CONSULTANT - WEALTH & ASSET MANAGEMENT

Capco
Full-time
New York
$98,000 - $112,000
Posted on 2 months ago

Job Description

Capco is seeking a Consultant to join their Wealth & Asset Management team. The role involves designing and implementing solutions for complex business challenges in financial organizations, conducting research and analysis, facilitating client interactions, and contributing to practice growth. The consultant will work in a fast-paced environment alongside industry experts to become proficient in financial products, processes, and technology.

Responsibilities

  • Design and implement solutions to complex business challenges
  • Develop high-quality consulting deliverables
  • Conduct research and quantitative analysis
  • Facilitate client interviews and workshops
  • Contribute to practice growth
  • Support strategic initiatives
  • Develop thought leadership

Requirements

  • 2+ years of experience in wealth or asset management
  • Experience in management consulting or similar roles
  • Knowledge of wealth or asset management products and platforms
  • Proven project delivery success
  • Proficiency in Microsoft Excel and PowerPoint
  • Familiarity with Agile methodologies is a plus
  • Excellent communication skills
  • Bachelor’s degree required

Benefits

  • No benefits