Senior Associate, Wealth & Asset Management Performance Improvement

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Description

Senior Associate, Wealth & Asset Management Performance Improvement

Alvarez & Marsal

London

Alvarez & Marsal ("A&M") is a global consulting firm with more than $2+ billion in revenues, c.8,500 staff and over 80 offices world-wide. We offer a broad range of professional services including Restructuring, Transaction Advisory, Performance Improvement, Corporate Transformation, Financial Institutions Advisory, Tax, Valuations, and Disputes and Investigation Services.

At A&M, we believe in the power of diverse teaming to solve complex problems, create value and drive change for our clients. We are a global market leader, and we are differentiated as a firm by our professionals' unique, varied backgrounds that allow us to serve our clients across the globe with both a practical and innovative approach. A&M's professionals work on some of the world's most high-profile engagements in a rapidly transforming financial services landscape, striving for game-changing solutions that provide impactful long-term change. Working directly with our client's management, A&M's involvement reassures all stakeholders that the company is taking important steps to address its problems and to maximise its value.

A&M's FSI team is expanding, and opportunities exist at the Senior Associate level within our Wealth and Asset Management team. The ideal candidates will have a successful track record of contributing to projects within the WAM sector, specifically within cost reduction, performance improvement, target operating model design, transformation plan creation and implementation, and technology strategy definition.

As part of a highly skilled team, you will have the opportunity to;

• Contribute to a wide range of projects & work streams
• Participate in rapid diagnostics through analytical and qualitative insight to identify opportunities to reduce cost & improve client performance
• Develop and execute transformation plans including new target operating models, post-merger integrations and carve outs, cost reduction and revenue enhancement opportunities
• Support clients in the design and definition of strategy and revenue growth
• Gain 'on the job' learning & development in addition to established formal training programmes
• Network with our wider service lines and work on external marketing events to build cross- service line relationships

The successful candidate will also have the opportunity to lead and be involved in business development activities and will join the team meetings where WIP, project pipeline, resourcing, marketing and business development initiatives are discussed. You will be actively involved in these discussions and be an integrated part of the Wealth and Asset Management team.

Requirements:

• Industry knowledge:
  • Deep understanding of the wealth and asset management sector including service providers, technologies, and vendors.
  • Knowledge of financial markets and products, investment strategies, industry trends, and regulatory environments
  • Experience gained within a WAM focused team in a big-4 consulting firm, MBB or other respected advisory firms
  • Experience in strategy, and transformation working within the wealth and asset management sector

• Technical Skills
  • Experience with the technology and data ecosystems of modern wealth and asset management firms (and the service providers that support them); OMS systems; technology integration and implementation projects.
  • Knowledge of digital trends and innovations in wealth and asset management, including fintech solutions and digital client engagement platforms
  • Understanding of industry regulations and compliance standards e.g. MiFID II, FATCA, and AIFMD.

• Consulting Skills
  • Strong analytical and problem-solving skills to address complex business challenges and develop actionable recommendations.
  • Ability to critically assess information and derive meaningful insights
  • Skills in planning, executing, and overseeing projects, including managing timelines, resources, and budgets.
  • Ability to create and deliver clear, concise, and compelling presentations to clients and stakeholders.
  • Methodical and logical mindset to problem solving, an effective approach to time management and the ability to work to tight deadlines and in teams

• Qualifications and Certifications
  • Strong academic track record combined with an action-oriented approach and well-developed analytical skills
  • Relevant professional certifications an advantage, e.g. CFA (Chartered Financial Analyst); CAIA (Chartered Alternative Investment Analyst); IMC (Investment Management Certificate); Financial Risk Manager (FRM)
  • Fluent business level English is essential. Additional European language skills including French, Spanish, Dutch, German or Italian are highly desirable

The successful candidate will contribute to pan-European projects that will build the profile and reputation of A&M Wealth and Asset Management capability within the Financial Services industry. They will reflect the operational distinctiveness that is A&M; a business savvy, solution-focused business entrepreneur who is determined to make a difference and not afraid to challenge the status-quo.

Why A&M?

Companies, investors, lenders and government entities around the world turn to Alvarez & Marsal (A&M) when conventional approaches are not enough to activate change and achieve results.

Privately-held since 1983, A&M is a leading global professional services firm that delivers performance improvement, turnaround management and business advisory services to organizations seeking to transform operations, catapult growth and accelerate results through decisive action. Our senior professionals are experienced operators, world-class consultants and industry veterans who draw upon the firm's restructuring heritage to help leaders turn change into a strategic business asset, manage risk and unlock value at every stage.

When action matters, find us at www.alvarezandmarsal.com

Diversity & Inclusion:

A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity and we foster inclusiveness. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.