GN-I&E-Capital Markets-Assest Management-Consultant

Asset Management — Consulting / Business Analyst

Accenture Global Network · Capital Markets (Financial Services) Asset Management Centre of Excellence

About Accenture

Accenture is a leading global professional services company, providing a broad range of services and solutions in strategy, consulting, digital, technology and operations with approximately 779,000 people serving clients in more than 120 countries. Combining unparalleled experience, comprehensive capabilities across all industries and business functions, and extensive research on the world’s most successful companies, Accenture collaborates with clients to help them become high-performance businesses and governments. The company generated net revenues of US $80.6 billion for the fiscal year ended Aug. 31, 2025. You can visit us at www.accenture.com.

About Global Network

If you are looking for a career with unparalleled global impact, then Accenture invites you to learn more about our rapidly expanding Global Network. Over 10,000 management consulting and strategy professionals work in the Global Network at Accenture. Based in a prominent locations network, Global Network professionals specialize in providing cutting-edge Industry and Functional expertise and leveraging the power of Accenture to bring measurable value to our clients worldwide.

Join the Global Network and always have the backing of the established brand of Accenture to deliver large scale transformational change. Grow your career and experience a stimulating, fast-paced environment working with prestigious clients on diverse projects to solve significant business challenges. You will deliver lasting impact as you work as part of a highly specialized team, combining overseas client-site work with opportunities based locally, and contribute to high performance through continuous collaboration and knowledge sharing.

Practice Overview

Financial Services is one of the Industry Practices within Accenture’s Global Network (GN). Our team is spread across major global cities and focuses on serving global clients across Banking, Capital Markets and Insurance industries.

Within Capital Markets, the Asset Management Centre of Excellence (AM CoE) partners with the world’s leading private banks, Asset managers, brokerages and Asset tech platforms. We help clients across the Asset management value chain — from prospecting, onboarding and advisory through to execution, servicing and operations — to grow assets, modernise their front-to-back platforms, embed agentic AI, and reinvent operating models for hybrid, scalable advice. We support 9 of the top 10 global Asset management firms and partners with universal banks, private banks and independent asset managers across all business models and asset classes.

• Asset Management — our practitioners combine deep Asset-industry knowledge with consulting and technology skills, advising clients on advisor productivity, the intergenerational Asset transfer, private-markets and digital-asset access, unified front-to-back platforms and managed services.

Role Snapshot

Operating Group

Capital Markets [FS] Asset Management CoE

Level (Experience)

Analyst (3-6) / Consultant (7-11) / Manager (12-16) / Sr. Manager (17+)

Location

Bangalore / Mumbai / Pune / Hyderabad / Chennai

Travel Percentage

Expected travel could be anywhere between 0-100%

Principal Domain and Expertise

Suitable candidates will bring functional consulting expertise in the Asset Management industry, with the ability to advise clients on business strategy, operating model design, and technology-enabled transformation across the investment management value chain.

Core Asset Management Skills

• Distribution & Client Acquisition: Channel strategy, intermediary and institutional distribution models, digital sales transformation, sales effectiveness, CRM and data-driven distribution (e.g. Salesforce, next best action, adviser segmentation), client reporting automation and investor experience design
• Investment Operations: Front Office: Portfolio management and IBOR, order and execution management (OMS/EMS), investment research workflows, alternative data strategy, AI-enabled investment decision support
• Investment Operations: Middle Office: Performance measurement and attribution, risk management (market, credit, liquidity), Portfolio compliance monitoring, fund accounting and NAV oversight
• Investment Operations : Back Office: Post-trade processing, settlements and reconciliations, transfer agency, corporate actions, and fund administration (NAV calculation, fund accounting, TPA transformation, ABOR)
• Alternatives & Private Markets : Fund structuring and lifecycle management for Private Equity, Real Estate, Infrastructure or Hedge strategies; investor capital calls, distributions and waterfall calculations; portfolio data aggregation and investor reporting for illiquid assets

