AWM Data & Platforms Delivery Lead

Asset & Wealth Management Consultants

Business Analyst – AWM Data & Transformation

We are looking for BAs who can go beyond requirements gathering – practitioners who understand the AWM operating model deeply enough to challenge client assumptions and shape the right solution from day one.

What we are looking for:

• Proven BA experience on data programmes within asset management, wealth management or investment management
• Strong understanding of AWM front‑to‑back processes including portfolio management, reporting, client servicing and operations
• Hands‑on experience with one or more AWM platforms: Aladdin (BlackRock), Avaloq, State Street Alpha, Northern Trust Whole Office, Charles River IMS, SimCorp Dimension, Temenos WealthSuite or Broadridge
• Comfortable translating complex business needs into clear technical requirements across structured and unstructured data environments
• Confident stakeholder management at all levels – from operations through to C‑suite – with the ability to challenge constructively where needed
• Experience working across data migration, platform implementation, regulatory reporting or TOM design programmes
• Familiarity with agile delivery methodologies and working in multi‑workstream programme environments

Technical Delivery Lead – AWM Data & Platforms

We are looking for technical delivery professionals who can bridge the gap between business intent and technology execution on complex AWM programmes – people who understand the platforms, the data landscape and the client environment well enough to lead delivery without being led by it.

What we are looking for:

• Technical delivery or programme management experience on AWM technology implementations or data transformation programmes
• Platform experience across one or more of: Aladdin (BlackRock), Avaloq, State Street Alpha / GX / Lending, Northern Trust Whole Office, Charles River IMS, SimCorp Dimension, Broadridge, Temenos, FNZ or equivalent
• Understanding of AWM data architecture, data warehousing, reporting infrastructure and integration patterns between custodian and front office platforms
• Track record of managing technical workstreams across SIT, UAT, data migration and cutover in complex, multi‑vendor environments
• Strong client presence – able to lead technical conversations with senior stakeholders and articulate risk, progress and decisions clearly
• Experience across regulatory or compliance‑driven programmes (MiFID II, EMIR, AIFMD, Solvency II) – a strong advantage
• Familiarity with cloud environments (AWS, Azure or GCP) and modern data tooling in an AWM context

What Both Roles Share

• Senior enough to operate independently with clients from day one
• Genuinely consultative – not order takers, but people who add shape and thinking to the work
• Comfortable in fast‑moving programme environments where the brief is not always fully formed
• Track record of delivery in regulated financial services environments
• Open to contract or associate‑based engagement models

Platform & Technology Exposure – Areas of Interest

Custodian & Core Platforms

• Aladdin by BlackRock (Enterprise and Wealth)
• Avaloq Banking Suite
• State Street Alpha / GX / Lending Suite
• Northern Trust Whole Office
• Charles River Investment Management Solution (IMS)
• SimCorp Dimension
• Broadridge Investment Management
• FNZ Wealth Platform
• Temenos WealthSuite

Data, Reporting & Integration

• Performance and attribution reporting platforms (StatPro, FactSet, Bloomberg PORT)
• Data management and governance tooling (Collibra, Informatica, Talend)
• Cloud data platforms (Snowflake, Databricks, Azure Data Factory)
• Regulatory reporting infrastructure and trade reporting platforms

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