Technical expertise
- Demonstrate thorough understanding and ability to interpret client’s company structure, applicability of different entity attributes and relationships in accordance with audit client and affiliate definition as per EYG Independence policy.
- Sound knowledge of flow of ownership to distinguish between the Asset Management and a private equity structure like fund’s investments as sub funds or portfolio companies.
- Ability to comprehend the relationship and linkages between different parties with ownership from multiple parents to have correct scope of services being offered under the independence rules.
- Perform and review the reconciliation, research and recommendations drafted as part of the procedures by Associate analysts/ analysts within the team.
- Perform and review secondary research performed by Associate analysts/analysts within the team on Capital IQ, FACTIVA, company filings, information available on SEC filings to identify the hierarchy and type of ownership flow.
- Develop technical expertise of Independence processes to assume subject matter expert responsibilities.
- Working knowledge of EY’s internal Independence and Finance tools and systems.
- Ability to comprehend interdependencies between systems to identify and fix discrepancies and bringing information in sync.
- Build strong credibility by sharing insights and technical acumen, while engaging in relevant discussions with internal and external stakeholders.
- Lead knowledge calibration sessions addressing process related questions from team members.
- Consistently assess current processes and suggest innovative solutions or ideas to enhance efficiency and drive improvements.
- Understand and work towards meeting and exceeding the defined individual and team KPIs for the role.
Client/Stakeholder Management
- Stay connected with the client serving/audit teams during project/request lifecycle.
- Organize and lead calls and share regular status updates, address queries, perform follow ups and gather accurate information for timely system updates.
- Act as a point of contact between the client teams, members of other Independence competencies, and relevant GDS functions to effectively coordinate efforts for a project/request.
Teaming and Collaboration
- Perform detailed reviews and provide feedback to Associate analysts/Analysts on projects/requests reviewed to drive highest delivery standards.
- Monitor and manage team performance by evaluating individuals against defined KPI’s and offering constructive feedback.
- Mentor team members by offering on-the-job coaching and knowledge sharing to foster career advancement and help identify learning opportunities to fill any skill gaps.
Skills and attributes for success
- Manage day-to-day administrative issues and communicating appropriately to the client serving/audit teams/ team manager at GDS.
- Must possess a client- centric and enablement mindset.
- Possess strong communication and inter-personal skills.
- Prioritize tasks and manage time effectively to meet client expectations without compromising on quality or deadlines.
- Foster a diverse and inclusive team environment where all members feel valued and included.
- Uphold the highest standards of ethics, integrity, and values.
- Must be adaptable and agile in dynamic situations, facilitating change management.
- Innovative mindset with proficiency in using current technologies and willingness to adapt to new digital tools to enhance efficiency.
To qualify for the role, you must have
- Masters/post-graduate in Finance Domain from a reputed institute.
- 3 - 5 years of experience in research and analysis in a professional services firm.
- Candidates with exposure of handing client interaction would be preferred.
- Well-developed analytical, interpersonal, and communication (both verbal and written) skills in English
- Basic understanding of type of company structures, Ownership structures, awareness of auditor Independence and basic risk management concepts.
- Sound Knowledge of financial terminologies such as mutual funds, Broker Dealers, Investment Advisers, institutional investors, blocker companies, portfolio companies, Voting rights, Board representation and databases such as Capital-IQ , FACTIVA.
- Basic sector knowledge of Wealth and Asset Management and Private Equity complex would be an added advantage
Technologies and Tools
- Experience in MS office suites like Microsoft 365, MS excel, PowerPoint
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 on strengthening the compliance framework.
- A team that thrives on continuous improvement and bringing in efficiencies to processes.
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 meaningful impact, your way.
- Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
- Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.