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 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 You’ll 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 We’re 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
We’re committed to a barrier-free, inclusive recruitment process. If you need any adjustments at any stage, just let us know – we’ll 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.
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