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
The Cognizant community:
We are a high caliber team who appreciate and support one another. Our people uphold an energetic, collaborative and inclusive workplace where everyone can thrive.
- Cognizant is a global community with more than 300,000 associates around the world.
- We don’t just dream of a better way – we make it happen.
- We take care of our people, clients, company, communities and climate by doing what’s right.
- We foster an innovative environment where you can build the career path that’s right for you.
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.
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] with your request and contact information.
Disclaimer: 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.