Asset and Wealth Management Domain Consultant

Overview

Remote
$160,000 - $200,000
Full Time

Skills

Acceptance Testing
Business Acumen
Customer Focus
Customer Relationship Management (CRM)

Job Details

Job Description

The client is seeking an Asset and Wealth Management Domain Consultant to join the BFSI Analytics and Insights team. This consultant must be thoroughly knowledgeable across a broad spectrum of Capital Markets areas: Asset and Wealth management, Full Service Banks, FinServ utilities, Broker-Dealers, Custodians and have an aptitude to understand and create business, analytics, and data-oriented processes. Responsible for managing the change and transformational project requirements for capital markets engagements.

Key Skills and Responsibilities

  • Asset and Wealth Management Industry PoVs, Pre-sales Support, Business transformation propositions.

  • Understanding the full lifecycle of trades in FI, Equity and Derivatives.

  • Lead and facilitate project meetings & workshops effectively and produce documentation such as Business Requirement Documents, Functional Specification. Documents, Business Process Flows and Data Flow Diagrams

  • Client and Internal Relationship Management and Presales Support

  • Front to Back operational processes involved for execution to settlement from a Data view

  • Support workflows around Trading with a firm understanding of ( any one in depth)

    • Risk Management

    • Compliance

    • Data Lineage/Integrity/Stewardship

    • Customer Enablement/CRM/Onboarding

    • Internal/External Reporting

Must have skills

  • Good product knowledge covering all investment classes FI, Equity and Derivatives.

  • An excellent understanding of end to end trade flow process

  • Good product knowledge covering all investment classes including OTC derivatives

  • An excellent understanding of end to end trade flow process

  • Asset management experience/knowledge

  • Specification. Documents, Business Process Flows and Data Flow Diagrams.

  • Excellent communication skills

  • Delivery and implementation skills, including assisting business users with UAT testing and obtaining sign-off from key stakeholders.

Applications used in achieving the above Need to understand overview of (Any 1)

  • BlackRock Aladdin

  • Charles River

  • Simcorp

  • Charles Schwab

  • Bloomberg

  • Wall Street Office

  • Murex

Data Analytics Platform/ Tool Exposure

  • Databricks

  • Snowflake

Good to Have

  • Knowledge of Agile delivery, SDLC, technical architectures, AI/ML processes and data oriented lifecycles

  • Experience of assimilating a lot of detailed information, identify the important points and present them back in the appropriate format

  • Ability to look at the bigger picture and make connections

  • Business modelling and diagramming for the purpose of explaining complex issues

  • Process maps and operating model design and definition

  • Highly developed PowerPoint and presentation skills

  • Understanding of databases of SQL skills, ETL skills like Abintio etc.

  • Experience of complex and large change projects and analysis of the end-to-end data and operating model

  • Expertise in eliciting, analyzing, prioritizing and validating requirements and building partnerships with business stakeholders

  • Ability to plan & monitor own work activities meeting time and quality targets.

  • Thrive in a team environment.

  • Build and maintain excellent work relationships.

Qualifications:

13+ years of relevant experience

The consultant has to be thoroughly knowledgeable across a broad spectrum of Capital Markets areas: Asset and Wealth management, Full Service Banks, FinServ utilities, Broker-Dealers, Custodians and have an aptitude to understand and create business, analytics, and data-oriented processes.

Prior experience in Banking Financial and Insurance combined with strong articulation skills, strategic Thinking exposure, Leadership traits, Strong business acumen, Customer focus, Social are essential Excellent communication and presentation skills, experience of working senior / executive stakeholders from IT and Business.

Candidate will interface with external stakeholders like Customer (CDO,CAO,CMO,COO,CIO,CTO, Senior executives and other CXOs/Senior Data related stakeholders) and Partners; Internal Stakeholders like Geo Sales, Presales & Delivery, Practice, ISU Relationship Teams. On Financial front, Candidate will Direct Revenue through consulting/advisory/delivery services and influenced opportunities resulting in downstream revenues. Must strive to maintain billability thru strategic/consultative engagements. Represent Client's A&I unit in customer workshops, panel /speakers in key events and proposal discussion.

Must Have Skills: Thorough understanding across a broad spectrum of Capital Markets areas: Asset and Wealth management, Full Service Banks, FinServ utilities, Broker-Dealers, Custodians and have an aptitude to understand and create business, analytics, and data-oriented processes

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.