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 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.
#LI-NL1
Skills Required
- Experience as a Business Analyst, Consultant, or transformation professional in Wealth & Asset Management
- Strong stakeholder engagement and requirements gathering skills
- Understanding of AI technologies including Generative AI, GPT, and workflow automation
- Experience in digital or AI-enabled transformation programmes
- Analytical and adaptable mindset with knowledge of governance and operational risk
What the Team is Saying
Capco Compensation & Benefits Highlights
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Healthcare Strength — Health, dental, vision, EAP and fitness support are described as solid, reinforced by a global wellbeing program with mental‑health resources and financial‑wellness content.
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Leave & Time Off Breadth — Vacation & Paid Time Off and Sick Leave are characterized as strong, with flexible, hybrid working and family‑friendly policies also highlighted.
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Parental & Family Support — Parental leave is presented as a strong point alongside adoption, fertility and childcare benefits, with exact terms varying by country and role.
Capco Insights
What We Do
Capco, a Wipro company, is a global management and technology consultancy specializing in driving transformation in the energy and financial services industries. Capco operates at the intersection of business and technology by combining innovative thinking with unrivalled industry knowledge to fast-track digital initiatives for banking and payments, capital markets, wealth and asset management, insurance, and the energy sector. Capco’s cutting edge ingenuity is brought to life through its award-winning Be Yourself At Work culture and diverse talent. TRUSTED ADVISORS - Our collaborative and entrepreneurial approach position us as trusted long-term partners to our clients. DEEP EXPERTISE - Clients look to us for clear guidance, proven expertise, and the support they need to set their companies up for success. DISRUPTIVE SOLUTIONS- We do not provide off -the-shelf answers to clients’ challenges. Instead, we work in close collaboration to understand the issues, and craft disruptive, bespoke solutions. ACCOUNTABILITY AND OWNERSHIP - We recognize every client has distinct needs and expectations, and we take ownership and accountability for the solutions we design, build, and deliver.
Why Work With Us
We support and encourage an inclusive culture, entrepreneurial outlook and independent thinking. Capco is not about organizational charts and rigid hierarchies – we want all employees to feel that Capco is their firm to own and run. We believe diversity powers innovation. Be Yourself At Work (#BYAW) is an integral and underlying part of our culture
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Capco Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
