Strategy Associate

Base Salary Range: $80-$100k USD

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

Purpose of the Job

The Strategy Associate will work directly to the co-CEOs, turning Ocorian's strategic priorities into work that is properly planned, sequenced and delivered. The role is the connective tissue between intent and execution: it takes the decisions made at Group level and makes sure they land in the business, on time and with evidence of impact.

Ocorian is a global business of more than 2,000 colleagues across 20+ countries, serving thousands of clients across asset manager services, private wealth and corporates and issuer services.

The role exists to give the co-CEOs high-quality execution capacity. It structures initiatives, builds the plan in patnership with accountable business owners, chases the detail, and facilitates delivery of expected outcomes.

This is a hands-on, early-career role with unusually senior executive exposure. In practice the Strategy Associate will be working directly with the executive team, seeing how a global regulated financial services business is actually run, and trusted with real ownership of workstreams from the outset.

Main Responsibilities

Strategy Execution

• Facilitate strategy setting and articulation with the co-CEOs and the executive team
• Translate Group and service line strategic priorities into clear workplans with named owners, milestones, dependencies and success measures.
• Scope new initiatives with the sponsoring executive: problem statement, options, resource requirement, timeline and expected value.
• Maintain a single, current view of the progress of the strategic agenda and report at executive leadership
• Follow through on decisions taken in executive forums so that actions are assigned, understood and completed

Analysis, Insight & Support to the co-CEO

• Prepare analysis on markets, competitors, clients and internal performance to inform strategic choices.
• Turn complex or incomplete information into a clear
• Draft papers, presentations and briefing notes for the executive team, the Board and, where appropriate, external audiences.
• Own a small number of discrete projects end to end on behalf of the co-CEO.
• Handle confidential and commercially sensitive material with complete discretion.

Knowledge, Skills & Experience

• Two to four years' experience in a business manager, project management, strategy, programme or chief of staff type role - in a financial or professional services, consulting, banking or fintech start-ups or scale-ups
• Strong academic record; a relevant degree or professional qualification is welcome but not essential.
• Structured problem solving: able to take an ambiguous question, break it down, and reach an answer defensible through data and factual analysis.
• Exceptional PowerPoint and presentation skills: able to build a clear, well-designed executive and board-level decks
• Clear, concise written English, and comfort drafting for an executive and Board audience.
• Project management discipline - plans, actions, owners, dates, follow-up
• Confident with senior stakeholders across cultures and time zones,
• Genuine interest in financial services, outsourcing solutions and practical application of AI tools
• Comfortable exploring and using AI tools day to day and being a champion for new use cases and adoption
• Entrepreneurial ownership: happy to roll sleeves up, be in the detail personally, and finish things without being chased.
• Organised when priorities move at short notice, keeping track of everything in flight.
• Quick to learn an unfamiliar subject to a useful level of depth.
• Discreet and ambitious, with sound judgement on confidentiality and a clear appetite to build a career at Ocorian.

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful.  These are:

• We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.