Business Consultant Fund / Wealth Management

Overview

In this role you will work with senior project teams to implement financial reporting solutions for a leading wealth management data platform. You will support data conversion, verification, and multi-platform deployments, while designing reporting components and interfaces. You gain practical training, including Prince2 certification, and take on meaningful responsibility from day one. You’ll collaborate cross-functionally to address fund data needs and client issues, contributing to large-scale implementations and delivering value to clients.

Pay / Benefits

• training across fund data
• Prince2 certification
• exposure to large-scale implementations
• serious responsibility from day 1

Responsibilities

• Analyse, design and create reporting solutions on a major platform
• Collaborate in project teams to implement a suite of products
• Advise on Fund Data and assist in client troubleshooting
• Perform data verification for client implementations
• Create and maintain specification documents for implementations
• Participate in internal product testing
• Support data conversion and system interface implementations
• Contribute to enterprise application and multi-platform database deployment

Key requirements

• 2:1 degree or higher in Computer Science / Maths, Finance or a related discipline
• Experience of Wealth Management or Fund Accounting
• Strong Financial Services knowledge
• Excellent interpersonal and communication skills
• Excellent analytical and problem solving skills
• Working knowledge of Microsoft Office (Word, Excel, Outlook)
• VBA or Excel Macros ideally
• Willingness to sign an NDA

• excellent interpersonal communication
• analytical mindset
• problem-solving ability
• SQL
• VBA/Excel Macros
• Microsoft Office applications

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