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, 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

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.

Capco does not and shall not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. In order to track the effectiveness of our recruiting efforts, please consider participating in the optional questionnaire.

AI Business Analyst - Wealth & Asset Management

Job description