FSO, Strategy & Transformation, WAM Senior
EYAbout the role
Primary location for this role is in NY.
EY is the only professional services firm with a separate business unit (Financial Services Organization or FSO) that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team!
The opportunity
Assist our clients in better aligning their organizations' operating infrastructures with their strategies. We have a broad range of capabilities to assist clients with operational improvement, profitability management, finance function activities and business integration. Your time will be dedicated to the asset management business, both traditional and alternative. In return, you can expect leading-class learning and development that is tailored to your unique interests and motivations. You’ll be given all the skills, knowledge and opportunities to progress and become ready to build a better working world for our people, our clients and the communities that support us.
Your key responsibilities
Building relationships is the key. You will be a high-profile contact when it comes to motivating client engagement teams with diverse skills and backgrounds by fostering an innovative and inclusive team-oriented work environment. As you build knowledge and experience, you’ll become a credible advisor to junior consultants within the organization, as well as the clients.
Skills and attributes for success
- Drive high-quality work products within expected time frames and on budget
- Be willing to roll up sleeves, work hard, ask questions and be a good team player to establish trust within the team and with the client, and a strong personal brand
- Foster relationships with client personnel at appropriate levels
- Constantly develop your understanding of current asset management industry trends, relevant to the client's business and processes, and share your knowledge to develop junior colleagues
- Understand our clients’ unique ambitions and needs and refer them to colleagues on other teams and in other areas to broaden our business relationships where possible
To qualify for the role you must have
- Bachelor's degree in business, finance, accounting, computer science, engineering or a related field
- Career progression with a minimum of two to three years of experience working at either a traditional or alternative asset management firm, the investment area of an insurance company, a third-party service provider, a technology vendor servicing the asset management industry or financial services consulting experience
- Strong written and verbal communication, presentation, client service and technical writing skills
- Process improvement mindset going above and beyond to identify operational inefficiencies and taking steps to improve processes and automating repetitive tasks
- Strong interest in further developing industry and deep content knowledge in asset management
- Willingness to travel to meet client needs; valid driver's license and passport required
Ideally you’ll also have
- Experience with identifying use cases for smart automation and/o
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