Strategy Associate - Capital Partners

Strategy Associate – Capital Partners

4-5+ years’ experience in management consulting, corporate strategy, or other corporate strategic function
Bachelor’s degree required, MBA a bonus
Experience in financial services and/or asset management strategy
Knowledge of industry dynamics, key players, emerging trends, and products
Intellectually curious and contributes to a learning culture
Highly self-motivated and energized by tackling new problems or identifying new opportunities
Excellent written and verbal communication skills with the ability to take complex topics and break them into simpler, easier to understand ideas
Strong business acumen and proven analytical skills with attention to detail, focusing on quality and accuracy
Strong research, presentation, and creative skills
Experience scoping, managing and leading workstreams
Comfortable with ambiguity and easily adapts to fast-paced, evolving needs
Comfortable working with large data sets and the tools to distill insights
Strong expertise with Microsoft Suite – PowerPoint, Excel, Word

Be a key member of the CP Strategy team responsible for defining our longer-term strategy and ways to execute on it most effectively
Leverage customer feedback, market research and data/analytics to inform strategic analysis
Develop a keen understanding of the industry landscape for private banking and asset management
Support development of dashboards, competitive benchmarking, and market intelligence to monitor strategic priorities, identify threats and keep a pulse on evolving trends
Digest and distill complex topics and research into easily accessible and understood content or visualizations to facilitate executive level conversations
Work cross-functionally with business partners to drive initiatives forward
Undertake independent analysis of various areas of the business to help identify opportunities to grow and scale

Experience and proficiency with data visualization and insights tools preferred– Tableau, Qlik Sense