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Work with stakeholders across wealth and asset management organisations to identify, analyse, and define AI-enabled business opportunities across investment operations, client servicing, onboarding, reporting, and operational workflows. - Facilitate workshops, gather and document requirements, analyse business processes, and support the translation of operational and client challenges into practical AI-enabled solutions. - Support Agile and hybrid delivery programmes by contributing to backlog refinement, user stories, acceptance criteria, governance reporting, stakeholder coordination, and delivery activities. - Partner with AI engineers, architects, product owners, and transformation teams to support the development, testing, validation, and rollout of AI-enabled capabilities within regulated investment and wealth management environments. - Contribute to responsible AI adoption by supporting governance, risk, compliance, operational readiness, training, and change management activities across client organisations. What We’re Looking For
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Experience working as a Business Analyst, Consultant, or transformation professional within Wealth & Asset Management environments, including exposure to investment management, private banking, asset servicing, or wealth platforms. - Strong stakeholder engagement, requirements gathering, workshop facilitation, and communication skills, with the ability to translate technical concepts into business-focused outcomes for operational and client-facing teams. - Understanding of AI technologies and the wider AI/ML ecosystem, including Generative AI, GPT, Copilot, NLP, workflow automation, or agentic AI use cases relevant to wealth and asset management. - Experience supporting digital, data, or AI-enabled transformation programmes, with exposure to Agile delivery methodologies, business process analysis, and change adoption activities. - Analytical and adaptable mindset, with an understanding of governance, operational risk, regulatory considerations, and responsible AI adoption within financial services. Bonus Points For
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Previous consulting or advisory experience supporting Wealth & Asset Management clients within a professional services environment. - Experience supporting AI product delivery, workflow automation, client servicing transformation, or operational efficiency initiatives within investment or wealth management functions. - Familiarity with investment operations, portfolio management workflows, client lifecycle processes, regulatory reporting, or data management within wealth and asset management. - Experience developing reports, dashboards, presentations, or management information to support AI performance tracking and business decision-making. - Exposure to tools and platforms such as Microsoft Copilot Studio, Power Platform, Power Automate, enterprise AI ecosystems, or investment operations technologies. ## Benefits
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Core Benefits: Discretionary bonus, competitive pension, health insurance, life insurance and critical illness cover. - Mental Health: Easy access to CareFirst, Unmind, Aviva consultations, and in-house first aiders. - Family-Friendly: Maternity, adoption, shared parental leave, plus paid leave for sickness, pregnancy loss, fertility treatment, menopause, and bereavement. - Family Care: 8 complimentary backup care sessions for emergency childcare or elder care. - Holiday Flexibility: 5 weeks of annual leave with the option to buy or sell holiday days based on your needs. - Continuous Learning: Minimum 40 Hours of Training Annually: workshops, certifications, and e-learning tailored to your development goals. Business Coach assigned from Day One to help accelerate your career growth. - Healthcare Access: Convenient online GP services. - Extra Perks: Gympass (Wellhub), travel insurance, Tastecard, season ticket loans, Cycle to Work, and dental insurance.
