Role & responsibilities
Candidates should demonstrate working knowledge in asset/wealth management operating models, investments and distribution, onboarding/KYC, portfolio/trading and performance reporting, risk/compliance, and platform modernization preferably with familiarity in BlackRock Aladdin or similar OMS/portfolio platforms.
- AWM Skills
- Exposure to asset and wealth management transformation initiatives spanning product strategy, portfolio construction, investment operations, client servicing, and risk/compliance with an emphasis on strategic, enterprise-wide change
- Ability to shape and articulate business and technology strategies that improve client acquisition, retention, wallet share, advisor productivity, and distribution effectiveness across wealth and asset managers
- Involvement in platform modernization and vendor strategy for core wealth platforms (e.g., CRM, OMS/EMS, portfolio accounting), digital advice tooling, and advisor/client portals
- Familiarity with ecosystem integration aligning custodians,
broker-dealers, banks, market data providers, fintech partners, and core platforms to accelerate speed-to-market and enhance the end-client experience
- Success contributing to multi-disciplinary teams, integrating business strategy with data/IT architecture, operating model redesign, and controls under tight timelines
- Robust orientation toward measurable impact in asset and wealth management, balancing long-term AUM growth and client outcomes with near-term cost efficiency, regulatory readiness, and revenue uplift
- Exposure to operating model optimization across front-to-back functions including advisor workstation enablement, middle-office processing, reconciliations, corporate actions, and exception management to reduce risk and cycle time
- BA/QA skills for Aladdin/Alpha platform
Preferred candidate profile
📌 Asset And wealth management - Implementation (Bengaluru)
🏢 PwC
📍 Bengaluru