Senior Wealth & Asset Management Business Analyst with German

EY; Katowice; On-site; PLN 70,000 - 90,000; Full time

Benefits offered by this job

Continuous learning opportunities

Transformative leadership coaching

Diverse and inclusive workplace culture

Job summary

A leading global professional services firm is seeking a Senior WAM Business Analyst based in Katowice, Poland. The role involves managing stakeholders, gathering business requirements, and delivering solutions for clients in the Wealth & Asset Management sector, particularly focusing on the German market. Ideal candidates will have experience in financial markets, be proficient in English and German, and possess hands-on knowledge of financial systems such as BlackRock Aladdin and Bloomberg. The position offers a hybrid work model with 2 days in-office and 3 days remote.

Qualifications

• Experience with front-to-back processes in Asset or Wealth Management.
• Good experience in system design and development for financial systems.
• Ability to translate business requirements into solutions.

Responsibilities

• Manage key stakeholders and ensure successful delivery of solutions.
• Conduct workshops to gather business requirements.
• Participate in testing of applications and systems.

Skills

Stakeholder management

Financial markets experience

Hands-on financial systems experience

Business requirement gathering

English language proficiency

German language proficiency

Tools

BlackRock Aladdin

SimCorp

Bloomberg

MultiFonds

eFront

Investran

SQL

Oracle

MS SQL

DB2

Job description

Location: Katowice - 2 days office / 3 days remote

The opportunity

As a Senior 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.