Strategy Associate

Base Salary Range: $80-$100k USD. 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. Our culture of support and recognition provides tools and opportunities for growth while making an impact.

About the Role

The Strategy Associate will work directly with the co-CEOs, turning Ocorian's strategic priorities into well-planned, sequenced, and delivered initiatives. This role bridges intent and execution, ensuring Group-level decisions are implemented on time with measurable impact. Ocorian is a global business with over 2,000 colleagues across 20+ countries, serving thousands of clients in asset management, private wealth, and corporate services. The role provides high-quality execution capacity to the co-CEOs, structuring initiatives, building plans with business owners, and facilitating delivery.

This is a hands-on, early-career role with senior executive exposure, offering real ownership of workstreams and insight into how a global regulated financial services business operates.

Responsibilities

• Strategy Execution:
  • Facilitate strategy setting and articulation with the co-CEOs and 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, defining problem statements, options, resource requirements, timelines, and expected value.
  • Maintain a single, current view of strategic agenda progress and report at executive leadership level.
  • Follow through on decisions to ensure 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 clear, actionable insights.
  • Draft papers, presentations, and briefing notes for the executive team, Board, and external audiences.
  • Own discrete projects end-to-end on behalf of the co-CEO.
  • Handle confidential and commercially sensitive material with discretion.

Requirements

• Two to four years' experience in a business manager, project management, strategy, programme, or chief of staff role—ideally in financial or professional services, consulting, banking, or fintech start-ups/scale-ups.
• Strong academic record; a relevant degree or professional qualification is welcome but not essential.
• Structured problem-solving: ability to break down ambiguous questions, analyze data, and reach defensible conclusions.
• Exceptional PowerPoint and presentation skills, including the ability to create clear, well-designed executive and board-level decks.
• Clear, concise written English, with comfort drafting for executive and Board audiences.
• Project management discipline: ability to manage plans, actions, owners, deadlines, and follow-ups.
• Confidence engaging with senior stakeholders across cultures and time zones.
• Genuine interest in financial services, outsourcing solutions, and practical AI applications.
• Comfort exploring and using AI tools daily, championing new use cases and adoption.
• Entrepreneurial ownership: willingness to roll up sleeves, dive into details, and drive initiatives to completion.
• Ability to stay organized when priorities shift quickly, keeping track of multiple workstreams.
• Quick learner, able to master unfamiliar subjects to a useful depth.
• Discreet, ambitious, with sound judgment on confidentiality and a clear appetite to build a career at Ocorian.

Benefits

All staff are expected to embody our core values, which underpin everything we do:

• Client Centric: Clients are at the center of our world; we provide expertise and specialist solutions to meet their complex challenges.
• Ambitious: We aim high, thinking and acting globally to delight clients and support colleagues.
• Agile: We take initiative to get things done efficiently and effectively for our clients.
• Collaborative: With a curious mindset, we ask the right questions and work together to find solutions faster.
• Ethical: We behave with integrity, building trust through responsible actions and honest relationships.