Consultant - Wealth & Asset Management

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About the team:
Capco's Wealth Management practice welcomes industry change as an opportunity to transform the way wealth and asset managers service their clients. As technology advances and generations evolve, wealth managers must embrace innovation to stay relevant and compete with their peers. At Capco, we combine deep expertise with practical industry know-how to help our clients confront some of their most pressing challenges. Our unparalleled experience generating digital strategies, defining client user journeys, creating operational efficiencies, and driving product innovation have made us sought after thought leaders in the financial services industry.
Our global team of 450+ specialized consultants partners with a wide array of wealth managers, asset managers, and FinTech companies. We offer end-to-end solutions that bring scale, efficiency, revenue, and customer satisfaction so that our clients can emerge as industry leaders.
About the Job:
As a Consultant on the Capco team, you will work in a fast-paced team setting, alongside industry experts. You will become an expert in cross-functional, end-to-end delivery that spans multiple products. Our people are client facing leaders who combine industry expertise with core consulting skills, such as problem statement framing, root cause analysis, client facilitation and the ability to interface with multiple personality types. You will leverage your learnings and consulting expertise to better understand how to help advance our clients' progress towards meeting their evolving needs.
What You'll Get to Do:

  • Design deliverable content to reflect the engagement contract
  • Present findings and recommendations to client leadership
  • Support the development process flows depicting pain points in the business process
  • Conduct detailed analyses to draw conclusions, and develop pertinent and insightful recommendations
  • Facilitate client interviews, client meetings and large workshops
  • Build quantitative models and analyze large and complex data sets to generate / support insights
  • Assist in the development of hypotheses and models/methods to test each hypothesis


What you'll bring with You:

  • 1.5+ years of experience in a financial services organization, or consulting firm with a clear record of expertise, accomplishment, and impact
  • Proven record of success in project delivery
  • Solid experience with Agile methodologies, ideally with experience using tools such as MS Project, JIRA and Confluence
  • Strong ability to work well in cross-functional teams, including the ability to engage with both technical and non-technical stakeholders
  • Experience advising and delivering change projects as part of a long-term strategic partnership with leading financial institutions
  • Excellent communication skills with the ability to liaise and influence a range of internal and external stakeholders
  • Bachelor's degree


Why Capco?
You will join a company that supports and encourages an entrepreneurial outlook and independent thinking. Capco is not about organizational charts and layers - we operate with little hierarchy because we want all employees to feel that Capco is their firm.
We offer highly competitive benefits, including medical, dental and vision insurance, a 401(k) plan, tuition reimbursement, and a work culture focused on innovation and creation of lasting value for our clients and employees.
Ready to take the Next Step ?
If this sounds like you, we would love to hear from you. This is an opportunity to make a difference and contribute to a highly successful company with a significant growth trajectory.
WAM

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Technology we use

  • Engineering
  • Product
  • People Operations
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • RubyLanguages
    • ReactLibraries
    • Node.jsFrameworks
    • Ruby on RailsFrameworks
    • SpringFrameworks
    • LookerAnalytics
    • Microsoft TeamsCollaboration

What are Capco Perks + Benefits

Capco Benefits Overview

- Health and wellness reimbursements for gym
memberships, classes, massages and public bike-sharing
- Generous vacation policy with unlimited sick leave
- Maternity and paternity leave
- Employee Assistance Program (EAP)
- Mental health awareness and support programs
-Childcare support
-Tuition Reimbursement

Culture
Volunteer in local community
Partners with nonprofits
OKR operational model
Open office floor plan
Hybrid work model
Diversity
Dedicated diversity and inclusion staff
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Financial & Retirement
401(K)
401(K) matching
Performance bonus
Charitable contribution matching
Child Care & Parental Leave Benefits
Childcare benefits
Generous parental leave
Adoption Assistance
Fertility benefits
Vacation & Time Off Benefits
Generous PTO
Paid holidays
Paid sick days
Office Perks
Commuter benefits
Fitness stipend
Professional Development Benefits
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Mentorship program

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