Strategy Associate

You will work for the Strategy team which manages mission-critical projects ranging from developing growth strategies, to assessing and planning entry into new markets, to implementing organizational restructurings and operational efficiencies, and more. Projects are typically team-based and include close collaboration with senior executives.

Job Responsibilities

• Performing competitive and market sizing analyses, including profiling competitors' offerings / strategies and identifying factors driving growth or change in industry structure
• Identifying and developing growth strategies, based on identifying customer segments, buying behaviors, and customer value propositions
• Modeling business decisions, determining cost structures / drivers, and assessing financial impacts
• Defining operating models and addressing related organizational design and client coverage segments
• Engaging in client meetings as subject matter experts
• Driving development of key leadership communication and strategy materials (including for Investor Day and annual Operating Committee off-sites)
• Assessing strategic rationale and drivers of value in potential mergers and acquisitions transactionst

Required qualifications, capabilities and skills

• Experience at top tier consulting firm, or an internal consulting / corporate strategy team, or equivalent experience in asset & wealth management industry,
• A hypothesis-driven mind-set, combined with strong business intuition, creativity and tenacity, to develop business insights
• Ability to provide structure to ambiguous situations, applying problem-solving frameworks to cut through ambiguity with confidence
• An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), and work well in cross-functional teams
• Excellent and efficient skills using MS Excel and PowerPoint tools (absolutely required)
• High interpersonal and influencing skills – and ability to interact with colleagues at all levels in a peer-like way
• Openness to an environment of active developmental feedback from peers

Preferred qualifications, capabilities and skills

• Financial services background (and especially asset & wealth management) preferred, but not mandatory