Financial Services Asset Management Advisory - Senior Associate

Financial Services Asset Management Advisory - Senior Associate

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Job Category Operations Consulting Level Senior Associate Specialty/Competency Operations Time Type Full time Travel Requirements Up to 80% Job ID 576208WD Location(s) FL-Miami, CA-Los Angeles, FL-Tampa, NC-Charlotte, GA-Atlanta, IL-Chicago, DC-Washington, MA-Boston, NY-New York, TX-Dallas, CA-San Francisco, PA-Philadelphia

A career in our Customer Service practice, within Operations Consulting services, will provide you with the opportunity to help our clients optimise all elements of their operations to move beyond the role of a cost effective business enabler and become a source of competitive advantages. We focus on product innovation and development, supply chain, procurement and sourcing, manufacturing operations, service operations and capital asset programmes to drive both growth and profitability. Our team helps organisations improve their customer interface, service delivery, and middle and back office operations. We use customer insights and market analytics to help our clients make smarter decisions, integrate products and services, and optimise their customer operations to enable sustainable growth.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

  • Use feedback and reflection to develop self awareness, personal strengths and address development areas.
  • Delegate to others to provide stretch opportunities, coaching them to deliver results.
  • Demonstrate critical thinking and the ability to bring order to unstructured problems.
  • Use a broad range of tools and techniques to extract insights from current industry or sector trends.
  • Review your work and that of others for quality, accuracy and relevance.
  • Know how and when to use tools available for a given situation and can explain the reasons for this choice.
  • Seek and embrace opportunities which give exposure to different situations, environments and perspectives.
  • Use straightforward communication, in a structured way, when influencing and connecting with others.
  • Able to read situations and modify behavior to build quality relationships.
  • Uphold the firm's code of ethics and business conduct.



PwC's Asset Management (AM) Advisory Group provides executive management and key decision makers with insights and advice on their most critical business challenges. Focusing on performance improvement related engagements, we work with our clients to assess their business and operating models. At the very core, our primary objective is to help asset and wealth managers to address the key business and operational challenges impacting their financial performance and competitive position. 

Job Requirements and Preferences:

Basic Qualifications:

Minimum Degree Required:
Bachelor's Degree

Required Field(s) of Study:
Accounting & Finance,Business Administration/Management,Corporate Finance,Economics and Finance

Minimum Year(s) of Experience:
3 year(s)

Preferred Qualifications:

Degree Preferred:
Master of Business Administration

Preferred Fields of Study:
Accounting & Finance,Business Administration/Management,Business Analytics,Corporate Finance,Economics and Finance,Financial Mathematics,Managerial Economics,Mathematical Economics,Mathematical Statistics,Quantitative Finance

Preferred Knowledge/Skills:

Demonstrates thorough abilities and/or a proven record of success as a team leader assisting engagement leaders with research, analytics, project management, and delivery including:Assisting competency leadership with practice development activities (e.g. development of training material, conference speeches, industry research, point of view publications, etc.); Assisting in client proposals;  Staying abreast of current business and industry trends; Demonstrating in-depth technical capabilities and professional knowledge; Remaining current on new developments in PwC’s advisory service capabilities; and, Possessing solid business acumen.Demonstrates thorough proven ability to deliver significant business results and strategic insights through the following skills:   Leading project work streams, emphasizing the ability to build collaborative relationships with team members and also work autonomously with minimal direction and oversight;  Communicating in written and verbal formats to various audiences, including senior business leadership, with the effective use of compelling visuals and a structured storyline; Conducting and managing a broad range of quantitative and qualitative research; Developing financial models based on discounted cash flow (e.g., NPV); Developing models to estimate market and segment sizes;
- Analyzing financial statements (e.g., balance sheet, income statement and cash flow) basic financial ratios (e.g., ROIC, ROE, ROA, etc.); 
- Understanding of basic managerial accounting concepts, including activity-based costing, contribution margin and their potential linkage to performance measurement;
- Understanding of strategy frameworks;    
- Leveraging structured thinking and the ability to develop storylines, including insights and recommendations;  
- Structuring and conducting meetings and/or interviews with client counterparts; and, 
- Using industry background and experience to apply specific insights.  Demonstrates thorough knowledge in the following: Trends and themes in the global asset management industry;  Asset class and investment product characteristics, (e.g., credit, private equity, infrastructure, real estate); Product vehicles (e.g. private equity, hedge funds, mutual funds, ETFs, etc.); Interdependencies between key industry stakeholders (e.g. fund managers, intermediaries, investors); Roles and responsibilities of functions across the asset management value chain; and,Digital solutions utilized by the industry. 


Learn more about how we work: https://pwc.to/how-we-work

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.



The salary range for this position is: $84,000 - $202,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Financial Services Asset Management Advisory - Senior Associate

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    PwC Recruiting: H-1B Lottery Policy

    PwC currently is not hiring experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth here.

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