- Project status
- Project start date
- Not specified
- Project posted
- 18 Oct 2017 15:50
- Project duration (approx.)
- 2.5 Days
- Budget (approx.)
- US$8000 (fixed cost)
- Level of Experience
- Investment Management
- Area of expertise
- Analyst / Research
- Consultant location
- English (Essential)
Objectives and Key Deliverables
We are a US-based, PE-backed business providing a platform for retail investors, in the UK these are IFAs. Part of our expansion plan is a potential entrance into the UK market so require a consultant to assist us in assess the market.
(1) Size the market from the perspective of a potential software vendor entrant
(2) Evaluate the competitive landscape for the software vendor today.
(3) Assess unmet needs on the side of independent advisors (IFAs) when it comes to type of service / value add provided by the software vendor.
The research should be a combination of desk and primary research through our expert network providers.
-Associate/Consultant level at a tier 1 firm (Bain, McKinsey, BCG) -Some experience of the UK retail investment landscape and value chain, allowing them to get up to speed very quickly and speak intelligently with industry executives.
-Available to start from Monday 23rd October