Manager

Title

Manager (Asset & Wealth Management)

Expertise

Investment

Location

France

Role Responsibilities

• Post Merger Integration
• Operating Models Review & Design
• Solutions Selection and Implementation
• Digital Transformation
• Operational Benchmarking
• Change Management

Type of Projects

• Become an Investments Practice expert, ensuring the execution and delivery of transformation projects related to the Investments Management Value Chain: Front Office, Middle Office, Performance and Risk.
• Work on projects such as:
  • Defining client strategy, value proposition and roadmap by sharing industry key trends and best practices (both at technology and services level), assessing maturity and identifying the ‘hot topics’.
  • Reviewing or designing the Target Operating Model.
  • Assessing target solutions: driving the RFP process and supporting functional and non‑functional assessment with vendors to select the best solution.
  • Supporting the implementation (project/programme management, design, requirements engineering, training, migration, change management, ...).

Type of Responsibility

• Developing strategies and driving high‑quality work products within expected timeframes on budget.
• Developing and enforcing project approach and methodologies in alignment with assignment director.
• Managing project, monitoring progress, managing risks and ensuring key stakeholders are kept informed about progress of project and expected outcomes to ensure client efficiency.
• Develop and maintain long‑term client relationships and networks.
• Developing know‑how recognised by the major players in the financial industry and participation in the growth of the leader in Asset Management consulting.
• Staying abreast of current business and industry trends relevant to the client's business.

Specifics to the Investment Practice

• You will join a highly qualified team with strong expertise on Front Office, Middle Office, Performance and Risk processes. The team is spread across Europe, offering a good opportunity to work in an international context and learn about the country specifics.
• You will work on multiple types of projects linked to the Investments Value chain transformation listed in the above section.
• You will support the Investment practice growth by:
  • Organising events with clients such as peer groups or conferences.
  • Producing thought‑leadership content (AI, impact investments, evolution of operating models) or benchmarks of vendors solutions, data providers, or investment products.
  • Producing marketing packs to support our growth and develop our client network.
  • Share expertise within the practice by organising knowledge sharing session and learning tracks.

Role Requirements (Skills, Experience and Qualifications)

• A minimum of 5 years proven experience in consulting or projects, gained within a leading financial institution or consulting firm.
• Experience of projects engaged on Target Operating Model review and definition, business processes and/or IT solutions in some of the following areas: Portfolio management, Trading, Risk and Performance management, Middle‑Office (trade support and positions keeping, collateral and OTC derivatives administration, corporate actions).
• Strong knowledge of the financial instruments (vanilla, OTC, alternatives) and key Investments workflows.
• Demonstrating a strong curiosity and self‑learning abilities to become an expert on market trends, drivers and outlook of the Asset and Wealth Management market.
• Bonus if the candidate has worked with some market‑leading solution providers to the like of Bloomberg AIM, Blackrock Aladdin, Amundi Alto, Charles River IMS, Simcorp Dimension and others, covering both technological and business services offering.
• First‑class communication, presentation and problem‑solving skills with an excellent command of Microsoft Office.
• Proven track record in client relationship development. This should include examples of client account support/management and preferably geared towards supporting business development/sales initiatives.
• Stakeholder management and influencing skills – with both clients, colleagues and junior team members.
• Focus on team achievement, not just individual goals.
• Strong academic background from a top‑ranking business school or engineering school.
• Fluency in French and English is required.
• Eligible to work in France.

Benefits

• Competitive base salary.
• Share of the profits of the business as a % of base salary: each year the company distributes among its staff up to 30% of the profits measured through EBITDA.
• 25 working days of paid leave + 2 days off, 27 days in total.
• Lunch vouchers (10€).
• Life insurance and travel insurance.
• Laptop and mobile phone.
• Supportive, social and collaborative environment.
• Comprehensive training and development programmes (CAPM, Prince 2, CFA…).
• Fantastic opportunity to be more entrepreneurial in a growing market with a reputable company brand.
• An opportunity to make a significant contribution to Alpha value propositions, and to build and grow your own network within the Asset and Wealth Management industry.

Diversity and Inclusion

We are committed to employing individuals from all backgrounds, reflecting the multi‑cultural society we live in. We pride ourselves on operating an inclusive working environment and providing the best people to meet our client’s expectations of service.

Your Wellbeing

Ensuring that we prioritise the wellbeing and care of everyone is paramount. To support this, we have an established mentoring and employee oversight framework across all global locations and levels. At the same time, we continue to invest in our comprehensive training and development programme that builds confidence, consulting skills and industry content.