AI Business Analyst Wealth & Asset Management

AI Business Analyst -Wealth & Asset Management

Location: London (Hybrid) Practice Area: Wealth & Asset Management Type: Permanent

Help shape the future of wealth andasset 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 Youll 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 Were 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

Were committed to a barrier-free inclusive recruitment process. If you need any adjustments at any stage just let us know well 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.

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