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PwC · 4 days ago

FS AWM Operations Management Consultant - Sr. Associate

Boston, MA

Full-time

Hybrid

Mid Level

$77K/yr - $202K/yr

3+ years exp

PwC is a leading professional services firm, and they are seeking a Senior Associate in Operations Consulting. The role involves solving complex business issues for clients in the Asset and Wealth Management sector, focusing on optimizing operations to drive growth and profitability.

AccountingBusiness DevelopmentConsultingFinanceFinancial ServicesTax Consulting

No H1B

Responsibilities

Use feedback and reflection to develop self awareness, personal strengths and address development areas

Delegate to others to provide stretch opportunities, coaching them to deliver results

Demonstrate critical thinking and the ability to bring order to unstructured problems

Use a broad range of tools and techniques to extract insights from current industry or sector trends

Review your work and that of others for quality, accuracy and relevance

Know how and when to use tools available for a given situation and can explain the reasons for this choice

Seek and embrace opportunities which give exposure to different situations, environments and perspectives

Use straightforward communication, in a structured way, when influencing and connecting with others

Able to read situations and modify behavior to build quality relationships

Uphold the firm's code of ethics and business conduct

Qualification

Wealth ManagementAsset ManagementFinancial ServicesData AnalysisCFACFPCIMAProject ManagementCommunication SkillsTeam CollaborationCritical ThinkingAdaptability

Required

Bachelor Degree

3 year(s) of experience

Demonstrates thorough abilities and/or a proven record of success in the Asset and Wealth Management industry including applying proven experience in Wealth Management, and/or Asset Management business models and services

Applying knowledge of transaction lifecycles of Financial Services products

Applying knowledge of leading business applications that support various aspects of Asset Servicing and/or Asset Manager value chain

Maintaining current knowledge of operations and administration of Financial Services including middle and back-office operations

Applying experience with data and systems interactions including IT tools and technology

Utilizing project management software / tools

Learning new technologies

Understanding of key controls within payments, middle and back-office processes

Applying knowledge of data analysis, process and business requirements

Applying knowledge of technology implementations – design through roll-out

Being familiar with trends of global organizations

Demonstrates Thorough Abilities And/or a Proven Record Of Success Supporting Large Teams Through The Design And Implementation Of Changes To Operations, Including People, Process And Technology

Delivering significant business results that utilizes strategic and creative thinking, problem solving, individual initiative

Leading project work streams, emphasizing the ability to build collaborative relationships with team members and work autonomously with little direction

Teaming with others including building productive and collaborative relationships with team members and proactively seeking guidance, clarification and feedback

Communicating effectively in written and verbal formats in various situations and to various audiences

Conducting market research and quantitative and qualitative analyses, including the timely synthesis of complex data into meaningful insights and the ability to grasp readily analytical frameworks and employ them effectively to either qualitative or quantitative evidence

Owning and delivering projects - including bringing together the right perspectives, identifying roadblocks, and integrating feedback from clients and team members

Structuring and communicating ideas logically

Seeking opportunities to build and maintain professional relationships

Approaching new projects with an open mind

Demonstrating empathy for coworkers and clients

Learning from mistakes and asking for help when needed

Persevering through challenges

Believing in the value created by diverse teams and adapting to a variety of working styles