Consultant

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.

As a Consultant, you will be responsible for:

• Engaging with stakeholders to drive and support execution against effective project plans, anticipate potential issues, and provide structured solutions to ensure a successful client engagement
• Leading a workstream or component of a project, taking responsibility for the creation of client deliverables by facilitating client interviews and workshops, performing analysis in Excel, synthesizing clear insights from complex information, and developing content that clearly articulates recommendations
• Helping deliver end-to-end front-/middle-/back-office implementation engagements, including current-state assessment, requirements gathering, workflow design, configuration and integration, test planning and execution, and training and procedure documentation
• Contributing to project governance, including regular status meetings, task and budget tracking, proactive communication with clients and the Alpha delivery team, and supporting business and technical workflow handover to client teams upon engagement completion
• Developing meaningful and successful relationships with clients and vendors by understanding the different needs of stakeholders and establishing a high degree of credibility internally and externally
• Supporting Alpha FMC's broader business evolution, including co-authoring whitepapers and performing market research to identify opportunities for Alpha
• Contributing to the wider Alpha community by making innovative and proactive contributions to one or more of Alpha's business management or practice areas
• Maintaining a broad understanding of the challenges facing the Asset and Wealth Management industry and developing knowledge of relevant issues and trends within one or more of Alpha's practice areas

• 2+ years of proven consulting experience at a recognized consulting firm or through an in-house consulting or business analyst role at a leading financial institution.
• Meaningful exposure to at least one major investment management platform, with a preference for SimCorp One/Dimension; familiarity with other platforms such as BlackRock Aladdin, Charles River IMS, Bloomberg AIM, or FactSet is a plus.
• Exposure to front office or middle office workflows, with an interest in supporting clients across components of the investment lifecycle such as portfolio management, trading, compliance, investment operations, performance, or reporting.
• Experience within financial services, with an understanding of the Asset and/or Wealth Management value chain spanning multiple client segments, investment products, and operating models.
• Understanding of investment products and asset classes - including Equities, Fixed Income, Derivatives, and Alternatives — with the ability to translate investment and business needs into operating and technology design requirements.
• Exposure to business or technology transformation initiatives, including supporting workstream activities, documentation, or coordination across project teams.
• Foundational understanding of project and program management practices, including agile methodologies, supporting status reporting, tracking action items, and helping maintain project documentation.
• Some exposure to organizational change management concepts, including supporting communications or training materials as part of a broader project team.
• Foundational understanding of investment data and operating model concepts, with exposure to areas such as security master, reference data, risk analytics, or reconciliation a plus.
• Experience in at least two of the following focus areas: Portfolio Management, Trading & Order Management, Investment Operations, Investment Data Management, Investment Accounting, Performance Measurement & Attribution, Risk & Analytics, Compliance & Regulatory Reporting, Alternative Investments, Reconciliations (Position, Transaction and Cash), or Investment Data Warehousing & Reporting.
• Excellent written and verbal communication skills with the ability to articulate complex problems and solutions in a simple, logical, and impactful manner; comfortable participating in executive-level workshops, steering committees, and program forums.
• Proven track record of building and sustaining lasting relationships with team members and clients.
• Excellent consulting and problem-solving skills and familiarity with recognized project, change, and consulting frameworks.
• Appetite to support clients across our practice areas and intellectual capacity to think in new, innovative ways to understand complex issues and develop creative solutions.
• Ability to comfortably multi-task and engage in multiple initiatives concurrently.
• Comfort working in a hybrid model with the flexibility to travel based on client preference.

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.