EY Associate- Personal Independence 

India, Karnataka, Bengaluru 

189271509

Technical expertise

• Possess a solid understanding of financial products, such as equities, structured products, and mutual funds, while executing work requests and projects from initiation to completion according to established procedures.
• Conduct research and analysis on EY professionals' financial interests and family relationships, including brokerage accounts, loans, and insurance policies, to assess the permissibility of their investments.
• Participate in wide range of projects and collaborate with project managers for timely completion of assigned work.
• Deliver comprehensive testing support to regions and carrying out global Independence compliance processes in accordance with EY Global policies & local regional requirements.
• Take part in team discussions/activities, service functions/organization wide initiatives.
• Research and gather required information from various external and internal sources.
• Understand and strive to meet and exceed the defined individual KPIs for the role.
• Build working knowledge of different internal Independence tools under team’s purview
• Develop technical expertise of personal independence processes to assume subject matter expert responsibilities.

Skills and attributes for success

• Possess strong communication and inter-personal skills.
• Foster a diverse and inclusive team environment by actively participating in team events and engagements.
• Must possess a client- centric and enablement mindset.
• Demonstrate professionalism, industry competence, and clear communication when engaging with onshore teams.
• Prioritize tasks and manage time efficiently to meet business expectations while maintaining quality and adhering to deadlines.
• Consistently uphold the highest standards of ethics, integrity, and core values.
• Ability to handle sensitive information confidentially and work effectively around confidential information.
• Demonstrate adaptability and agility in dynamic situations, effectively facilitating change management.

To qualify for the role, you must have

• Masters/post-graduate degree (preferably in Finance) from a reputed institute.
• 6 months – 3 years of experience in research and analysis in a professional services firm
• Well-developed analytical, interpersonal, and communication (both verbal and written) skills in English
• Basic understanding of financial products like equities, mutual funds, pension plans, insurance policies etc.

Technologies and Tools

• Experience in MS office suites like Outlook, MS excel, Word, SharePoint etc.

What you can look for

• A team of people with technical experience, business acumen and enthusiasm to learn new things in this fast-moving environment.
• A team of professionals driven by growth and client enablement mindset, while safeguarding EY’s brand name.
• A team that runs on foundational values of trust, respect, integrity and teaming.
• A team that functions with One-Team mindset and values diversity and inclusiveness.
• Opportunities to work with Global teams and stakeholders
• A team that thrives on continuous improvement and bringing in efficiencies to processes.

• India (Gurgaon, Kochi and Bengaluru)

What we offer

EY Global Delivery Services (GDS) is a dynamic and truly global delivery network. We work across six locations – Argentina, China, India, the Philippines, Poland and the UK – 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 make a meaningfulimpact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader theworld needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.