Financial Services Advisory - Asset & Wealth Management Sr Associate
- New York, NY
A career within Operations Consulting services, will provide you with the opportunity to help our clients optimise all elements of their operations to move beyond the role of a cost effective business enabler and become a source of competitive advantages. We focus on product innovation and development, supply chain, procurement and sourcing, manufacturing operations, service operations and capital asset programmes to drive both growth and profitability.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
- Use feedback and reflection to develop self awareness, personal strengths and address development areas.
- Delegate to others to provide stretch opportunities, coaching them to deliver results.
- Demonstrate critical thinking and the ability to bring order to unstructured problems.
- Use a broad range of tools and techniques to extract insights from current industry or sector trends.
- Review your work and that of others for quality, accuracy and relevance.
- Know how and when to use tools available for a given situation and can explain the reasons for this choice.
- Seek and embrace opportunities which give exposure to different situations, environments and perspectives.
- Use straightforward communication, in a structured way, when influencing and connecting with others.
- Able to read situations and modify behavior to build quality relationships.
- Uphold the firm's code of ethics and business conduct.
Preferred Qualifications :
Degree Preferred :
Preferred Fields of Study :
Business Administration/Management, Operations Management/Research, Finance, Accounting, Engineering, Computer and Information Science
Certification(s) Preferred :
CFA, CFP, Financial Securities licenses (e.g., Series 6, Series 7).
Preferred Knowledge/Skills :
Demonstrates thorough knowledge and/or a proven record of success in the Asset and Wealth Management industry including the following areas: - Wealth Management, Broker Dealer, Wirehouse, and/or Retirement business models and services; - Transaction lifecycles of Financial Services products; - Operations and administration of Financial Services businesses; - Data and systems interactions including IT tools and technology; - Documentation and the identification of key controls within the transaction lifecycle; - Process and Business Requirements; - Financial operations, including the financial close, planning and forecasting processes; - Statutory Reporting, GAAP or IFRS requirements; -Trends of global organizations utilizing pragmatic approaches to achieve sustainable financial functions and operating models; - Functional knowledge of business intelligence and performance management software tools; and, - Wealth Management Strategy and Transformation, Product and/or Service Innovation and Development, Supply and Demand Planning and Pricing, and Service Operations.
Demonstrates thorough abilities and/or a proven record of success supporting large teams through the design and implementation of changes to Operations, including people, process and technology including the following areas: - Delivering significant business results that utilizes strategic and creative thinking, problem solving, individual initiative; - Leading project work streams, emphasizing the ability to build collaborative relationships with team members and also work autonomously with little direction; - Teaming with others including building productive and collaborative relationships with team members and proactively seeking guidance, clarification and feedback; - Communicating effectively in written and verbal formats in various situations and to various audiences; - Conducting market research and quantitative and qualitative analyses, including the timely synthesis of complex data into meaningful insights and the ability to grasp readily analytical frameworks and employ them effectively to either qualitative or quantitative evidence; and, - Owning and delivering projects - including bringing together the right perspectives, identifying roadblocks, and integrating feedback from clients and team members; - Structuring and communicating your ideas logically; - Seeking opportunities to build and maintain professional relationships; - Approaching new projects with an open mind; - Demonstrating empathy for coworkers and clients; - Learning from mistakes and ask for help when needed; - Persevering through challenges; and, - Believing in the value created by diverse teams and can adapt to a variety of working styles.
All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.
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