EY Associate Director - WAM 

India, Karnataka, Bengaluru 

400938928

GDS Business Consulting – Business Transformation (Wealth and Asset Management - Alternatives)

• Partners with the team to deliver high quality work during the engagement while balancing overall project economics
• Actively reviews and explore opportunities to improve, optimize and enhance ways of working
• Provides status communications to project and business teams
• Practice development (support and participate in activities such as internal training & development, recruitment, etc.)
• Own and develop our offerings and assets
• Demonstrated ability to present ideas clearly and concisely; ability to prepare presentations for senior-level client stakeholders
• Undertaking sales origination, including working with client teams to identify opportunities
• Leverage and improve various frameworks, methodologies, solutions specific to our offerings

Responsibilities include but are not limited to

• Define the Business Transformation GTM (Go to Market) proposition for GDS in partnership with vision of the member firms for the WAM sector and the Alternative Asset Class (Private Equity, Private Credit, Real Estate, Hedge Funds)
• Building the right business consulting capability (skills and competencies) at GDS for the Alternatives Asset Class in line with the Market trends and demand from EY member firms
• Lead all aspects of the WAM business transformation competency including hiring, personnel development, training, utilization, investments into future focus areas, relationship building with key stakeholders across the Globe
• Partner with the EY member firms across the Globe in responding to RFP pursuits and large strategic proposals
• Be responsible for the growth of the Business Transformation / Consulting competency at GDS for the WAM sector

Requirements

• Fluent written and verbal communication and presentation kills in English
• Excellent interpersonal skills and stakeholder management
• 15 plus years of experience (with large Global Asset and Wealth Managers) with atleast 5 years in the Alternatives space including the following
  • Front and Middle Office Transformation
    • Order Management
    • Portfolio Management
  • Middle Office Transformation
    • Trade Processing
    • Trade Confirmations
    • Trade Settlements
    • Asset Servicing (Security Reference Data, Corporate Actions, Pricing, Valuations)
    • Reconciliations
    • Performance and Attribution
  • Back Office Transformation
    • Fee Calculations
    • LP, GP Allocations
    • Carried Interest
    • Waterfall methodology
  • Good Exp in atleast in one of the following systems. Implementation experience is preferred
    • Close ended Funds - eFront, LemonEdge, Yardi,
    • Syndicated Loan s- Wall Street Office, Everest Bank Loans
  • Good understanding of concepts specific to the alts asset class including SME level expertise in atleast 1 of the following
    • Carried Interest, Waterfall Calcs
    • Loan Syndications – Delayed Compensation, Revolver Credits, Payments in Kind
  • Target Operating Model definitions for middle and back offices
    • Current State Assessments
    • Future State design and definitions
    • Future State Operating Model along with Roadmaps for executions
  • Large scale transitions and transformations in the middle and back office spaces
• Experience in driving large business transformational programs across Asset Managers in the Alternatives asset class that has resulted in better customer/client experiences, cost optimizations, driving efficiencies, risk mitigations, higher controls etc with the ability to articulate the why, what, how and the outcomes of the exercise.

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