Lead Wealth & Asset Management Business Analyst with German

Ernst & Young Advisory Services Sdn Bhd; Katowice; On-site; PLN 180,000 - 240,000; Full time

Job summary

Ernst & Young Advisory Services Sdn Bhd in Katowice seeks a Lead Wealth & Asset Management Business Analyst with German to drive complex transformation programs. You will own end-to-end requirements, guide senior analysts, and align business priorities with practical delivery across front‑to‑back processes, regulatory change and data flows.

You will lead workshops, translate objectives into clear requirements and manage delivery across teams, ensuring high-quality solutions for German-speaking

Qualifications

• Several years of experience leading business analysis in financial services.
• Very good German and English written and spoken skills.
• Proven ability to manage requirements and deliver across business, tech and testing teams.
• Experience with front‑to‑back WAM, banking or capital markets processes.

Responsibilities

• Lead BA workstreams across Wealth & Asset Management and related domains.
• Own end-to-end requirements lifecycle from discovery to change control.
• Facilitate senior stakeholder workshops with German-speaking teams.
• Translate objectives into requirements, user stories and delivery roadmaps.
• Analyze front-to-back processes including post-trade, settlement and custody.
• Coordinate with architecture, data, testing, PMO and delivery teams.
• Support gap analysis, process optimization and operating model design.
• Oversee test preparation, UAT readiness and go-live transition.
• Prepare management‑ready materials and escalation notes in English and German.
• Coach junior analysts and contribute to a high-performance delivery culture.

Skills

Leadership

German language

Financial services transformation

Stakeholder management

Jira

Confluence

Azure DevOps

Tools

Jira

Confluence

Azure DevOps

Job description

Lead Wealth & Asset Management Business Analyst with German

Location: Katowice - 2 days office / 3 days remote

We are seeking an experienced Lead Business Analyst with German to strengthen our Financial Services Consulting capability in Poland, focusing on Wealth & Asset Management, banking and capital markets transformation. The role is designed for candidates who can lead business analysis delivery and connect business priorities with practical delivery solutions across front‑to‑back processes, securities operations, post‑trade, settlement, reporting, regulatory change, data flows, system integration, testing and operational readiness.

The opportunity

As a Lead WAM Business Analyst with German, you will take ownership of business analysis delivery within complex transformation programs for German‑speaking financial services clients. You will lead workstream‑level analysis activities, guide senior and junior analysts, manage stakeholder alignment, structure requirements and support delivery of practical, high‑quality solutions.

Your key responsibilities

• Lead business analysis workstreams across Wealth & Asset Management, banking, capital markets and securities transformation projects.
• Own the end‑to‑end requirements lifecycle, including discovery, elicitation, analysis, documentation, validation, prioritization, traceability and change control.
• Facilitate senior stakeholder workshops with German‑speaking business, product, operations, technology, risk, compliance and project teams.
• Translate strategic, regulatory or operational objectives into clear business requirements, functional specifications, user stories, acceptance criteria and delivery roadmaps.
• Analyze front‑to‑back processes across areas such as order management, post‑trade, settlement, custody, asset servicing, reporting, regulatory change, migration, operating model and readiness.
• Coordinate with architecture, data, testing, PMO and delivery teams on interfaces, data flows, mappings, dependencies, defects, risks and solution decisions.
• Support gap analysis, process optimization, business process redesign, operating model definition, control design and implementation planning.
• Oversee test preparation, UAT readiness, defect triage, business acceptance, go‑live readiness and transition to business‑as‑usual activities.
• Prepare management‑ready materials, status updates, decision papers and escalation notes in English and German.
• Coach and review the work of business analysts, support quality assurance of deliverables and contribute to a collaborative, high‑performance delivery culture.

Skills and attributes for success

• Business analysis leadership: ability to lead analysis workstreams, structure complex business problems, manage requirements lifecycle, facilitate senior workshops, review deliverables and guide other analysts from discovery through implementation and business acceptance.
• Financial services transformation expertise: practical exposure to Wealth & Asset Management, banking or capital markets processes, ideally including front‑to‑back securities lifecycle, post‑trade, settlement, custody, asset servicing, reporting, regulatory change, data migration, platform integration or operational readiness.
• German‑speaking stakeholder and delivery management: confidence working with German‑speaking senior stakeholders, preparing high‑quality documentation in English and German, managing priorities, risks and dependencies, and bridging business, technology, operations, testing and project management perspectives.

Required qualifications

• Several years of experience as a Lead Business Analyst, Manager, Senior Business Analyst or Functional Lead in financial services, preferably within Wealth & Asset Management, banking, capital markets, securities operations or post‑trade transformation.
• Very good German and English language skills, with ability to facilitate senior stakeholder workshops and prepare business‑facing documentation in a German‑speaking project environment.
• Proven experience leading requirements management, process analysis and delivery support across business, technology, operations, testing and project management teams.
• Understanding of multiple relevant domains, such as securities lifecycle, settlement, custody, asset servicing, fund operations, portfolio management, risk, reporting, regulatory change, data migration, system integration, test management or operational readiness.

Preferred additional experience

• Experience managing small BA teams or leading workstreams in consulting‑led, cross‑border transformation programs.
• Experience with delivery tools and methods such as Jira, Confluence, Azure DevOps, Agile/Scrum, BPMN, process mapping, test management or defect management.
• Experience working with data, reporting or interfaces, including SQL, relational data models, data mapping, reconciliation, reporting logic or system integration concepts.

Benefits

• Continuous learning: develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: 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.