France - Asset & Wealth Management Consulting - Investment Manager

Job Description

Title : Manager (Asset & Wealth Management)

Expertise : Investment

Location : France

 

Alpha Financial Markets Consulting (Alpha FMC) is the leading global consultancy to the asset and wealth management industry. We are a boutique management consulting firm that offers the world’s top asset and wealth managers a competitive edge through our expertise and industry insight. Our team is of a uniquely high calibre and by focusing on asset and wealth management alone we build deep knowledge and experience within our industry. We work with a blue-chip client base, including 95% of the top 20 global asset management firms, and work with over 660 clients across the globe. We have our headquarters located in the United Kingdom and offices in France as well as other major European financial centres (Luxembourg, Switzerland, Netherlands, Germany) and globally across United States, Canada and Asia-Pacific.

Following a successful London Stock Exchange (AIM) admission in 2017, we are now at a critical turning point in our growth. We are looking to grow the company across all levels. Pivotal to our success in this, we will be assembling the next generation of leaders, responsible for growing, elevating our market position further and nurturing the junior talent through the business. At Alpha, we pride ourselves in fostering a meritocratic environment perfect for building a career and meeting great people, as well as a rewarding place to work.

 

Role Responsibilities:

Based in France, you will carry out consulting engagements or manage projects for prestigious clients, leaders in Asset Management (Asset Managers, Private Banks, Asset Owners, Investor Services Providers) in areas including:

• Post Merger Integration
• Operating Models Review & Design
• Solutions Selection and Implementation
• Digital Transformation
• Operational Benchmarking
• Change Management

 

We offer you the opportunity to embark on an exciting career:

Work environment

• Delivering interesting assignments in an international environment (international assignments and teams, possibility of exchanges with other offices of the group). You will be working with high potential employees in a dynamic and diverse environment.
• You will benefit from the Alpha FMC solid knowledge on Asset Management and Wealth Management, thanks to a long experience with many clients and vendors in the past. We have references with the top 100 leaders of the industry!
• You will significantly develop your industry knowledge and best practices by leveraging on our Alpha’s Investments Business Practices

Type of projects

• By covering this position, you will become a Investments Practice expert, ensuring the execution and delivery of transformation projects related to the Investments Management Value Chain: Front Office, Middle Office, Performance and Risk.
• You would work on projects such as:
  • Defining client strategy, value proposition and roadmap by sharing industry key trends and best practices (both at technology and services level), assessing maturity and identifying the ‘hot topics’.
  • Reviewing or designing the Target Operating Model.
  • Assessing target solutions: driving the RFP process and support functional and non-functional assessment with vendors to select the best solution
  • Supporting the implementation (project/programme management, design, requirements engineering, training, migration, change management, ...)

Type of responsibility
As a manager, you will be responsible of:

• Developing strategies and driving high-quality work products within expected timeframes on budget
• Developing and enforcing project approach and methodologies in alignment with assignment director
• Managing Project, monitoring progress, managing risks and ensuring key stakeholders are kept informed about progress of project and expected outcomes to ensure client efficiency
• Develop and maintain long-term client relationships and networks
• Developing know-how recognised by the major players in the financial industry and participation in the growth of the leader in Asset Management consulting
• Staying abreast of current business and industry trends relevant to the client's business

Specifics to the investment practice

• You will join a highly qualified team with strong expertise on Front Office, Middle Office, Performance and Risk processes. The team is spread across Europe, offering a good opportunity to work in an international context and learn about the country specifics
• You will work on multiple types of projects linked to the Investments Value chain transformation listed in the above section
• You will support the Investment practice growth by:
  • organizing events with clients such as peer groups or conferences
  • Producing thoughts leadership contents (AI, impact investments, evolution of operating models) or benchmarks of vendors solutions, data providers, or investment products.
  • Producing marketing packs to support our growth and develop our client network
  • Share expertise within the practice by organizing knowledge sharing session and learning tracks

 

Role Requirements (Skills, Experience and Qualifications):

• A minimum of 5 years proven experience in consulting or projects, gained within a leading financial institution or consulting firm
• Experience of projects engaged on Target Operating Model review and definition, business processes and/or IT solutions in some of the following areas: Portfolio management, Trading, Risk and Performance management, Middle-Office (trade support and positions keeping, collateral and OTC derivatives administration, corporate actions)
• Strong knowledge of the financial instruments (vanilla, OTC, alternatives) and key Investments workflows
• Demonstrating a strong curiosity and self-learning abilities to become an expert on market trends, drivers and outlook of the Asset and Wealth Management market.
• Bonus if the candidate has worked with some market leading solution providers to the like of (Bloomberg AIM, Blackrock Aladdin, Amundi Alto, Charles River IMS, Simcorp Dimension, & many others …), covering both technological and business services offering
• First-class communication, presentation and problem-solving skills with an excellent command of Microsoft Office
• Proven track record in client relationship development. This should include examples of client account support/management and preferably geared towards supporting business development/sales initiatives
• Stakeholder management and influencing skills – with both clients, colleagues and junior team members
• Focus on team achievement, not just individual goals
• Strong academic background from a top-ranking business school or engineering school
• Fluency in French and English is required
• Eligible to work in France

 

Sharing Success:

Allowing our people to share in our growth journey is a highly valued component of the business and here are a few ways that we do this:

• Competitive base salary
• Share of the profits of the business as a % of base salary: Each year the company distributes among its staff up to 30% of the profits measured through EBITDA.
• 25 working days of paid leave + 2 days off, 27 days in total
• Lunch vouchers (10€)
• Life insurance and travel insurance
• Laptop and mobile phone
• Supportive, social and collaborative environment
• Comprehensive training and development programmes (CAPM, Prince 2, CFA…)
• Fantastic opportunity to be more entrepreneurial in a growing market with a reputable company brand
• An opportunity to make a significant contribution to Alpha value propositions, and to build and grow your own network within the Asset and Wealth Management industry

 

We are a highly collaborative and supportive team and enjoy socialising together. At Alpha we are committed to employing individuals from all backgrounds, that reflects the multi-cultural society we live in. We pride ourselves on operating an inclusive working environment and providing the best people to meet our client’s expectations of service.

Your Wellbeing:

Ensuring that we prioritise the wellbeing and care of everyone is paramount. To support this, we have an established mentoring and employee oversight framework across all global locations and levels. At the same time, we continue to invest in our comprehensive training and development programme that builds confidence, consulting skills and industry content.

Next steps:

If this sounds like one of the proposed roles are ideal for you, apply today to a grade chosen based on your qualifications! If successful, you will have the opportunity to meet various team members during our recruitment process which typically include a Competency style interview, a Case Study interview, and a Final Round interview with one of our European Directors.

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Please be aware that we may hold information for up to 3 years from the close of the recruitment process to allow us to review your suitability for current and future job opportunities with Alpha, your data may also be shared with relevant third party providers as and when required as part of the assessment process. Full details around what data we hold, why we hold it and for how long are available in our recruitment privacy statement (https://alphafmc.com/privacy-policy/). If you have any questions, or would like us to delete your data, please contact us by email at privacy@alphafmc.com.