You will be part of a dynamic, cross-cultural global team engaged in diverse business consulting projects within Capital Markets. As a key member of a world-class product management team, you will drive innovation and enhance user experiences in this evolving sector.
Your role will span multiple disciplines, including process consulting, experience design, business and data analysis, applied AI, technology strategy, program leadership, and change management. You will tackle complex challenges, develop creative and strategic solutions, apply cutting-edge business consulting frameworks, and leverage technical expertise to analyze data. Collaborating closely with client stakeholders, you will be instrumental in delivering measurable business outcomes and driving impactful transformation.
Here are some engagements our Capital Markets consultants are working on:
- Conducting strategic assessments to define future state functional / technical architecture to meet strategic client objectives leveraging Design Thinking, Service Blueprinting approach.
- Data transformation projects modernize outdated processes by integrating cloud-based solutions, enabling enhanced scalability, automation, and real-time data accessibility for optimized business operations
- Digitalization of Advisory Platforms covering end to end Advisory lifecycle from Prospecting to Portfolio Management
- Lead and execute data-driven projects focused on various financial concepts data pipelines and reporting; Product Master implementation, providing single source of truth for product-related data, ensuring consistency across trading, risk management, compliance, and reporting functions plus integration across financial systems
- Leverage Generative AI to automate UAT processes and optimize data pipeline development, ensuring efficiency, scalability, and seamless integration across enterprise systems
- Machine Learning driven personalization - life events, investment ideas, service alerts and assessment of client attrition risk
- Intuitive Advisor Power BI/Tableau Dashboard that provides an advisor full view of his/her book and action items
- Reimage Operations Users Experience to create an Intelligent Ops dashboard (with KPIs, Real-time notifications, SLAs etc.) with direct access to ops systems
Responsibilities
- Set product strategy and influence acceptance and adoption of that strategy with the end user’s experience at the center of their decision making.
- Manage the product line life cycle from the strategic planning to tactical initiatives for both vended and custom solutions.
- Functional analysis / SME for specific journeys. E.g.: Prospecting, Financial Planning, Portfolio Mgmt., Servicing, Onboarding, Advisor Dashboard
- Technical data analysis involves systematically examining large datasets to identify patterns, extract insights, and support data-driven decision-making through statistical methods, predictive modeling, and advanced analytical techniques.
- Specify the market requirements in relation to the business’ product for both existing and future products based on market research realized through interactions with the clients, consumers, and prospective users.
- Collaborate cross-functionally with business partners including engineering, marketing, design, and sales to allow for the smooth and efficient flow of product activities.
- Work closely with technical departments to ensure user needs are being met and resolve issues as they emerge and evolve.
- You will also lead / contribute to sales pursuits, consulting offerings and internal initiatives to participate in a variety of Firm building events.
- Scrum master
Basic Qualifications
- Bachelor’s degree or equivalent required
- Prior work experience of 7 years either in management consulting or directly working on advisory business, technology or operational change initiatives in Capital Markets industry.
- Demonstrated ability in defining, mobilizing, and delivering complex change programs in Asset / Capital Markets firms.
- Intermediate proficiency in SQL, Power BI and Tableau.
- Excellent presentation and facilitation skills with ability to build relationships at senior management and CXO levels
- Experience of collaborating with teams, comprising both IT and business specialists.
- Scrum/Agile experience
Preferred Qualifications / Skills
- Strong knowledge of Capital Markets industry and business models across North America.
- Advanced proficiency in SQL, Power BI, Tableau, Python, and API development for robust data analysis and visualization.
- Ability to interact with Financial Advisors, operations, technology and practice leaders alike to understand business models, pain points, regulatory obligations and craft innovative solutions to drive value while balancing standardization.
- PMI/Agile certified
- Experience working on industry leading managed account solutions / platforms.
- Experience in UX/UI programs in Capital Markets or Asset Management industry to improve client and/or advisor experience.
- Ability and willingness to work as part of a cross-cultural team including flexibility to support multiple time zones when necessary
- Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time.
General Information
- Location flexibility enabling our consultants to execute engagements while being based in their preferred location
- Flexible “Work from Home” policies and robust infrastructure support enabling uninterrupted remote access to work
- Internal training & leadership programs complemented by industry recognized certifications for reskilling and upskilling
- Formal counselor-counselee system aiding and driving well rounded career growth
- Dedicated mentorship programs, driven by the firm’s women leaders for select women consultants, to drive acclimatization and create future-ready leaders
- Return to Work program to ensure smooth transition for career returners, help new parents, and improve work flexibility
- Collaborative and open work environment for our consultants to share professional experiences and learn, and define their own success paths
- This job description may not cover or contain a comprehensive listing of all activities, duties and responsibilities that are required of the employee
Along with competitive pay, as a full-time Infosys employee you are also eligible for the following benefits :-
- Medical/Dental/Vision/Life Insurance
- Long-term/Short-term Disability
- Health and Dependent Care Reimbursement Accounts
- Insurance (Accident, Critical Illness , Hospital Indemnity, Legal)
- 401(k) plan and contributions dependent on salary level
- Paid holidays plus Paid Time Off
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