Associate Director, Investment Management and Wealth Platforms

Connect to your Industry

Our people and the way we work are the two things that set us apart in the consulting universe. For us, collaboration is fundamental to success, along with an unrivalled depth and breadth of expertise. We work closely with our clients and each other, at every stage of every project, solving our clients' trickiest problems with a mix of knowledge, creativity, and intellectual rigour. A hugely diverse range of clients rely on us to deliver the kind of change that adds genuine, lasting value to their business.

Our Investment and Wealth Management clients engage us to solve their most complex problems, and to help shape and deliver solutions in a rapidly changing marketplace. We harness our deep industry experience across front, middle and back office to collaboratively drive transformational change and make lasting impacts.

Want to work with the latest technologies as part of a team helping international organisations transform their core business capabilities? Whether you're working with on-premises systems, Cloud technology, or custom developed solutions (to name just a few), your expertise will help clients deliver continuous improvement and innovation, from initial design right through to implementation and optimization.

Connect to your career at Deloitte

Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more.

What brings us all together at Deloitte? It’s how we approach the thousands of decisions we make every day. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, wherever we are in the world, we lead the way, serve with integrity, take care of each other, foster inclusion, and collaborate for measurable impact. These five shared values lead every decision we make and action we take, guiding us to deliver impact how and where it matters most.

Connect to your opportunity

• Significant experience working in Investment Management, including significant knowledge of front, middle, and/or back office capabilities and key trends impacting these capabilities in the market.
• Experience driving change and impacting operating models of Investment Managers.
• Experience in outsourced models in Investment Management, including experience of technology platform providers.
• A track record of designing, delivering and leading transformational change in the Investment Management market.
• Proven ability to mobilise and motivate teams, establishing the specific day-to-day plans, projects and objectives needed.
• Broad network in technology / operations functions across Investment Managers, technology providers, and Asset Servicers.
• Experience in leading client relationships and managing key stakeholders to resolve issues.
• Able to articulate complex ideas to client stakeholders.
• Have an understanding of risk, how to mitigate risk and protect the firm’s reputation.
• Have a “can do" attitude with a real willingness to learn and participate.
• Bring enthusiasm and passion for the delivery of market leading solutions that make a difference.

Connect to your skills and professional experience

Essential:

• Demonstrable experience in delivering technology transformation to investment managers, wealth managers, or hedge funds through various ways of working, including waterfall and agile methodologies.
• Excellent stakeholder management and communication skills with the ability to engage and influence senior stakeholders and a broad range of individuals and teams across various disciplines.
• Analytical and problem-solving skills with the ability to clarify ambiguous requirements and make sound judgement in situations with incomplete information.
• A strong understanding of the investment management and wealth industry, its business processes, data lifecycle and relationships.
• Strong communication, and interpersonal skills, and ability to work with senior investment staff.
• Asset Class knowledge of Fixed Income, Equities, FX, Derivatives, etc.
• Experience in managing a distributed workforce and using the most appropriate communications channels in delivering both internal and external projects.

Desirable:

• Investment management and wealth platform experience, such as Aladdin, Charles River, Sim Corp and FNZ or equivalent.
• Appreciation of emerging technology and trends within the Investment Management and Wealth industry.
• Experience in process improvement and Target Operating Model design.
• Experience leading medium or large delivery projects and programmes.
• Experience managing budget and coordinating resources.
• Strong proficiency in project management tools such as Jira, Confluence and MS Project.
• Recognised delivery certification(s). AgilePM, Prince2 Practitioner, MSP, PMI, Certified Scrum Master, Certified Product Owner, SAFe or ITIL, or equivalent.
• Recognised Industry qualification(s) - IMC (Investment Management Certificate), CFA (Chartered Financial Analyst), IOC (Investment Operations Certificate) or equivalent.
• Internal or external consultancy experience.

Connect to your business - Technology and Transformation

Distinctive thinking, deep expertise, innovation and collaborative working. That’s what connects us. That’s what makes us Deloitte. If you want to help solve some of the biggest tech and transformational challenges around, join us. Together, we’ll make an impact that matters.

Engineering, AI and Data

We lead transformation at the heart of our clients; re-engineering the core of our clients’ organisations, helping to unleash growth, and creating better futures for their customers, citizens and employees.

Personal independence

Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request.

Connect with your colleagues

“What attracted me to Deloitte were the endless opportunities and the collective experience of other like-minded individuals. Deloitte’s clients include many of the world’s largest organisations; I wanted to be part of a team that made a difference that I could be proud of." - Dan, Technology and Transformation

"I get to work on projects that help clients in a sector I feel truly passionate about." - Rhiannon, Technology and Transformation

“Everyone always says “it’s the people," and that’s true. Working for a brand you feel proud of feels pretty good too. And you don’t have any stress about fitting into a particular stereotype, because there are so many different types of people in Deloitte Digital." - Gillian, Technology and Transformation

Our hybrid working policy

You’ll be based in London hybrid working.

At Deloitte we understand the importance of balancing your career alongside your home life. That’s why we’ll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you’ll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You’ll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritise your wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role.

Connect to your return to work opportunity

Are you looking to return to the workplace after an extended career break?

For this role we can offer coaching and support designed for returners to refresh your knowledge and skills, and help your transition back into the workplace after a career break of two years or more. If this is relevant for you, just let your recruiter know when you make your application.

Our commitment to you

Making an impact is more than just what we do: it’s why we’re here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before.

We want you. The true you. Your own strengths, perspective and personality. So we’re nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we’ll take your wellbeing seriously, too. Because it’s only when you’re comfortable and at your best that you can make the kind of impact you, and we, live for.

Your expertise is our capability, so we’ll make sure it never stops growing. Whether it’s from the complex work you do, or the people you collaborate with, you’ll learn every day. Through world-class development, you’ll gain invaluable technical and personal skills. Whatever your level, you’ll learn how to lead.

For a full job description please visit our online Deloitte Careers portal.