Lead Wealth & Asset Management Business Analyst with German

EY; Poland; On-site; PLN 180,000 - 280,000; Full time

Job summary

EY in Katowice is looking for a Lead Wealth & Asset Management Business Analyst with German to own analysis delivery in complex transformation programs for German-speaking financial services clients. You will lead workstreams, guide analysts, manage stakeholder alignment and translate objectives into clear requirements and delivery roadmaps.

This hybrid role involves coordinating with architecture, data, testing and PMO teams, plus preparing management-ready materials in English and German.

Qualifications

• Several years of experience as a Lead Business Analyst or equivalent in financial services.
• Very good German and English language skills with ability to facilitate workshops and documentation.
• Proven experience leading requirements management, process analysis and delivery support.
• Understanding of domains such as securities lifecycle, settlement, custody, asset servicing and data migration.

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 and traceability.
• Facilitate senior stakeholder workshops with German-speaking business, product, operations and technology teams.
• Translate objectives into clear requirements, user stories, acceptance criteria and roadmaps.
• Analyze front-to-back processes across order management, settlement, custody, reporting and regulatory change.
• Coordinate with architecture, data, testing, PMO and delivery teams on interfaces, data flows and risks.
• Support gap analysis, process optimization and operating model definition.
• Oversee test preparation, UAT readiness, defect triage and go-live readiness.
• Prepare management-ready materials in English and German.
• Coach junior analysts and contribute to a high-performance delivery culture.

Skills

Leadership

Delivery management

Stakeholder management

German language

Financial services transformation

Tools

Jira

Confluence

Azure DevOps

BPMN

Process mapping

Test management

Defect management

Job description

Lead Wealth & Asset Management Business Analyst with German

Location: Katowice - 2 days office / 3 days remote

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.

To qualify for the role, you must have

• 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.

Ideally, you'll also have

• 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.

What we look for

We look for professionals who can lead through ambiguity, bring structure to complex transformation topics and translate business complexity into actionable delivery outcomes. The right candidate combines client‑centricity, ownership, team leadership and curiosity about how Wealth & Asset Management organizations transform their processes, platforms and operating models.

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.

In compliance with the requirements of the Whistleblower Protection Act, our company has established the Procedure for reporting breaches of law and undertaking appropriate follow‑up actions. Any misconduct should be reported through the EY Ethics Hotline.