Manager - Business Analyst - Wealth & Asset Management

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. 

Service line - Position Title:

Consulting: WAM : Business Analyst : Manager

At EY, we’re all in to shape your future with confidence. 

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. 

Join EY and help to build a better working world. 

About Global Delivery Services

Global Delivery Services refers to EY's worldwide network of service delivery centers. The GDS team plays an important role in EY’s strategy by ensuring effective support to EY’s growth agenda.

Our journey started in 2002 with approximately 200 people. Today we stand at 80,000+ professionals in ten locations around the world. We operate in Argentina, China, Hungary, India, Philippines, Poland, Sri Lanka, Mexico, Spain and the United Kingdom.

Client service is focused on providing Consulting, Assurance, Tax, Strategy & Transactions, and Knowledge support to our clients around the world. The teams enable account teams worldwide to provide seamless, high-quality, value-added support, helping deliver exceptional client service.

Enablement Services provides cost-effective, high-skilled, and innovative services to support EY’s global and local enablement teams. Markets, BMC, AWS, Finance and Accounting, Risk Management, Procurement, People Shared Services, IT Service Delivery and IT Global Infrastructure services, are among the services offered by Enablement Services.

Our innovation specialists serve the GDS Client Service and Enablement Services teams, along with Service Lines, Core Business Services and Sectors. The team brings the desired environment, technologies and skilled teams together for facilitation, rapid prototyping and innovative thinking. The competencies offered include analytics, digital, user experience, mobile technology, infrastructure, Microsoft technologies and open innovation.

The Opportunity

• Business Analyst professionals with expertise and prior work experience on one or more asset classes such as fixed income, equity, derivatives etc
• Mandatory experience on working across front office application
• Technical experience of working on data, understand relational data models, SQL queries
• Exposure working with Wealth and Asset Management firms and complete understanding of the Buy side business

Your Key Responsibilities

• Need to work as an individual contributor / lead in one or more WAM projects
• As per project requirements, willing to manage a team of junior business analysts
• Understanding requirements and creating detailed stories along with acceptance criteria
• Interface and communicate with the onsite coordinators
• Completion of assigned tasks on time and regular status reporting to the lead
• Regular status reporting to the Manager and onsite coordinators
• Interface with the customer representatives as and when needed
• Interface with data to provide requirements & vice versa
• Should be ready to travel to customers locations on need basis
• Building a quality culture
• Manage the performance management for the direct reportees, as per the organization policies
• Foster teamwork and lead by example
• Training and mentoring of project resources
• Participating in the organization-wide people initiatives

Skills and attributes for success

• 8 to 12 years working as a business analyst in the financial industry with good knowledge on Capital Markets, Financial Market Asset Classes & Products and Trade Life cycle. Experience in Wealth Management Preferred.
• Sectorial experience in financial services / capital markets, with domain knowledge on different asset classes across front office, middle office and back office for either or both “buy” and “sell” side of business
• Good knowledge on portfolio management, trade execution, data control and operations and portfolio administration
• Should Posses high-level understanding of data model and application/business architecture around the package
• Good experience understanding client requirements and streamline them appropriately to the team.
• Understand high-level business requirements and relate them to appropriate package capabilities
• Define and validate customisation needs for package as per client requirements
• Define and validate integration / data requirements for package as per client requirements
• Experience in any or more of Oracle, MS SQL,DB2 databases. Good data analytics skills
• Review client processes and workflows and make recommendations to the client to maximise benefits from package.
• Show in-depth knowledge on CFA concepts like portfolio management, wealth planning, Fixed income, Equity, Alternate investment, Derivatives etc
• Good Leadership skills
• Excellent client-facing skills
• MBA/MCA/ BE / B.Tech/ equivalent with 8+ years.

Ideally, you’ll also

• Understanding of data analytics or data visualization concepts.
• Knowledge of version control tools like Git.
• Exposure to cloud platforms (Azure/AWS) is a plus.

What we look for

• Prior Client facing experience
• Techno functional knowledge of Core Wealth / Asset management with good exposure to Aladdin platform from BlackRock OR Charles River or any other equivalent platform

What we offer you

At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.

Are you ready to shape your future with confidence? Apply today. 

To help create an equitable and inclusive experience during the recruitment process, please inform us as soon as possible about any disability-related adjustments or accommodations you may need.

Our Commitment: As a commitment, we persistently endeavour to embody our values, fulfil our purpose, and champion inclusiveness. Our dedication is to cultivate EY into an environment where diverse perspectives are celebrated, creating a supportive atmosphere for individuals to authentically be themselves and contribute their utmost.

Professional Development: From entry-level employees to senior leaders, we believe in continuous learning. We offer opportunities to build new skills, take on leadership roles, and connect and grow through mentorship.

People and Culture: In our dynamic workplace, diversity, equity, and inclusiveness are ingrained in our culture. We're united by a commitment to create an environment where every individual's differences are valued, practices are equitable, fostering a sense of belonging. Our shared values include integrity, respect, teaming, inclusiveness, energy, enthusiasm, courage to lead, and building relationships based on doing the right thing.

Benefits: Embark on a transformative career journey with us and indulge in a suite of premium benefits, encompassing exclusive health and wellness packages, enticing rewards, and cutting-edge learning opportunities that empower you to continually grow and excel in your professional and personal development.

How to Apply: If you're passionate about joining us and aligned with our commitment to building a better working world, we encourage you to apply. Please express your interest through your Training and Placement Officer, and then complete our user-friendly application form with your personal and professional details, along with your consent for data privacy..

Successful candidates advance to a competency-based interview. If mutual interest persists, a job offer awaits.

“We are an equal opportunity employer and are committed to Diversity, Equity & Inclusion”.

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