Capco
Wealth & Asset Management
AIBusinessAnalyst
“AI Business Analyst at Capco. Skills: AI Business Analysis, Wealth & Asset Management transformation, AI enablement, stakeholder engagement, requirements gathering, Generative AI, workflow automation, responsible AI adoption. identify, analyse, and define AI-enabled business opportunities. Facilitate workshops”
What You'll Achieve.
improve operational efficiency, client servicing, investment operations, and employee productivity; AI-enabled solutions are measurable, practical, and aligned to business objectives; unlock the value of AI through practical, client-focused innovation and change
Industry & Context.
Analytical and adaptable mindset; translate operational and client challenges into practical AI-enabled solutions
What They're Looking For.
Must Have
Business Analyst experience within Wealth & Asset Management environments, stakeholder engagement, requirements gathering, workshop facilitation, communication skills, translate technical concepts into business-focused outcomes, Understanding of AI technologies and the wider AI/ML ecosystem, Experience supporting digital, data, or AI-enabled transformation programmes, Agile delivery methodologies, business process analysis, change adoption activities, Analytical and adaptable mindset, understanding of governance, operational risk, regulatory considerations, and responsible AI adoption within financial services
Nice to Have
Previous consulting or advisory experience supporting Wealth & Asset Management clients within a professional services environment, Experience supporting AI product delivery, workflow automation, client servicing transformation, or operational efficiency initiatives within investment or wealth management functions, Familiarity with investment operations, portfolio management workflows, client lifecycle processes, regulatory reporting, or data management within wealth and asset management, Experience developing reports, dashboards, presentations, or management information to support AI performance tracking and business decision-making, Exposure to tools and platforms such as Microsoft Copilot Studio, Power Platform, Power Automate, enterprise AI ecosystems, or investment operations technologies
What You'll Do.
and define AI-enabled business opportunities
gather and document requirements
analyse business processes
support the translation of operational and client challenges into practical AI-enabled solutions
contributing to backlog refinement
stakeholder coordination
and delivery activities
support the development
and rollout of AI-enabled capabilities
operational readiness
and change management activities
How You'll Work.
Team & Collaboration
Work closely with business stakeholders, delivery teams, and AI specialists; Partner with AI engineers, architects, product owners, and transformation teams; collaborative, flat, and entrepreneurial consulting culture; collaboration
Communication Scope
stakeholder engagement; communication skills; translate technical concepts into business-focused outcomes
Process & Methodology
Agile delivery methodologies, transformation delivery
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