Enabling & Horizontal Skills

• Data, AI & Intelligent Automation: Data management strategy, AI/GenAI use case development, agentic process automation, intelligent operations, and digital transformation programs
• Technology & Platform Modernization: Investment platform strategy, vendor evaluation and selection (e.g. Aladdin, SimCorp, Charles River), core system transformation, cloud migration, and target operating model design
• ESG & Sustainable Investing: ESG data sourcing and integration, sustainable product structuring, reporting, ESG taxonomy alignment and disclosure frameworks
• Regulatory Change & Compliance: Regulatory impact assessment and implementation across key frameworks (e.g. Consumer Duty, MiFID II, EMIR, DORA, AIFMD, SFDR, SEBI); compliance operating model and controls design
• GCC & Global Delivery Model: Captive center setup, nearshore/offshore location strategy, global operating model design and managed services transitions for AM firms

Role Summary

Typical consulting and business-analyst responsibilities and experience include:

• Sound understanding and application of Artificial Intelligence / Agentic AI in a Asset management context
• Assess ‘AS IS – TO BE’ and define the Target Operating Model (TOM) for Asset front-to-back
• Develop and manage Business Requirement Specifications (BRS / BRD) and user stories
• Project Management and Change Management across onshore / offshore delivery
• Client Management, problem solving, excellent communication, requirement management, Agile delivery and business-case development
• Strengthen offerings — develop collateral, refine methodologies, track Asset practices and trends, and create and support proposals incorporating Accenture’s value proposition
• Incorporate Accenture best practices & delivery methodologies into every stage of the project-management lifecycle

Responsibilities by Level

Analysts / Consultants

• PMO support, testing support, data analysis and presentation support
• Foundational Asset management understanding and change expertise
• BRD / FRD / user-story ownership, documentation, process mapping and requirement gathering
• Independent workstream execution
• Problem structuring and recommendation development, stakeholder management

Experience and Skills

• Prior experience on consulting projects is a must. An ideal candidate would have contributed to transformation and technology-improvement programs for Asset management firms.
• Deep functional knowledge of asset front office (advisory), middle office, client servicing and operations.
• Experience in strategy, operations, process redesign or business architecture in a Asset Management / financial services environment is highly desired.
• Hands-on experience with Asset Management and advisor platforms TCS BaNCS, Salesforce Financial Services Cloud, Fenergo, Broadridge, Charles River, GoldenSource, SimCorp or equivalent market platforms.
• Knowledge of Asset products and instruments including equities, fixed income, mutual funds, ETFs, alternatives, structured products, managed accounts, FX, deposits, lending, insurance / annuities and family office solutions.
• Good understanding of industry trends, challenges, and business and technology imperatives across Asset management.
• Manager and Senior Manager candidates should have strong strategy and consulting experience in leading client discussions, RFI / RFP / RFQ responses, proposals, client orals, sales shaping and engagement expansion
• AI-enabled operations / intelligent process transformation.

Education Qualifications

Must have a Master’s Management Degree (MBA, PGDBM, MMS etc.). CFA / FRM / CFP / CWM / PRM or other industry-specific certification is an added advantage.

Key Competencies and Skills

• Demonstrate proficiency in Digital, Agentic AI, Robotics Process Automation (RPA), data and analytics, and risk management from an Investment Banking and Asset management perspective.
• Excellent communication, presentation and client-interaction skills.
• Structured problem solving and ability to convert ambiguous client issues into clear hypotheses, workplans and recommendations.
• Analytical bent of mind, with the ability to decide on the nature of information needed and derive business sense from it.
• Ability to think logically and present ideas convincingly.
• Initiative in keeping abreast of changing Asset management and servicing industry practices, analysis and design methods, tools, techniques and emerging technologies.
• Ability to develop and maintain working relationships with a number of stakeholders and senior professionals.

Additional Information

• Visa readiness for the US, UK, Europe, Middle East or APAC markets is a plus for suitable candidates
• Candidates should be comfortable with variable travel requirements and global delivery collaboration