WAM-BA-Lead-Manager
EY
EY
EY is building a better working world by creating long-term value for clients, people, and society, fostering trust in 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 complex issues.
This role focuses on Business Analyst professionals with deep expertise and prior work experience in asset classes like fixed income, equity, or derivatives. Essential experience includes working with front-office applications, managing data, understanding relational data models, and executing SQL queries. A strong understanding of the buy-side business within Wealth and Asset Management firms is also crucial.
As an integral part of the Wealth and Asset Management (WAM) projects, you will function as an individual contributor or lead team members. Key responsibilities involve understanding project requirements and meticulously crafting detailed user stories with acceptance criteria. You will act as a liaison, communicating effectively with onsite coordinators and clients when necessary. Timely completion of assigned tasks and regular status reporting to management are expected. This role also includes interfacing with data to provide requirements and vice versa, and readiness for potential travel to client locations.
We are seeking professionals with a strong background in financial services or capital markets, possessing domain knowledge across front, middle, and back office functions for both buy and sell sides. A solid understanding of portfolio management, trade execution, data control, operations, and portfolio administration is required. Candidates should have a high-level grasp of data models and application/business architecture. The ability to interpret client needs, translate them into actionable tasks for the team, and define customization and integration requirements is vital. Experience with databases such as Oracle, MS SQL, or DB2, coupled with strong data analytics skills, is essential. A comprehensive understanding of CFA concepts related to portfolio management, wealth planning, fixed income, equity, alternate investments, and derivatives is also a key requirement. Excellent leadership and client-facing skills are mandatory. An MBA/MCA/BE/B.Tech or equivalent with over 15 years of experience is necessary.
EY Global Delivery Services ( EY GDS)
Financial Services