Senior Associate, Financial Services Advisory (D&E)

Ankura is a team of excellence founded on innovation and growth.

Opportunity

Ankura’s Financial Services Advisory Practice is seeking highly motivated Senior Associates to join our dynamic and growing team. We serve the largest clients in the financial services industry including banking, capital markets, insurance, asset management, and fintech.  We solve our client’s toughest challenges with innovative solutions in Business Strategy and Transformation, M&A Advisory and Integration, Risk, Control and Compliance, and Data and Technology.

We rely on Senior Associates to play a critical role in delivering impactful solutions to our diverse client base. Our team works in an apprentice model; you will work with experienced senior leaders to develop your industry knowledge and consulting skills to contribute to and shape our project delivery, business development, and practice development efforts.

The role is structured as a hybrid position, allowing for a combination of remote work and on-site duties to balance flexibility with team interaction. When in office, the preferred locations are New York, Washington, DC, and Boston.

Responsibilities

• Project Delivery

  • Lead and participate in workstreams within complex consulting engagements of all sizes, ensuring high-quality deliverables and adherence to project timelines and budgets.

  • Conduct rigorous analysis of client data, synthesizing the analysis and generating creative hypotheses.

  • Develop practical and innovative solutions to address client needs.

  • Prepare clear and crisp work-product and present insightful and concise findings and recommendations to client stakeholders.

  • Contribute to the development of project plans, methodologies, and deliverables.

  • Oversee the work of junior team members, providing guidance, mentorship, quality assurance and constructive feedback.

  • Interact directly with clients, developing strong working relationships with client stakeholders at various levels.

• Business Development

  • Contribute to the development of proposals, presentations, and other business development materials.

  • Contribute to the development of thought leadership and intellectual property and provide support for industry/networking events.

• Practice Development

  • Contribute to the internal development of the Financial Services Consulting practice through knowledge sharing, methodology development, and training initiatives that also foster personal growth.

  • Stay abreast of industry trends, regulatory changes, and emerging technologies within the financial services sector.

  • Actively participate in team meetings and contribute to a positive and collaborative work environment.

Preferred Experience

• 2 - 4 years of consulting experience and/or on point industry experience.

• Demonstrable experience in one or more of the following financial services sectors: banking, capital markets, life / property & casualty / specialty insurance, asset management, or fintech.

• Proven ability to deliver high-quality results on complex projects.

• Strong analytical and problem-solving skills, with the ability to interpret complex data, understand anomalies, and develop actionable insights.  

• Business and data analysis experience applicable to a client’s strategic initiatives (e.g., grow revenue, decrease costs, mitigate risk).

• Experience in envisioning future state operating models and when comparing to the current state and designing the roadmap of initiatives to close the gap between the current and target future state.

• Experience in methods and tools for process improvement/efficiency, control enhancement, requirements for enabling technology and data, designing the organization of the future.

• Excellent written and verbal communication skills, including the ability to prepare effective and concise work product and present effectively to senior audiences and influence decision-making.

• Strong interpersonal and client management skills, with the ability to build rapport and trust.

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).

• Experience with relevant data analysis tools and techniques is a plus (e.g., SQL, Python, Tableau).

• Ability to work independently and as part of a collaborative team with clients, colleagues, and other stakeholders.

• Strong aptitude in program/project management and change management.

• Strong intellectual curiosity and problem-solving skills.

• Excited about growing your professional network and supporting business development activities.

Requirements

• Ability and willingness to travel approximately 50% of the time.

• Demonstrate the highest degree of professionalism, ethics, quality, and integrity.

• Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

• Dedication to taking personal ownership of work product and consistently meeting internal and external client deadlines and high-performance expectations.

Ankura is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability. Equal Employment Opportunity Posters, if you have a disability and believe you need a reasonable accommodation to search for a job opening, submit an online application, or participate in an interview/assessment, please email [email protected] or call toll-free +1.312-583-2122. This email and phone number are created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues unrelated to a disability, will not receive a response.