Senior 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

EY GDS Poland is seeking a Senior WAM Business Analyst with German to support complex transformation programs for German-speaking financial services clients in Katowice. You will work with business stakeholders, technology teams and delivery leads to understand requirements, structure user stories and drive practical solutions across front-to-back processes.

In this role you will lead workshops, document requirements, and support test planning, UAT and go-live readiness.

Qualifications

• Several years of experience as a Business Analyst, Senior Business Analyst or Functional Analyst in financial services.
• Very good German and English language skills, with ability to facilitate workshops and prepare business-facing documentation in a German-speaking project environment.
• Experience in front-to-back process analysis, requirements management and delivery support across business, technology, operations and testing teams.

Responsibilities

• Lead business analysis activities across Wealth & Asset Management, capital markets and securities transformation projects.
• Organize and facilitate workshops with German-speaking business stakeholders, product owners, operations teams and technology representatives.
• Elicit, structure and document business requirements, functional requirements, user stories, acceptance criteria, process flows and target operating model inputs.
• Analyze front-to-back processes across areas such as order management, post-trade, settlement, custody, asset servicing, reporting, regulatory change, migration and operational readiness.
• Translate business requirements into clear delivery artefacts that can be understood by technology, testing, operations and project management teams.
• Support gap analysis, process optimization, business process redesign, controls definition and operating model improvements.
• Coordinate with technical teams on system interfaces, data flows, mappings, integration requirements and dependencies with external providers or internal platforms.
• Support test planning, UAT preparation, defect analysis, business acceptance and go-live readiness activities.
• Prepare clear status updates, decision materials and stakeholder communication in English and German.
• Contribute to a collaborative, quality-focused delivery culture and support junior team members where needed.

Skills

Business analysis

Delivery leadership

German-speaking communication

Tools

Jira

Confluence

Azure DevOps

Agile Scrum

BPMN

Process mapping

Test management

Defect management

Job description

Senior Wealth & Asset Management Business Analyst with German

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 looking for an experienced Senior Business Analyst with German to strengthen our Financial Services Consulting capability in Poland, with a focus on Wealth & Asset Management, banking and capital markets transformation.

This role is designed for candidates who can connect business needs with delivery solutions across front-to-back processes, securities operations, post-trade, settlement, reporting, regulatory change, platform integration, data flows, and operational readiness, without being limited to one specific client or system landscape.

Senior WAM Business Analyst

Opportunity

As a Senior WAM Business Analyst with German, you will support complex transformation programs for German‑speaking financial services clients. You will work closely with business stakeholders, technology teams and delivery leads to understand business needs, structure requirements, analyze processes and support implementation of practical, high‑quality solutions.

Your key responsibilities

• Lead business analysis activities across Wealth & Asset Management, capital markets and securities transformation projects.
• Organize and facilitate workshops with German‑speaking business stakeholders, product owners, operations teams and technology representatives.
• Elicit, structure and document business requirements, functional requirements, user stories, acceptance criteria, process flows and target operating model inputs.
• Analyze front-to-back processes across areas such as order management, post‑trade, settlement, custody, asset servicing, reporting, regulatory change, migration and operational readiness.
• Translate business requirements into clear delivery artefacts that can be understood by technology, testing, operations and project management teams.
• Support gap analysis, process optimization, business process redesign, controls definition and operating model improvements.
• Coordinate with technical teams on system interfaces, data flows, mappings, integration requirements and dependencies with external providers or internal platforms.
• Support test planning, UAT preparation, defect analysis, business acceptance and go‑live readiness activities.
• Prepare clear status updates, decision materials and stakeholder communication in English and German.
• Contribute to a collaborative, quality‑focused delivery culture and support junior team members where needed.

Skills and attributes for success

• Business analysis & delivery leadership: ability to lead requirements elicitation, structure complex business problems, facilitate workshops, document user stories / acceptance criteria, and translate business needs into clear delivery artefacts for technology, operations, testing and project teams.
• Financial services domain understanding: 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 communication: confidence working with German‑speaking business and technology stakeholders, preparing high‑quality documentation in English and German, and bridging business, technology and operations perspectives in international transformation environments.

To qualify for the role, you must have

• Several years of experience as a Business Analyst, Senior Business Analyst or Functional Analyst 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 workshops and prepare business-facing documentation in a German‑speaking project environment.
• Experience in front-to-back process analysis, requirements management and delivery support across business, technology, operations and testing teams.
• Understanding of at least several relevant domains, such as securities lifecycle, settlement, custody, asset servicing, fund operations, portfolio management, risk, reporting, regulatory change, data migration, system integration or operational readiness.

Ideally, you’ll also have

• 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.
• Exposure to German‑speaking financial services clients, cross‑border delivery models or consulting‑led transformation programs.

What we look for

We look for professionals who can structure ambiguity, communicate clearly and translate business complexity into actionable delivery outcomes. The right candidate combines a client‑centric mindset, strong ownership, teamwork and curiosity about how Wealth & Asset Management organizations transform their processes, platforms and operating models.

What we offer

EY Global Delivery Services (GDS) is a dynamic and truly global delivery network. We work across nine locations – Argentina, Hungary, India, the Philippines, Poland, Sri Lanka, Mexico, Spain and the United Kingdom – and with teams from all EY service lines, geographies, and sectors, playing a vital role in the delivery of the EY growth strategy. From accountants to coders to advisory consultants, we offer a wide variety of fulfilling career opportunities that span all business disciplines. In GDS, you will collaborate with EY teams on exciting projects and work with well‑known brands from across the globe. We’ll introduce you to an ever‑expanding ecosystem of people, learning, skills and insights that will stay with you throughout your career.

• 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.

About EY

EY | Building a better working world

EY exists to build a better working world, helping to create long‑term value for clients, people and society and build trust in the capital markets.

Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.

Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.

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.