Drive the firm’s strategic priorities and engage directly with senior leaders to solve problems, analyze opportunities and make an impact.
As a Strategy Associate in the Strategy team you will manage 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
- Performs competitive and market sizing analyses, including profiling competitors' offerings / strategies and identifying factors driving growth or change in industry structure
- Identifies and developes growth strategies, based on identifying customer segments, buying behaviors, and customer value propositions
- Models business decisions, determining cost structures / drivers, and assessing financial impacts
- Defines operating models and addresses related organizational design and client coverage segments
- Engages in client meetings as a subject matter expert
- Drives development of key leadership communication and strategy materials (including for Investor Day and annual Operating Committee off-sites)
- Assesses strategic rationale and drivers of value in potential mergers and acquisition transactions
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)
