Germany - Asset & Wealth Management Consulting - Manager (Investments)

Alpha FMC – AWM Germany – Manager

Watch a 2 minute video of our Associate Director Franzi Benze here!

We are looking for dedicated consultants to strengthen our German team and support us in building up the German location. Be part of this exciting mission from the very beginning and actively contribute to the build-up with your personal experience and your ideas. Take advantage of this unique opportunity for an extraordinary career.

We are currently looking for team members specifically for our German location (work from anywhere in Germany - or in our office in Frankfurt am Main):

Who we are:

• Alpha FMC is the leading global consultancy to the asset & wealth management and insurance industries
• Our global team consists of more than 1050 consultants across 21 locations worldwide
• We support 80% of the top 50 asset and wealth managers
• Our team is uniquely high calibre and with a focus on the investment management value chain, we build deep knowledge and experience within our industry
• With our headquarters in the United Kingdom, we have offices in all major financial centres across the US, Canada, Europe (including France, Switzerland, Netherlands, Luxembourg, and Germany), and the APAC region

What we offer:

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

• Key role in pioneering our German location's establishment and growth
• Competitive base salary
• Annual profit share derived from a percentage of AWM Europe's EBITDA, relative to your base salary
• Comprehensive benefits: Lunch allowances, corporate pension, travel insurance, mobile phone, home office allowance and more
• Supportive, social and collaborative environment
• Comprehensive training and development programmes (CAPM, PMP, CFA, CAIA and more)
• 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

Key Responsibilities:

Based in Germany (with potential travel within Europe), you will participate in consulting engagements and play a crucial role in projects for our prestigious clients, leaders in asset management (Asset Managers, Private Banks, Investor Services Providers) in areas including:

• Defining client strategy, value proposition, and roadmap by sharing industry trends and best practices, assessing maturity, and identifying key topics
• Reviewing and designing the Target Operating Model
• Assessing target solutions: driving the RFP process and supporting functional and non-functional assessments with vendors to select the best solutions
• Supporting implementation (project/programme management, design, requirements engineering, training, migration, change management, etc.)
• Executing national and international consulting projects around asset and wealth management
• Delivering high-quality work products within expected timeframes
• Keeping key stakeholders informed about project progress and deliverables
• Developing industry-recognized expertise and contributing to Alpha’s growth as a leader in asset management consulting
• Proactively contributing to the development of the German location
• Managing or being involved in one or more internal business areas

Investment Practice Responsibilities:

As part of the highly qualified Investment Practice team, you will focus on transformation projects related to the Investment Management Value Chain, including Front Office, Middle Office, Performance, and Risk processes. Key responsibilities include:

• Working on a variety of projects linked to Investment Value Chain transformation
• Supporting the growth of the Investment Practice by organizing client events such as peer groups or conferences
• Producing thought leadership content (e.g., AI, impact investments, evolving operating models) or benchmarks of vendor solutions, data providers, and investment products.
• Creating marketing packs to support our growth and client network development
• Sharing expertise within the practice by organizing knowledge-sharing sessions and learning tracks

Role Requirements (Skills, Experience and Qualifications):

• 5 to 10 years of experience in consulting or projects, gained within a leading financial institution or consulting firm
• Experience in 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
• Fluency in English and German is required, other languages are a plus
• Willingness to travel within Germany as well as internationally
• Bonus: Continuing education in the form of relevant certifications (e.g. PMP, CAPM, CAIA, CFA, Prince2, Lean Six Sigma)

Join us in driving innovation and shaping the future of asset and wealth management at Alpha FMC. Our interview process includes competency-based evaluations, a case study analysis, and a final round with our Partners.

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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.