivity between systems, data flows and processes

Successful candidates will bring;

• Passion to solve complex, ambiguous problems and deliver sustainable solutions
• The ability to engage, persuade and win the trust of client stakeholders of all levels
• Demonstrate key behaviours and values that befit a strong team player
• Interest and aptitude in business development, including for example preparing proposals
• Willingness to lead and support internal Capco contribution, for example Thought Leadership, Recruitment events, and Market Research
• Qualifications that can help but are not mandatory for example PMP, Prince2, Lean Six Sigma and CFA Investment Management Certification (IMC)