Infosys Consulting
Capital Markets - Senior Consultant
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Capital Markets - Senior Consultant
Senior Consultant - Capital Markets, Financial Services & Insurance Practice
About Us
Where Innovation meets Excellence. Be a part of a globally renowned management consulting firm that is on the front-line of industry disruption. We are a mid-size player with a supportive, entrepreneurial spirit that works with a market-leading brand in every sector, while our parent organization Infosys is a top 5 powerhouse IT brand that is outperforming the market and experiencing rapid growth.
Our consulting business is annually recognised as one of the UK’s top firms by the Financial Times and Forbes due to our client innovations, cultural diversity, and dedicated training and career paths we offer to our consultants. We are committed to fostering an inclusive work culture that inspires everyone to deliver their best.
The Team
Our Financial Services and Insurance practice supports some of the largest global firms and most recognisable local brands, helping them solve their biggest challenges in today’s age of digital and AI-led transformation. With diverse services ranging from:
- Strategy and advisory
- Large-scale implementations
- Change initiatives
- Business transformation
- Leading-edge IT solutions,
we help clients shape and achieve their growth agenda for a sustainable future.
The Role
You will be part of a cross-cultural global team working across Capital Markets, supporting business consulting engagements. You’ll collaborate with a world-class product management team to drive innovation and enhance user experience in:
- Investment Banking
- Asset Management
- Private Equity
- Wealth Management
Key Responsibilities:
- Lead or contribute to process consulting, experience design, business analysis, applied AI, tech strategy, program, and change management initiatives.
- Analyse complex problems—creating creative, out-of-the-box solutions—by applying business consulting frameworks and methodologies.
- Collaborate with client stakeholders to deliver tangible business results.
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Current Capital Markets Engagements Include:
- Strategic assessments to define future-state functional/technical architecture using Design Thinking and Service Blueprinting to align with strategic client objectives.
- Digitalisation of advisory platforms (end-to-end advisory lifecycle, from prospecting to portfolio management).
- Machine learning-driven personalisation—tailoring content to life events, investment ideas, service alerts, and client attrition risk assessment.
- Development of a comprehensive portal that matches clients with Financial Advisors (individuals or teams) via filters like name, location, gender, or International Wealth Advisors/Teams.
- Design of an Intuitive Advisor Dashboard for managing a financial advisor’s book of clients and tracking associated action items.
- Reimagining the Operations User Experience with an Intelligent Ops dashboard (KPIs, real-time notifications, SLAs) and direct access to operational systems.
- Virtual Assistant pilot (CAP)—leveraging cognitive AI to guide Financial Advisors and Customer Support Associates in Salesforce.
Responsibilities
- Conduct functional analysis and act as a Subject Matter Expert (SME) for journeys in:
- Investment Banking
- Asset Management
- Private Equity
- Wealth Management
- Collaborate cross-functionally with teams in engineering, marketing, design, and sales to streamline product activities.
- Work closely with technical departments to ensure seamless alignment and issue resolution.
- Manage the product lifecycle (strategic planning to tactical execution) for both vendored and custom solutions.
- Lead or participate in sales pursuits, consulting offerings, and internal initiatives—contributing to Firm-building events.
Requirements
Basic Qualifications
- Bachelor’s degree or equivalent required.
- 5+ years of working experience, either:
- In management consulting
- Directly in advisory/technological/operational change initiatives within Capital Markets.
- Proven ability to define, mobilise, and deliver complex change programs in:
- Investment Banking
- Private Equity
- Asset/Wealth Management firms.
- Excellent presentation and facilitation skills, including:
- Building relationships with senior management and CXOs.
- Collaborating with teams comprising IT and business specialists.
- Candidates authorised to work in the UK without employer-based visa sponsorship are welcome. SBC does not offer sponsorship for this role.
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Preferred Qualifications/Skills
- Ability to engage with Financial Advisors, operations teams, and tech/practice leaders to understand business models, pain points, regulatory obligations, and develop innovative solutions that drive value while balancing standardisation.
- Experience with industry-leading managed account solutions/platforms.
- Hands-on experience in UX/UI programs within:
- Investment Banking
- Private Equity
- Wealth Management
- Asset Management (to improve advisor/client experience.)
- A deep understanding of advisory solutions, including:
- Firm/advisory/client discretionary products
- SMA/UMA
- Estate planning
- Trust services
- Ability to work effectively in a cross-cultural team with flexibility for multi-time-zone support.
Why Join Us?
Infosys Consulting offers a high-performance culture, innovation-driven opportunities, and an industry-leading compensation/benefits package, along with:
- Top-tier training and development programs (to accelerate career growth).
- An inclusive diverse team with collaborative spirit.
- A dynamic environment to grow—align your personal ambitions within a successful firm.
The next step in your career could begin here. Apply today!
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