Job highlights

- Good data analytics skills. Review client processes and workflows and make recommendations to the client to maximise perks from package. . Show in-depth knowledge on CFA concepts like portfolio management,wealth planning,Fixed income,Equity,Alternate investment,Derivatives etc. Good Leadership skills.

- Preferred skills: . .

At EY, you ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.

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 15+ years 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

EY | Building a better working world

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 WAM-BA-Lead-SrManager (Bengaluru)
🏢 EY
📍 Bengaluru