Alternative Assets Principal Consultant

About the Team:  

Capco is a global business and technology consultancy, focused on the financial services sector. We are passionate about helping our clients succeed in an ever-changing industry. 

Capco’s Wealth & Asset 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. 

About the Job:  

As a Principal Consultant in the Wealth & Asset Management practice, you will work in a fast-paced team setting alongside industry experts on cross-functional projects that span various products, platforms, and services. You will leverage core consulting skills such as problem statement framing, root cause analysis, process rationalization, and communication strategies to effectively advise and guide our clients. 

What you'll get to do

We’re currently searching for an experienced business analyst to help guide the development of systems which provide cutting-edge alternative assets to clients. Capco is helping a client build platforms which support alternative investments for their clients and we are looking to bring on an expert with a deep understanding of alternative assets, portfolio management/trading systems & processes, and strong skills as a business analyst to help with the creation of requirements and overseeing the execution of the vision.

• Determine and write user requirements & user stories, to ensure maximum usability, taking into account user experience
• Identify best practices and make decisions by evaluating data
• Serve as a thought leader for the products and the technical business processes – creating the vision for developing innovative systems prototypes
• Create and implement precise project management plans
• Ensure transparent communication at all levels and ensure awareness of requirements across business units
• Perform, evaluate, and communicate quality assurance at every stage of systems development
• Write user stories for alternative asset platform features
• Partner with stakeholders across business units (ex: portfolio managers, quants, marketing, operations, risk, compliance) to develop analyses and documentation in a collaborative way
• Communicating effectively and efficiently with all stakeholders, occasionally providing senior leadership with monthly status reports
• Evaluate, analyze, and communicate systems requirements
• Author and update internal and external documentation, and formally initiate and deliver business requirements and documentation

What you'll bring with you

• Five or more years of experience in a business analyst or project manager role within a financial institution
• Knowledge of alternative assets (real estate, private equity, private credit)
• Understanding of back-office operations (portfolio management/trading/compliance systems)
• Proven analytical abilities
• Strong familiarity with Word, Excel, and PowerPoint
• Experience in generating process documentation and reports
• Excellent communication skills
• Bachelor’s degree (or equivalent) with an understanding of technology
• Strong working knowledge of other Microsoft applications, including Visio
• Proven ability to manage projects 

Why Capco?

A career at Capco is a chance to help reshape the competitive landscape in financial services. We launch new banks, transform existing ones, and help our clients navigate complex change. As consultants, we work on the front-end business design all the way through to technology implementation.

We are the largest Financial Services focused consultancy in the world, serving everyone from global banks to emerging FinTechs, from strategy through digital transformation, design, business consulting, data and analytics, cyber, cloud, technology architecture, and engineering.

Capco is a young and growing firm. We maintain an entrepreneurial spirit and growth mindset and have minimal bureaucracy. We have no internal silos that get in the way of your career opportunities or ability to focus on our clients and make a difference to the business. We offer the opportunity for everyone to learn rapidly, take on tough challenges, and get promoted quickly. We take pride in our creative, collaborative, diverse, and inclusive culture, where everyone can #BYAW.

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

#LI-KB1