TD&E-BT-FS-WAM BA-Senior

EY; Gurugram District; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

EY invites applications for a WAM Fund Accounting Business Analyst (Eagle Platform). You will liaise with stakeholders and technical teams to deliver innovative solutions, ensuring successful delivery and upgrade management of the Eagle Platform.

The role requires strong knowledge of wealth/asset management and client requirements translation. Candidates should possess MBA/CA/CFA/MCA/BE/B.Tech or equivalent with 4–9 years of experience, and demonstrate leadership and excellent client-facing

Qualifications

• MBA/CA/CFA/MCA/ BE / B.Tech or equivalent with 4–9 years of experience.
• Experience in wealth or asset management and back/middle office processes.
• Strong leadership and excellent client-facing skills.
• Ability to translate client requirements into package capabilities.

Responsibilities

• Liaise with stakeholders and technical teams to deliver Eagle Platform solutions.
• Deliver innovative, client-focused solutions for wealth/asset management clients.
• Ensure successful delivery and upgrade management of Eagle Platform (Pace and STAR).
• Review client processes, streamline requirements and maximize package benefits.

Skills

Wealth management

Asset management

Middle Office

Trade Lifecycle

Security Reference Data

Portfolio accounting

Stakeholder management

Education

MBA/CA/CFA/MCA/ BE / B.Tech/ equivalent

Tools

Oracle

MS SQL

DB2

SQL queries

Advanced Excel

VBA

Job description

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.

WAM Fund Accounting Business Analyst (Eagle Platform)

As a Eagle 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 Middle Office, Trade Lifecycle, Security Reference Data, Portfolio accounting etc
• 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 4 to 9 year’s experience

Preferred skills:

• Techno functional knowledge of Core Wealth / Asset management with good exposure to Eagle Platform (Pace and STAR)
• Experience in managing Eagle Upgrades
• Experience in writing business requirements, user stories on the Eagle Platform (Pace and STAR)
• Technical experience of working on data, understand relational data models, SQL queries
• Experience in any or more of Oracle, MS SQL, DB2 databases. Good data analytics skills
• Advance excel and VBA skills

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