Consultant, Financial Services

About the Role

We are seeking a highly motivated Consultant to join our Financial Services Consulting practice as a Forward Deployed Business Analyst (FDBA). This role involves embedding with client teams to own business outcomes, leveraging data, analytics, and AI as a core part of the workflow. You will act as a strategic advisor, AI operator, and execution partner.

Key Responsibilities

• AI-Enabled Consulting Delivery: Apply consulting tools and emerging AI-enabled, no-code, low-code, automation, and analytics platforms to accelerate research, analysis, documentation, prototyping, process mapping, stakeholder alignment, and delivery execution. This includes defining agent responsibilities, decision boundaries, escalation paths, and human-in-the-loop controls for safe, reliable, and compliant operation within financial services environments.
• Client Engagement & Delivery: Work directly with client business, operations, product, data, and technology teams to understand strategic objectives, operational challenges, technical constraints, stakeholder priorities, and desired business outcomes.
• Strategic Problem Solving: Assess current-state processes, systems, data flows, risks, dependencies, and pain points to identify root causes, evaluate business impacts, and help define the design and implementation of strategic initiatives incorporating traditional and AI-enabled strategic solutions.
• Technical Business Analysis: Translate business needs into clear functional requirements, user stories, process flows, data requirements, business rules, acceptance criteria, and solution documentation, bridging business stakeholders and technical delivery teams with support from internal and client-approved AI solutions.
• Solution Design & Implementation Support: Partner with product owners, engineers, architects, data teams, and client stakeholders to support solution design, system implementation, workflow optimization, integration planning, UAT, validation, and implementation readiness across front, middle, and back-office platforms, including targeted use cases of AI- or agent-enabled solutions.
• Workstream Ownership & Execution: Own assigned tasks and deliverables by managing timelines, tracking risks, issues, decisions, and dependencies, proactively communicating progress, and driving initiatives from analysis through execution.
• Client-Ready Communication & Deliverables: Prepare structured, accurate, and polished materials, including presentations, executive summaries, business cases, impact assessments, process documentation, status reports, meeting outputs, and stakeholder communications.
• Internal Firm Support: Support proposals and business development initiatives, including client presentations and thought leadership, contributing perspectives on digital, data, and AI trends within financial services.

Qualifications

• Education: Bachelor’s degree in Engineering, AI Engineering & Computing, Computer Science, Data Science, Financial Engineering, or a related field. Master's degree preferred.
• Relevant Experience: Up to 2 years of post-graduate experience, including internships, academic projects, or work experience demonstrating business problem-solving, analytical thinking, professional communication, AI-enabled ways of working, and a proactive, forward-deployed BA mindset. Experience in financial services or management consulting is preferred.
• AI-Enabled Technical Proficiency: Foundational ability to leverage AI/GenAI tools, prompt engineering, and modern productivity platforms to accelerate business analysis, requirements gathering, process documentation, research, testing support, and stakeholder-ready deliverables. Apply sound judgment to validate and improve AI-generated outputs through responsible AI governance concepts.
• Traditional Technical Proficiency: Ability to use Microsoft Excel, Microsoft PowerPoint, Microsoft Visio, JIRA / Confluence, Microsoft PowerBI / Tableau, SQL and other related tools.
• Consulting Skillset: Strong communication skills, analytical thinking, attention to detail, ownership, teamwork, and intellectual curiosity. Ability to work closely with business and technology stakeholders, synthesize ambiguity, ask thoughtful questions, identify gaps, and help drive work forward.
• Financial Services Interest and Knowledge: Foundational understanding of, or demonstrated interest in, the financial services industry.