
Business Analyst - Wealth and Asset Management
EY
Mid-level
nan - nan
Hybrid - Hyderabad, India
Posted 2 weeks ago
Job summary
The Business Analyst role at EY focuses on delivering innovative solutions in the Wealth and Asset Management industry. The candidate should have experience in portfolio and fund accounting, strong leadership and client-facing skills, and the ability to liaise with technical teams. An MBA or equivalent qualification with 5-10 years of experience is preferred.
Role details
- Role
- Full-time
- Industry
- Finance
- Employment
- Full-time
- Experience
- 5 Years +
- Education
- Mba
Responsibilities
- manage and deliver solutions to clients
- liaise with stakeholders and technical teams
- review client processes and workflows
- make recommendations to maximize package benefits
Requirements
- experience in wealth or asset management industry
- strong knowledge of asset classes
- high-level understanding of data model and application architecture
- ability to streamline client requirements
Key skills
Business Analysis
Portfolio Accounting
Fund Accounting
Fund Accounting Platform Migrations
Fixed Income
Equity
Derivatives
Portfolio Management
Trade Execution
Data Control
Operations
Portfolio Administration
Full job description
- As a Business Analyst you will be responsible for managing and delivering innovative solutions to the clients. Therefore, you must be flexible, adaptable and passionate about innovation. You will be responsible for liaising and managing key stakeholders and technical teams to ensure that the solutions are delivered successfully. The successful candidate will have:
Experience working in Wealth or Asset management Industry in the areas of portfolio accounting / fund accounting
Work experience in fund accounting platform migrations/implementations would be a big plus
Strong knowledge on various asset classes such as fixed income, equity, derivatives across front office, middle office and back office for either or both buy” and “sell” side of business
Exposure to 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
Review client processes and workflows and make recommendations to the client to maximise benefits from package.
Good Leadership skills
Excellent client\-facing skills
MBA/CA/CFA/MCA/ BE / B.Tech/ equivalent with to year’s experience
Preferred skills:
Good Techno functional knowledge of Core Wealth / Asset management with good exposure to Geneva /FIS Hedge Fund Portfolio Manager/Temenos Multifonds, Simcorp etc
Exposure to Charles River, Aladdin, Bloomberg AIM or other front office platforms
Technical experience of working on data, understand relational data models, SQL queries
Experience in any or more of Oracle, MS SQL, DB databases. Good data analytics skills