Lead Business analyst in Wealth and Asset Management
EY · Katowice, Poland · 28d ago
Lead Business analyst in Wealth and Asset Management
Location: Katowice - 2 days office / 3 days remote
Let us introduce you the job offer by EY GDS Poland – a member of the global integrated service delivery center network by EY.
This specific position gives you the opportunity to interact within international environment and work with the most recognizable and influential players on the market in the world of risk analysis, regulatory rules and international wealth and asset management.
The opportunity
As a Lead Business analyst, you will work as a team lead in one of the projects for International Customer. You will be responsible for managing and delivering innovative solutions to the clients from Wealth & Asset Management sector, focusing on European market.
Your key responsibilities
Work as a Business Continuity Lead analyst to contribute in various streams of implementation in Wealth and Asset management projects:
- Lead business analysis efforts using Primedex and related systems to support Wealth and Asset Management projects.
- Conduct AS IS analysis using UBIX to understand current processes and identify improvement opportunities.
- Provide hands-on expertise with legacy systems such as UBIX, GMI, or Clearvision (FIS / Sungard) with batch-oriented processing.
- Set up and manage Trade Life Cycle Mapping, including Corporate Actions, Expiry, Exercise/Assignments.
- Support Clearing & Settlement processes.
- Analyze and implement Margining Models such as SPAN and PRSMA.
- Manage Fees, Taxes, and Commissions processes.
- Work with products including ETD (Options & Futures) and Cleared OTC Derivatives.
- Collaborate with EUREX / EurexClearing and UBS Clearing Broker.
- Support Margining and Collateral management (cash and securities).
- Ensure compliance with regulatory frameworks including EMIR and MiFID.
- Provide UAT support to ensure quality delivery and client satisfaction.
Skills and attributes for success
- Strong experience as a Business Analyst in Wealth & Asset Management, with expertise in Primedex and related trade lifecycle systems.
- Proficient in AS IS analysis and hands-on experience with UBIX, GMI, or Clearvision legacy systems.
- Deep understanding of trade lifecycle processes including clearing, settlement, margining, and collateral management.
- Knowledge of margining models (SPAN, PRSMA) and regulatory requirements (EMIR, MiFID).
- Excellent client liaison, communication, and stakeholder management skills.
- Ability to lead teams and manage projects effectively in a client-facing consulting role.
- Strong commercial awareness and ability to identify new business opportunities.
- Experience supporting UAT and ensuring successful project delivery.
To qualify for the role, you must have
The above skills and attributes required, as listed, and furthermore:
- Experience with financial and asset management regulations.
- Proven ability to manage and develop teams.
- German language – most possibly required for in-project communication.
- Strong academic background.
Ideally, you’ll also have
- Knowledge of regulatory frameworks relevant to the role, including EMIR and MiFID, with the ability to translate regulatory requirements into business solutions.
- Prior experience in the Asset Management industry with a focus on operational processes and risk management related to financial instruments and alternative investments.
What we look for
- Professionals with prior work experience in Wealth or Asset Management Industry, who have teamwork, Client Centricity approach and growth mindset and have worked with regulatory requirements and risks before.
- Able to work on independently
- Willing to guide other team members
- Willingness to learn and expand technical skills working in international environment
What we offer
EY Global Delivery Services (GDS) is a dynamic and truly global delivery network. We work across nine locations – Argentina, Hungary, India, the Philippines, Poland, Sri Lanka, Mexico, Spain and the United Kingdom – and with teams from all EY service lines, geographies and sectors, playing a vital role in the delivery of the EY growth strategy. From accountants to coders to advisory consultants, we offer a wide variety of fulfilling career opportunities that span all business disciplines. In GDS, you will collaborate with EY teams on exciting projects and work with well-known brands from across the globe. We’ll introduce you to an ever-expanding ecosystem of people, learning, skills and insights that will stay with you throughout your career.
- Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
- Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
- Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
- Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
About EY
EY | Building a better working world
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.
Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.
Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.
If you can demonstrate that you meet the criteria above, please contact us as soon as possible.
The exceptional EY experience. It’s yours to build.
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