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EY WAM-BusinessAnalyst-Senior 
India, Karnataka, Bengaluru 
59940050

20.11.2024

Job purpose:

  • Business Analyst professionals with expertise and prior work experience on one or more asset classes such as fixed income, equity, derivatives etc
  • Mandatory experience on working across front office application
  • Technical experience of working on data, understand relational data models, SQL queries
  • Exposure working with Wealth and Asset Management firms and complete understanding of the Buy side business

Your client responsibilities:

  • Need to work as an individual contributor / lead in one or more WAM projects
  • As per project requirements, willing to manage a team of junior business analysts
  • Understanding requirements and creating detailed stories along with acceptance criteria
  • Interface and communicate with the onsite coordinators
  • Completion of assigned tasks on time and regular status reporting to the lead
  • Regular status reporting to the Manager and onsite coordinators
  • Interface with the customer representatives as and when needed
  • Interface with data to provide requirements & vice versa
  • Should be ready to travel to customers locations on need basis

Your people responsibilities

  • Building a quality culture
  • Manage the performance management for the direct reportees, as per the organization policies
  • Foster teamwork and lead by example
  • Training and mentoring of project resources
  • Participating in the organization-wide people initiatives

Mandatory skills:

  • Sectorial experience in financial services / capital markets, with domain knowledge on different asset classes across front office, middle office and back office for either or both “buy” and “sell” side of business
  • Good knowledge on portfolio management, trade execution, data control and operations and portfolio administration
  • Should Posses high-level understanding of data model and application/business architecture around the package
  • Good experience understanding client requirements and streamline them appropriately to the team.
  • Understand high-level business requirements and relate them to appropriate package capabilities
  • Define and validate customisation needs for package as per client requirements
  • Define and validate integration / data requirements for package as per client requirements
  • Experience in any or more of Oracle, MS SQL,DB2 databases. Good data analytics skills
  • Review client processes and workflows and make recommendations to the client to maximise benefits from package.
  • Show in-depth knowledge on CFA concepts like portfolio management, wealth planning, Fixed income, Equity, Alternate investment, Derivatives etc
  • Good Leadership skills
  • Excellent client-facing skills
  • MBA/MCA/ BE / B.Tech/ equivalent with 3 to 7 year’s experience.

Preferred skills:

  • Prior Client facing experience
  • 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



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