As an Associate in the Strategy & Business Development team, you will play a pivotal role in solving complex strategy problems and implementation issues. You will work closely with senior management to drive growth and innovation within the firm.
Job Responsibilities:
- Conduct competitive and market sizing analyses, including profiling competitors’ offerings and identifying industry growth drivers.
- Develop growth strategies by identifying customer segments, buying behaviors, and value propositions.
- Model business decisions, assess financial impacts, and determine cost structures.
- Define operating models and address organizational design and client coverage segments.
- Participate in client meetings as a subject matter expert.
- Manage or facilitate inter-LOB or intra-LOB initiatives.
- Develop key leadership communication and strategy materials, including for Investor Day and annual Operating Committee off-sites.
Required Qualifications, Capabilities, and Skills:
- Hypothesis-driven mindset with strong business intuition, creativity, and tenacity.
- Ability to structure ambiguous situations and apply problem-solving frameworks confidently.
- Strong quantitative skills, particularly in designing complex models in Excel.
- Ability to build consultative relationships with senior management and become a trusted partner.
- Proficiency in preparing clear, concise, and well-designed presentations in PowerPoint.
- Exceptional verbal and written communication and presentation skills, with experience presenting to senior management.
- Strong interpersonal leadership and influencing skills, with the ability to achieve goals without direct control over resources.
Preferred Qualifications, Capabilities, and Skills:
- Financial services background, especially in asset & wealth management, preferred but not mandatory.
- Relevant experience in consulting with a top-tier management consulting firm, internal consulting, corporate strategy team, or equivalent experience in the asset & wealth management industry.
- Quantitative background preferred but not required.