Analyst

About Alpha Group

Alpha Group is a leading global consultancy to the financial services industry. Founded in 2003, Alpha has spent over 20 years bringing together specialist, sector-focused strategy, management consulting, and technology expertise to support the entire client transformation lifecycle. Having partnered with more than 1,200 clients worldwide across the asset and wealth management, alternatives, and insurance industries, Alpha is a trusted advisor for complex change programs.

We now have over 1,180 consultants working with clients across North America, the UK, Europe, the Middle East, and APAC. In 2024, in recognition of our successful track record and strong growth prospects, Alpha was acquired by Bridgepoint, one of the world's leading quoted private asset growth investors.

Our people are at the heart of everything we do. Many of our team have built long and fulfilling careers with us, often staying for over a decade. Alpha offers a genuinely rewarding place to work: a meritocratic environment where your career can flourish, and a welcoming culture where you can be yourself, connect with others, and thrive.

As we look to the future, we’re excited to be looking for new Alpha colleagues—individuals who are collaborative, innovative, and ambitious. We hope you will join us and help shape the next chapter of our growth journey.

Why join Alpha?

• Established yet entrepreneurial – with over 20 years of success and a proven record on the London Stock Exchange, Alpha offers the stability of an established consultancy with the energy of a fast-growth business.
• Backed by Bridgepoint – as part of one of the world’s leading growth investors, Alpha benefits from strategic investment that fuels innovation, expansion and new offerings – creating even more opportunity for our people.
• Exposure to senior leadership – whether you are in an internal or a client-facing role, you will have the opportunity to work with and learn from the best of the best – high performers at the top of their game.
• Learning and growth opportunities – we run tailored training to help you be successful, provide you excellent mentorship, and offer up to 5 days paid training time per year. Perhaps the best training though is the experience on the job – as everyone at Alpha has high responsibility and autonomy, you can develop your skillsets quickly.
• Performance-driven culture with real impact – advancement at Alpha is based on impact and capability, not tenure or quotas. You’ll have autonomy and see the tangible difference your ideas and decisions make.

About Alpha Alternatives

Alpha Alternatives, part of Alpha Group, is a fast-growing global consulting practice focused on leading digital and operational transformation projects for the alternative investment industry, encompassing private equity, real estate, private debt, credit, and infrastructure.

We are known for our expertise, innovation, and commitment to delivering exceptional value to our clients. Our people work side by side with clients to identify, address, and resolve key operational and technology challenges within alternative investments and financial services firms.

We often find that the best innovation comes from within—our role is to help empower client teams to drive the change required. Collaboration and support are at the heart of what we do, and we look for consultants who embody these values and bring firsthand experience in the challenges and enabling technologies that drive success in alternatives. 

About the Team 

Our Enterprise Performance Management (EPM) practice enables clients to achieve operational and financial excellence through advanced planning, forecasting, and profitability solutions. We partner with financial services and private markets clients to design and implement solutions that enhance financial decision-making through technology-driven transformation. 

Role Overview 

As an Analyst, you will play a key role in supporting technology-enabled transformations. You will leverage Anaplan to help clients maintain, update and fix their existing models. You will act as a trusted advisor to clients while mentoring junior consultants, ensuring high-quality outcomes and client satisfaction. 

You’ll support delivery teams, collaborate with client stakeholders, and help build the Anaplan delivery capability within the EPM practice—bringing tailored solutions to the financial services and alternative investments sectors.

What You'll Do / Keys to Success:

• An Analyst at Alpha FMC is a core member of the team delivering 
  components of support engagements that identify, fix, design, and 
  implement technology and creative business solutions.
• Key responsibilities will include: 
  • Supporting existing Anaplan models
  • Receiving Client tickets, and fixing the logged bugs or enhancements, recording progress in the appropriate project management tool.
  • Support model maintenance activities. 

Qualifications

• 1-2 years of relevant consulting, functional finance industry experience
  or college degree (finance, economics, analytics).
• Strong Excel literacy.
• Passion for business analytics, modeling, and planning.
• Results-oriented, motivated, self-starter with an eagerness to learn
  new skillsets
• Strong desire to excel and gain exposure to multiple industries while
  further developing your career.
• Ability to collaborate with clients 

Preferred/Desired Qualifications 

• Experience in data analysis, financial analysis constructing analytical
  models based on historical and projected data
• Hands-on functional experience and/or demonstrated proficiency in
  EPM-related business processes: Finance & Management reporting,
  FP&A, Analytics
• Anaplan Certified Model Builder Level I & II
• A minimum of 1 full life cycle Anaplan or similar EPM cloud technology
  implementation.
• 1+ years’ experience in management consulting
• 2+ years’ experience in an industry role within private markets, real
  estate or broader financial services
• Advanced Microsoft Excel / financial modeling skills
•  Strong oral and written communication skills, including presentation
  skills (MS Word, MS PowerPoint)
• Ability to collaborate with clients

Compensation and Benefits 

• Learning and development: Vast opportunities to self-development, unlimited access to LinkedIn Learning
• Flexible working: Work-life balance with flexible schedule
• Community events: We offer a range of social events and meetups
• 25 days’ holiday in addition to public holidays
• Supplemented medical, dental and vision coverage
• 401(k) with employer match
• Wellness initiatives to promote healthy working, including a gym reimbursement for those enrolled in our medical plans and an allowance for remote working technology
• Access to discounted travel, tickets, events, and more through our benefit partner

There are a wide range of factors that are considered in making compensation decisions including but not limited to - skill sets, experience and training, and licensure and certifications. A reasonable estimate of the salary range is $70,000 – $85,000 USD for US-based hires and $70,000 – $90,000 CAD for Toronto-based hires, subject to change based on salary benchmarking. In addition to this salary, candidates will be eligible for a variable bonus. 

Our Commitment to Inclusion

At Alpha, diversity, equity and inclusion are critical to our success. Our priorities show a focus on fostering an inclusive, equitable workplace where individuals are treated fairly regardless of gender or background. We welcome applications from disabled people and are committed to making our recruitment process and workplace accessible and inclusive for everyone.