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