AI Business Analyst -Wealth & Asset Management
Location: London (Hybrid) | Practice Area: Wealth & Asset Management | Type: Permanent
Help shape the future of wealth and asset management through client-led transformation, thoughtful delivery, and meaningful commercial impact.
**Please note we WAM experience is essential for this role**
The Role
We are looking for a collaborative and commercially minded consultant to support clients across the Wealth & Asset Management sector. You will work on strategic and operational challenges that improve client experience, strengthen delivery, and support business growth.
What Youll Do
- Support wealth and asset management clients on transformation initiatives across advisory, operations, and digital change.
- Help define and deliver practical solutions that improve client journeys, strengthen governance, and create measurable outcomes.
- Work closely with senior stakeholders to shape project direction and support successful delivery.
- Contribute to business development through insight, analysis, and a strong understanding of the WAM market.
- Build trusted relationships with clients and colleagues through clear communication and consistent execution.
What Were Looking For
- Experience in wealth and asset management, financial services, or a closely related consulting environment.
- Strong stakeholder management skills and the ability to work effectively across multidisciplinary teams.
- Commercial awareness and a good understanding of the pressures facing WAM firms.
- A structured, analytical approach with the ability to turn complexity into clear actions.
- A collaborative mindset and the confidence to contribute in a fast-moving, client-facing environment.
Bonus Points For
- Experience supporting transformation programmes in wealth, asset management, 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 a financial services setting.
- An interest in market trends shaping the future of wealth management.
Why Join Capco
- Deliver meaningful change across wealth and asset management clients.
- Work in a collaborative, flat, and entrepreneurial consulting culture.
- Access continuous learning, training, and industry certifications.
- Be part of a team shaping the future of digital financial services.
- Help shape the future of transformation across financial services and energy.
Benefits
- 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. Take your pick; workshops, certifications, e-learning. Also, Business Coach assigned from Day One.
- Healthcare Access: Convenient online GP services.
- Extra Perks: Gympass (Wellhub), travel insurance, Tastecard, season ticket loans, Cycle to Work, and dental insurance.
Inclusion at Capco
Were committed to a barrier-free, inclusive recruitment process. If you need any adjustments at any stage, just let us know well be happy to help. We welcome applicants from all backgrounds. At Capco, we value the difference you make, and the differences that make you. Our #BeYourselfAtWork culture champions diversity, equity and inclusivity, and we bring a collaborative mindset to our partnerships with clients and colleagues. #BeYourselfAtWork is the cornerstone of our success and a value that our employees live and breathe every day.
#LI-NL1
