AI Business Analyst - Wealth & Asset Management

About this role

AI Business Analyst -Wealth & Asset Management

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

Help shape the future of wealth and asset 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 You’ll 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 We’re 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

We’re committed to a barrier-free, inclusive recruitment process. If you need any adjustments at any stage, just let us know – we’ll 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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