Jobs and Careers
EY

Senior WAM Business Analyst

EY
Wrocław, Polandfull_timeVerifiedPosted 23 Apr 2024

About the role

Senior WAM Business Analyst

 

Let us introduce you the job offer by EY GDS Poland – a member of the global integrated service delivery center network by EY.


We are currently enforcing the team in Financial Services area with the portfolio wide spread around the globe, dedicated to the wealth and asset management sector. Our clients are the top players of the market. Our FS teams have been at the forefront of the most significant industry events that are reshaping and redefining the clients products. You will play a key role in defining the way our Wealth and Asset Management clients transform their business models to address their most complex reporting and technology challenges.

 

The opportunity

 

As a Senior WAM Business Analyst you will work as a team/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.

 

Your key responsibilities

 

  • Liaise and manage key stakeholders and technical teams to ensure the successfully delivered solutions
  • Interface with the customer representatives as and when needed
  • Organize and conduct workshops with the customer, collect business requirements
  • Timely completion of assigned tasks
  • Regular status reporting to the Manager and onsite coordinators
  • Support for testing of created applications / systems
  • Build a quality work culture
  • Foster teamwork and lead by example
  • Participate in the organization-wide people initiatives
  • Travel to customers locations on need basis

 

Skills and attributes for success

 

  • Very good knowledge of English language
  • Over 3 years experience in end to end implementation as Business Analyst in Wealth or Asset management Industry
  • Strong knowledge on various asset classes such as fixed income, equity, derivatives across front office, middle office and back office for either or both “buy” and “sell” side of business
  • Ability to gather business requirements (product settings, workflows, accounting rules, etc.) from our customers and translate these into personalized configuration and setup
  • Ability to act as a bridge between the client and the Developers, translate the requirement into technical language for the developers

 

To qualify for the role, you must have

 

  • Exposure to portfolio management, trade execution, data control and operations and portfolio administration
  • High-level understanding of data model and application/business architecture around the package
  • Good experience in understanding client requirements and streamlining them appropriately to the team
  • Understand high-level business requirements and relate them to appropriate package capabilities
  • Review client processes and workflows and make recommendations to the client to maximize benefits from package

 

Ideally, you’ll also have

 

  • Techno functional knowledge of Core Wealth/ Asset management with good exposure to Aladdin platform from BlackRock OR Charles River or any other equivalent platform
  • Exposure to Avaloq, Temenos, Simcorp or FIS Wealth management products
  • Exposure to Charles River, Aladdin, Bloomberg AIM or other front office platforms
  • Technical experience of working on data, understand relational data models, SQL queries
  • Experience in any or more of Oracle, MS SQL, DB2 databases. Good data analytics skills
  • Advance excel and VBA skills
  • Presentation skills

 

What we look for

 

Professionals with prior work experience in Wealth or Asset Management Industry, who have team-work, Client Centricity approach and growth mindset.

 

What we offer

 

EY Global Delivery Services (GDS) is a dynamic and truly global delivery network. We work across ten locations –  Argentina, China, 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

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Company

EY

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