Capco

AI Business Analyst - Wealth & Asset Management

UK - London · Work style not stated

Apply on the employer’s site ↗See how well you match this job

You apply directly with the employer. ROLIVA does not submit applications from this page and is not the employer.

About the role

Description from the employer’s posting. Check the employer’s page for the current version.

EmployerCapco
LocationUK - London
Work styleWork style not stated
Employer posted5 months ago

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 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.

Show full description

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.

#LI-NL1

See how well you match this job Apply on the employer’s site ↗

Check your resume against this job Free, no sign-up. Nothing you paste is stored.

Staying safe while you apply

Never pay to apply, interview or accept an offer. ROLIVA never asks you for payment to apply to a job.
Apply only through the official “Apply on the employer’s site” button, on the employer’s own site, and check that a recruiter’s email uses that employer’s own domain rather than a free email address.
Be cautious of an offer made with no real interview, or pressure to decide quickly or share financial details early.

Does something look wrong with this listing? Use “Report broken link” in the role details, or read ROLIVA’s full job-safety guidance ↗.

Preparing for this role with ROLIVA

Check the fit.
Compare the requirements with the experience you have confirmed, including gaps.
Prepare honestly.
Build interview stories and application drafts from your own evidence.
Keep track.
Save the role and record your own application status and follow-ups.

Create a free workspace or log in.