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Consulting Manager - Business Analyst, Asset & Wealth Management

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About Cognizant Consulting

Cognizant Consulting is more than Cognizant’s consulting practice—we’re a global community of 5,000+ experts dedicated to helping clients reimagine their business. Blending our deep industry and technology advisory capability, we create innovative business solutions for Fortune 500 clients. And now, we’re looking for our next colleague who’ll join us in shaping the future of business. Could it be you?

About the Role

As a Consulting Manager Business Analyst in Asset & Wealth Management, you will make an impact by driving large-scale product transformation and delivering innovative technology solutions for financial services clients. You will be a valued member of our consulting team, collaborating with cross-functional stakeholders, technology teams, and business leaders to shape the future of wealth management platforms.

In this role, you will:

  • Lead business and functional analysis

  • Asset & Wealth Management, with a focus on trading, portfolio rebalancing, and householding.

  • Translate business and advisor needs into analytical requirements, data models, dashboards, and insights to support strategic decision-making.

  • Partner with business stakeholders to understand use cases through interviews, market and competitive analysis, and ongoing collaboration.

  • Define, track, and analyze key metrics to measure platform performance, adoption, and outcomes, driving data-informed recommendations.

  • Support the implementation of new solutions through requirements gathering, documentation, validation, testing, and evaluation of pilots and releases.

  • Build strong cross-functional relationships with Product, Technology, and Business teams to ensure alignment between data insights and strategic objectives.

  • Provide business analysis, process analysis, project support, and UAT coordination for strategic initiatives.

  • Synthesize internal, external, and industry information into clear business insights, impact assessments, and recommendations

  • Partner with Infrastructure, Architecture, and Enterprise Data teams to design and contribute to data and analytics roadmaps ensuring performance, scalability, and availability.

  • Analyze and optimize business processes and operating models supporting trading and rebalancer platforms, improving efficiency, data quality, and time to insight.

  • Define and support compliance with non-functional data requirements, including performance, data quality, accessibility, and interoperability.

  • Stay current with analytics tools, data platforms, and industry trends through continuous learning, conferences, and professional networks.

Work Model

We believe hybrid work is the way forward as we strive to provide flexibility wherever possible. Based on this role’s business requirements, this position requires 3-4 days a week in a client office in Charlotte, NC. Regardless of your working arrangement, we are here to support a healthy work-life balance through our various wellbeing programs.

What you must have to be considered

  • At least 15+ years of experience in business analysis, functional analysis, or related roles, preferably supporting platform products or infrastructure services .

  • Strong domain expertise in Asset & Wealth Management and Financial Services, including trading, portfolio rebalancing, and householding.

  • Advanced knowledge of capital markets from a data and analytics perspective.
  • Advanced experience in equity, derivatives, fixed income, options, private and alternative markets.
  • Experience with agile frameworks such as SAFe, LeSS, or Kanban in enterprise environments.
  • In-depth experience in cloud technology (AWS, Azure, Google).
  • Excellent communication skills, both written and oral, with the ability to create and deliver executive-level presentations.
  • Ability to work in cross-functional teams and drive outcomes without direct authority; skilled in risk management and project leadership.
  • Skilled in rebalance and overlay trading functionality, operations infrastructure, and regulatory compliance for trading and portfolio management.
  • Strong project management, organizational skills, attention to detail, and ability to prioritize and multi-task.

These will help you succeed

  • Experience in a client-facing role within broker-dealer, RIA, investment, or financial services firms.
  • High level of intellectual curiosity and business acumen.
  • Demonstrated ability to interact effectively with all levels within an organization.
  • Superior communication and presentation skills.
  • Ability to increase product adoption through advisor dialogue and investor marketing campaigns.

We're excited to meet people who share our mission and can make an impact in a variety of ways. Don't hesitate to apply, even if you only meet the minimum requirements listed. Think about your transferable experiences and unique skills that make you stand out as someone who can bring new and exciting things to this role.

Benefits

  • Medical, dental, vision and life insurance
  • 401(k) plan and contributions
  • Employee stock purchase plan
  • Employee assistance program
  • 10 paid holidays plus PTO
  • Paid parental leave and fertility assistance
  • Learning and development certifications and programs

About us
Cognizant (Nasdaq: CTSH) is an AI Builder and technology services provider, building the bridge between AI investment and enterprise value by building full-stack AI solutions for our clients. Our deep industry, process and engineering expertise enables us to build an organization’s unique context into technology systems that amplify human potential, realize tangible returns and keep global enterprises ahead in a fast-changing world. See how at www.cognizant.com or @cognizant.

Additional employment information

Compensation information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.

Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

Cognizant is an equal opportunity employer. Your application and candidacy will not be considered based on race, color, sex, religion, creed, sexual orientation, gender identity, national origin, disability, genetic information, pregnancy, veteran status or any other characteristic protected by federal, state or local laws.

If you have a disability that requires reasonable accommodation to search for a job opening or submit an application, please email [email protected] for roles based in the Americas or [email protected] for roles based in India.

Benefits that help you thrive and grow

Our benefits program is built with you in mind—so you can enjoy a fulfilling, balanced and healthy life.

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Financial wellbeing

We regularly review market data to ensure compensation reflects the value you bring. Your benefits extend beyond pay and may include retirement plans, financial education, etc.

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Physical and mental health

We empower you to prioritize your wellbeing through paid time off, flexible working where possible, healthcare plans, counselling, our Mental Health Allyship program and more. 

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Your career, your way

With 350,000+ roles at Cognizant, you’ll have opportunities explore new technologies, industries and locations—and build the skills you need to grow your career.

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Real-world impact

Think about the biggest brands you rely on. Chances are, they rely on us to help strengthen their business. Here, you’ll turn bold ideas into solutions that improve lives everywhere.

Your path to Cognizant

Here’s a peek at our hiring process. Keep in mind that not every candidate advances through each step and the process may vary by role and location. Learn more in our candidate FAQs.

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Step 1: Apply to the right opportunity

Find an open role that matches your skills and career goals and show us why you’re the person for the job. Don’t see the right opportunity? Consider joining our Talent Community.

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Step 2: Connect with your recruiter

If one of our recruiters sees a fit, they’ll set up a short intro call to learn more about you and how your experiences and skills match the role.

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Step 3: Show off your skills

If you and our team would like to continue the process, you’ll interview with our hiring team. Some roles may also require technical assessments and/or client interviews.

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Step 4: Decision time

Our team will then review each candidates’ potential to succeed in the role. This step may take some time because we want to find the right fit for both you and us—but you can count on us to keep you updated.

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Cognizant has one of the best learning ecosystems you can ask for. From sponsored certifications to training platforms to mentorship, we have all that we need to grow.
Debashish Mishra SAP MM Developer
2
Cognizant offers me more than a job; it offers a community. We support each other, collaborate across borders and celebrate wins together. If you’re looking for a culture that values flexibility, diversity and growth, this is the place to be.
Laura Reynaud Lead Counsel
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When I first joined, I was quiet and hesitant to share my thoughts. The leadership programs and the mentoring I’ve received have helped me find my voice and grow as a leader.
Sujatha Gopalakrishnan Portfolio Delivery Lead
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I’ve had the chance to work on impactful projects and shadow colleagues, all while getting involved in internal initiatives. The world is your oyster at Cognizant—you just need to take advantage of it!
Lucas Hoffman Consultant

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