AI Business Analyst - Wealth & Asset Management

About the Position

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

Responsibilities

• 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.

Requirements

• 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.

Nice to Have

• Experience supporting transformation programs 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.

We Offer

• 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, a 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.

About the Company

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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