Associate - Technology Consulting (Financial Services), Wealth & Asset Management
Job Description
The Opportunity
Join Global Financial Services (GFS) and you will work with multi-disciplinary teams from around the world to deliver a global perspective. We are the only professional services organisation who has a separate business dedicated exclusively to the financial services marketplace dealing with asset management, banking and capital markets, insurance and private equity.
Your Key Responsibilities
Join Global Financial Services (GFS) and you will work with multi-disciplinary teams from around the world to deliver a global perspective. We are the only professional services organisation who has a separate business dedicated exclusively to the financial services marketplace dealing with asset management, banking and capital markets, insurance and private equity.
Your Key Responsibilities
- Supporting the analysis, design, and implementation of technology solutions for wealth and asset management clients.
- Assisting in the configuration and deployment of platforms such as portfolio management systems, CRM solutions, and deal workflow management tools.
- Gathering, analyzing, and documenting business and functional requirements, translating them into solution designs and technical specifications.
- Participating in project delivery activities including testing, user acceptance testing (UAT), training, and change management.
- Preparing project documentation, status reports, client presentations, and training materials.
- Collaborating with business and technical stakeholders to identify process improvement opportunities and technology-driven solutions.
- Conducting research on emerging technologies, market trends, and regulatory developments affecting the financial services industry.
- Supporting business development initiatives, proposals, client workshops, and thought leadership activities.
- Bachelor's degree in Computer Science, Computer Engineering, Information Technology, Business Analytics, Information Systems, or a related discipline.
- Strong interest in digital transformation and technology consulting within the financial services sector, particularly wealth and asset management.
- Knowledge of programming or scripting languages such as Python, Java, C#, or similar technologies.
- Understanding of databases, SQL, data modelling, and data integration concepts.
- Familiarity with Software Development Life Cycle (SDLC) methodologies including Agile, Waterfall, and DevOps practices.
- Strong analytical and problem-solving skills with the ability to manage multiple priorities in a fast-paced environment.
- Excellent communication and stakeholder management skills, with the ability to present complex technical concepts clearly.
- Strong teamwork and collaboration skills, with the ability to work effectively across diverse teams.
- Proficiency in Microsoft Excel, PowerPoint, and Word.
- Understanding of wealth management, asset management, or broader financial services operations would be advantageous.
- A proactive learning mindset with a passion for technology, innovation, and continuous improvement.
- You are required to upload your latest resume and academic transcripts together with your online application.
- Due to high volume of applications, only shortlisted candidates will be contacted.
- To help create an equitable and inclusive experience during the recruitment process, please inform us as soon as possible about any disability-related adjustments or accommodations you may need.
More Info
Key Skills
Portfolio management systems
Deal workflow management tools
Software Development Life Cycle (SDLC)
CRM solutions



