Lead Wealth & Asset Management Business Analyst with German

EY; Katowice; On-site; PLN 167,400 - 279,000; Full time

Benefits offered by this job

Continuous learning

Flexible working arrangements

Transformative leadership coaching

Diverse and inclusive culture

Job summary

EY is seeking a Lead WAM Business Analyst in Katowice who will manage delivering innovative solutions to Wealth and Asset Management clients on the German market. Candidates should have strong stakeholder management, financial systems knowledge, and proficiency in English and German. The role requires front-to-back process experience and the ability to gather business requirements effectively. The position allows for 2 days office and 3 days remote work.

Qualifications

• Experience in front-to-back processes within Asset/Wealth Managers.
• Good experience in system design and interface testing.
• Ability to gather and translate business requirements to package capabilities.

Responsibilities

• Manage key stakeholders and deliver innovative solutions.
• Conduct workshops and gather business requirements from customers.
• Support for testing of created applications/systems.

Skills

Stakeholder management

Negotiation skills

Financial systems knowledge (Wealth & Asset Management)

English proficiency

German proficiency

Tools

BlackRock Aladdin

SimCorp

Bloomberg

MultiFonds

eFront

Investran

SQL

Oracle

MS SQL

DB2

Excel

VBA

Job description

Location: Katowice - 2 days office / 3 days remote

Let us introduce you the job offer by EY GDS Poland – a member of the global integrated service delivery center network by EY.

We are currently enforcing the team in Financial Services area with the portfolio widespread around the globe, dedicated to the wealth and asset management sector. Our clients are the top players of the market. Our FS teams have been at the forefront of the most significant industry events that are reshaping and redefining the clients’ products. You will play a key role in defining the way our Wealth and Asset Management clients transform their business models to address their most complex reporting and technology challenges.

The opportunity

As a Lead WAM Business Analyst you will work as a team lead in one of the projects for International Customer. You will be responsible for managing and delivering innovative solutions to the clients from Wealth & Asset Management sector, focusing on German market.

Your Key Responsibilities

• Liaise and manage key stakeholders and technical teams to ensure the successfully delivered solutions
• Interface with the customer representatives as and when needed
• Organize and conduct workshops with the customer, collect business requirements
• Regular status reporting to the Manager and onsite coordinators
• Support for testing of created applications / systems
• Build a quality work culture
• Foster teamwork and lead by example
• Participate in the organization-wide people initiatives
• Travel to customers locations on need basis

Skills And Attributes For Success

• Strong stakeholder management and negotiations skills
• Experience in financial markets work, involved players and financial instruments’ use, structure, payment function, valuation etc.
• Hands‑on experience with financial systems of Wealth & Asset Management: BlackRock Aladdin, SimCorp, Bloomberg, MultiFonds eFront, Investran
• Ability to gather business requirements (product settings, workflows, accounting rules, etc.) from our customers and translate these into personalized configuration and setup
• Very good knowledge of English & German language

To qualify for the role, you must have

• Front-to-back process experience within Asset/ Wealth Managers: Portfolio Management, MO (Risk, Settlements), BO (Funds Admin, Reporting) and Process project topics: gap & process analysis, process optimization, business reengineering, STP (straight-through-processing), outsourcing
• Good experience in design, development, and test of systems/ interfaces (mappings) between external providers and financial systems (e.g. Market data, exchanges) as well as from trading systems to legacy systems (e.g. accounting)
• Translating business requirements to appropriate package capabilities
• Review client processes and workflows and make recommendations to the client to maximize benefits from package

Ideally, you’ll also have

• Technical experience of working on data, understand relational data models, SQL queries
• Experience in any or more of Oracle, MS SQL, DB2 databases
• Advance excel and VBA skills
• Strong presentation skills

What We Look For

Professionals with prior work experience in Wealth or Asset Management Industry, who have teamwork, Client Centricity approach and growth mindset.

What We Offer

• Continuous learning: you’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: we’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: we’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: you’ll be embraced for who you are and empowered to use your voice to help others find theirs.