Asset & Wealth Management Consultants Full Time NEW

SR2 – Socially Responsible Recruitment

Asset & Wealth Management Consultants

Business Analysts | Technical Delivery Leads | London/Edinburgh

SR2 Consulting has secured delivery positions within a leading global financial services consultancy across a number of won programmes mobilising in July 2026. We are now actively looking for experienced, client-facing professionals who have operated at the intersection of data, technology and asset or wealth management – people who can shape thinking at the Front End and drive delivery through to outcome.

Business Analyst – AWM Data & Transformation

We are looking for BAs who can go beyond requirements gathering – practitioners who understand the AWM operating model deeply enough to challenge client assumptions and shape the right solution from day one.

What we are looking for:

• Proven BA experience on data programmes within asset management, wealth management or investment management
• Strong understanding of AWM front-to-back processes including portfolio management, reporting, client servicing and operations
• Hands-on experience with one or more AWM platforms: Aladdin (BlackRock), Avaloq, State Street Alpha, Northern Trust Whole Office, Charles River IMS, SimCorp Dimension, Temenos WealthSuite or Broadridge
• Comfortable translating complex business needs into clear technical requirements across structured and unstructured data environments
• Confident stakeholder management at all levels – from operations through to C-suite – with the ability to challenge constructively where needed
• Experience working across data migration, platform implementation, regulatory reporting or TOM design programmes
• Familiarity with agile delivery methodologies and working in multi-workstream programme environments

Technical Delivery Lead – AWM Data & Platforms

We are looking for technical delivery professionals who can bridge the gap between business intent and technology execution on complex AWM programmes – people who understand the platforms, the data landscape and the client environment well enough to lead delivery without being led by it.

What we are looking for:

• Technical delivery or programme management experience on AWM technology implementations or data transformation programmes
• Platform experience across one or more of: Aladdin (BlackRock), Avaloq, State Street Alpha/GX/Lending, Northern Trust Whole Office, Charles River IMS, SimCorp Dimension, Broadridge, Temenos, FNZ or equivalent
• Understanding of AWM data architecture, data warehousing, reporting infrastructure and integration patterns between custodian and Front Office platforms
• Track record of managing technical workstreams across SIT, UAT, data migration and cutover in complex, multi-vendor environments
• Strong client presence – able to lead technical conversations with senior stakeholders and articulate risk, progress and decisions clearly
• Experience across regulatory or compliance-driven programmes (MiFID II, EMIR, AIFMD, Solvency II) a strong advantage
• Familiarity with cloud environments (AWS, Azure or GCP) and modern data tooling in an AWM context

What Both Roles Share

• Senior enough to operate independently with clients from day one
• Genuinely consultative – not order takers, but people who add shape and thinking to the work
• Comfortable in fast-moving programme environments where the brief is not always fully formed
• Track record of delivery in regulated financial services environments
• Open to contract or associate-based engagement models

Platform & Technology Exposure – Areas of Interest

Custodian & Core Platforms:

• Aladdin by BlackRock (Enterprise and Wealth)
• Avaloq Banking Suite
• State Street Alpha/GX/Lending Suite
• Northern Trust Whole Office
• Charles River Investment Management Solution (IMS)
• SimCorp Dimension
• Broadridge Investment Management
• FNZ Wealth Platform
• Temenos WealthSuite

Data, Reporting & Integration:

• Performance and attribution reporting platforms (StatPro, FactSet, Bloomberg PORT)
• Data management and governance tooling (Collibra, Informatica, Talend)
• Cloud data platforms (Snowflake, Databricks, Azure Data Factory)
• Regulatory reporting infrastructure and trade reporting platforms

Express Your Interest

If you have senior AWM delivery experience and are open to exploring contract opportunities mobilising from July 2026, we would like to hear from you. Please get in touch with your CV and a brief note on your platform and programme background.