Management Consultant – Private Markets

Duration: Initial 8 weeks with possibility of extension for implementation

Rate: £800 - £1,200 day rate (Umbrella inside IR35)

Start Date: Beginning July (TBC)

Overview

We are seeking a highly capable and driven Management Consultant to support the definition and initial delivery planning of a Management Information (MI) strategy for our newly launched Wealth platform. This initial engagement will focus on scoping and shaping a comprehensive and scalable MI and reporting framework that supports capital flows, investment deployment, and performance tracking across Wealth strategies. The successful candidate will lead a diagnostic phase collating business needs and translating into clearly defined system and data requirements ahead of proposing an implementation plan. This role demands a confident self-starter with strong data analysis acumen, process design expertise, the ability to work cross-functionally across business and technical teams, and knowledge of the Private Markets Investor operating model.

• Key Responsibilities
• MI Strategy Definition
• Define the critical performance and operational metrics needed to support the Wealth platform (e.g. distribution, net capital, pipeline, portfolio performance, liquidity).
• Work with business stakeholders to identify and prioritise key reporting requirements across capital raising, investment monitoring, and strategic management.
• Data Mapping and Requirements Gathering
• Map where the relevant data resides across internal systems and teams (e.g. Fund Operations, Distribution, Portfolio Monitoring, eFront, spreadsheets).
• Lead stakeholder workshops and interviews to document business needs and current-state data flows.
• Translate business requirements into clear data, systems and process specifications to inform future build and resourcing decisions.
• Implementation Planning
• Design a high-level implementation roadmap with phased deliverables.
• Recommend appropriate technologies, tooling, and resourcing models.
• Highlight dependencies, risks and critical success factors for execution.

Skills & Experience

Essential:

• Proven experience working as a Management Consultant in financial services, ideally within private markets, fund operations, or wealth management.
• Strong analytical, documentation and process design skills.
• Ability to work across teams to gather, challenge and refine business and technical inputs.
• Excellent communication skills, including experience facilitating workshops and producing executive-level deliverables.
• Self-starter with a challenger mindset, able to work independently in a fast-paced, ambiguous environment.
• An AI-first mindset, with the ability to pragmatically and safely consider where AI technologies may be applied to improve processes, reporting, or insight generation.

Desirable:

• Familiarity with reporting platforms and data environments such as Power BI and Snowflake.
• Understanding of the full data lifecycle and principles of scalable reporting architecture.
• Experience with performance and distribution metrics in an investment context.