Asset Wealth Management Implementation Senior Associate

A career in our Financial Services Enabling Technologies practice, within Industry and Functional Apps services, will provide you with the opportunity to build secure and new digital experiences for customers, employees, and suppliers. We focus on improving apps or developing new apps for traditional and mobile devices as well as conducting usability testing to find ways to improve our clients’ user experience. As part of our team, you’ll help clients harness technology systems in financial services focusing on areas such as insurance, sales performance management, retirement and pension, asset management, and banking & capital markets.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Senior Associate, you’ll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

• 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.

Job Requirements and Preferences:

Basic Qualifications:

Minimum Degree Required:
Bachelor Degree

Minimum Years of Experience:
2 year(s)

Preferred Qualifications:

Preferred Knowledge/Skills:

Demonstrates thorough abilities and/or a proven record of success in working with business stakeholders in understanding their business needs including:

• An understanding of front, middle and back office processes, within asset and wealth management; preferably a wealth manager / RIA firm (e.g., life of a trade, life of an account);
• Order management, order management systems;
• Portfolio Accounting;
• Performance Measurement/Reporting;
• Client Reporting/Statements; and,
• Familiarity with Charles River and SS&C, and/or comparable firms such as SEI, Broadridge, Envestnet, Tamarac, Orion, Linedata / Longview.

Demonstrates thorough knowledge and understanding of platform implementation experience in the following areas:

• Business Requirements Analysis/Business Process Redesign;
• Systems Analysis/Functional Specification Documentation/Wireframe Creation;
• Data Management (source-to-target mappings, data modeling, data blending, ETL, etc.);
• Configuration Experience – UI, Reports, etc.;
• Testing – QA/UAT; and,
• Project Management

Demonstrates thorough abilities and/or a proven record of success as a team leader including:

• Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of the team members;
• Providing candid and meaningful feedback in a timely manner;
• Keeping leadership informed of progress and issues; and,
• Answering questions and providing direction to less-experienced staff.

Demonstrates proven abilities and success working collaboratively and independently to address client needs by:

• Facilitating workshop/meeting including remote facilitation;
• Managing workstream(s) or small team engagements;
• Participating in client discussions and meetings actively;
• Communicating a broad range of offered consulting services;
• Preparing concise, accurate documents, including utilizing PC applications including Microsoft Word, Excel, PowerPoint and Project to write and deliver proposals to prospective clients; and,
• Maintaining project economics while maintaining flexibility for unanticipated issues.

Possessing technical skills including but not limited to the following:

• Demonstrating experience Jira and Confluence; and,
• Demonstrating agile software development experience.