Senior Consultant - Capital Market - Data Analytics - Business Consulting

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Here are some engagements our Capital Markets consultants are working on:

• Conducting strategic assessments to define future state functional / technical architecture to meet strategic client objectives leveraging Design Thinking, Service Blueprinting approach.
• Data transformation projects modernize outdated processes by integrating cloud-based solutions, enabling enhanced scalability, automation, and real-time data accessibility for optimized business operations
• Digitalization of Advisory Platforms covering end to end Advisory lifecycle from Prospecting to Portfolio Management
• Lead and execute data-driven projects focused on various financial concepts data pipelines and reporting; Product Master implementation, providing single source of truth for product-related data, ensuring consistency across trading, risk management, compliance, and reporting functions plus integration across financial systems
• Leverage Generative AI to automate UAT processes and optimize data pipeline development, ensuring efficiency, scalability, and seamless integration across enterprise systems
• Machine Learning driven personalization - life events, investment ideas, service alerts and assessment of client attrition risk
• Intuitive Advisor Power BI/Tableau Dashboard that provides an advisor full view of his/her book and action items
• Reimage Operations Users Experience to create an Intelligent Ops dashboard (with KPIs, Real-time notifications, SLAs etc.) with direct access to ops systems

Responsibilities

• Set product strategy and influence acceptance and adoption of that strategy with the end user's experience at the center of their decision making.
• Manage the product line life cycle from the strategic planning to tactical initiatives for both vended and custom solutions.
• Functional analysis / SME for specific journeys. E.g.: Prospecting, Financial Planning, Portfolio Mgmt., Servicing, Onboarding, Advisor Dashboard
• Technical data analysis involves systematically examining large datasets to identify patterns, extract insights, and support data-driven decision-making through statistical methods, predictive modeling, and advanced analytical techniques.
• Specify the market requirements in relation to the business' product for both existing and future products based on market research realized through interactions with the clients, consumers, and prospective users.
• Collaborate cross-functionally with business partners including engineering, marketing, design, and sales to allow for the smooth and efficient flow of product activities.
• Work closely with technical departments to ensure user needs are being met and resolve issues as they emerge and evolve.
• You will also lead / contribute to sales pursuits, consulting offerings and internal initiatives to participate in a variety of Firm building events.
• Scrum master

Basic Qualifications

• Bachelor's degree or equivalent required
• Prior work experience of 7 years either in management consulting or directly working on advisory business, technology or operational change initiatives in Capital Markets industry.
• Demonstrated ability in defining, mobilizing, and delivering complex change programs in Asset / Capital Markets firms.
• Intermediate proficiency in SQL, Power BI and Tableau.
• Excellent presentation and facilitation skills with ability to build relationships at senior management and CXO levels
• Experience of collaborating with teams, comprising both IT and business specialists.
• Scrum/Agile experience

Preferred Qualifications / Skills

• Strong knowledge of Capital Markets industry and business models across North America.
• Advanced proficiency in SQL, Power BI, Tableau, Python, and API development for robust data analysis and visualization.
• Ability to interact with Financial Advisors, operations, technology and practice leaders alike to understand business models, pain points, regulatory obligations and craft innovative solutions to drive value while balancing standardization.
• PMI/Agile certified
• Experience working on industry leading managed account solutions / platforms.
• Experience in UX/UI programs in Capital Markets or Asset Management industry to improve client and/or advisor experience.
• Ability and willingness to work as part of a cross-cultural team including flexibility to support multiple time zones when necessary
• Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time.

General Information

• Location flexibility enabling our consultants to execute engagements while being based in their preferred location
• Flexible "Work from Home" policies and robust infrastructure support enabling uninterrupted remote access to work
• Internal training & leadership programs complemented by industry recognized certifications for reskilling and upskilling
• Formal counselor-counselee system aiding and driving well rounded career growth
• Dedicated mentorship programs, driven by the firm's women leaders for select women consultants, to drive acclimatization and create future-ready leaders
• Return to Work program to ensure smooth transition for career returners, help new parents, and improve work flexibility
• Collaborative and open work environment for our consultants to share professional experiences and learn, and define their own success paths
• This job description may not cover or contain a comprehensive listing of all activities, duties and responsibilities that are required of the employee

Along with competitive pay, as a full-time Infosys employee you are also eligible for the following benefits :-

• Medical/Dental/Vision/Life Insurance
• Long-term/Short-term Disability
• Health and Dependent Care Reimbursement Accounts
• Insurance (Accident, Critical Illness , Hospital Indemnity, Legal)
• 401(k) plan and contributions dependent on salary level
• Paid holidays plus Paid Time Off