Financial Services Office, EY Comply, Index Analyst Senior - Irvine, Philadelphia, San Antonio or NY

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.  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.  

EY is the only professional services firm with a separate business unit, the Financial Services Office (“FSO), dedicated to the wealth and asset management, bank and capital markets, and insurance firms. Our FSO teams have been at the forefront of the most significant industry events that are reshaping and redefining the financial services industry.  

 

If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come and join our dynamic FSO team!

The opportunity
You will play a crucial role in enabling asset managers to seamlessly incorporate indices into their investment strategies, utilizing elements of financial engineering, business analysis, and research. Your primary responsibility will be to ensure that the indices are tailored to meet client needs and regulatory requirements. Additionally, you will focus on the precision and timeliness of index data, a fundamental factor in driving astute investment decisions. You will collaborate with portfolio managers, account managers, technology teams, operations, and data vendors, underscoring the importance of a diverse, multifaceted approach to financial solutions. As a Senior in EY Comply you will work primarily at the Irvine, Philadelphia, Austin or NY office, which is comprised of high-performing resources, who work closely with our experienced client serving professionals, to deliver managed services to our Financial Services clients.  Join our team and assist leading asset managers in transforming their business models to address their most complex challenges.

Key responsibilities
•    Undertake feasibility studies for new benchmarks, incorporating financial engineering principles when needed. Develop tailored proposals based on client requirements, technical and vendor capabilities. This includes defining specific business rules for composite indexes, sub-indexes, and implementing currency hedging and other special strategies as required.
•    Collaborate with internal teams to implement client directives regarding benchmark construction and maintenance
•    Conduct risk assessments and develop scripts to model commodity-based and other security-based benchmark models and look-throughs
•    Provide oversight and conduct validations of index risk measures, prices, and security-level compositions ensuring key stakeholders are kept informed of progress and expected outcome.
•    Partner with technology to standardize data sources and identify opportunities to improve operational efficiencies and automation in index data management processes
•    Develop algorithms to identify, record, and correct index data quality issues.
•    Analyze and interpret key market drivers that impact index pricing, risks measures, and security level compositions.
•    Manage index vendor relationships and provide support and oversight for benchmark setup, maintenance, and system enhancements
•    Drive high quality work products within expected timeframes and budget. 

Skills and attributes for success
•    Resourceful problem-solver, approaching complex issues with a critical mindset and finding creative solutions and understanding of processes and excellent project management skills with the ability to execute multiple initiatives and tasks simultaneously.
•    Deliver consistent results for assigned responsibilities with a focus on excellence, attention to detail, and effective interpersonal and communication skills
•    Thrive in fast-paced environments, embracing shifting priorities and enjoying the challenge of working with ambiguity
•    Demonstrate credibility and trustworthiness through consistent behavior, high ethical standards, confidentiality, respect for others, integrity, and sound judgment
•    Ability to navigate unstructured processes and managing multiple demanding responsibilities
•    Develop relationships with team members across multiple geographic locations and time zones, building positive relationships and partnering effectively across diverse teams and external vendors, enabling others to reach their full potential
•    Show flexibility and ability to manage multiple responsibilities, including delivery of exceptional quality work to our clients. 
•    Be a motivated self-starter, eager to share knowledge and best practices with your colleagues and leaders.