Job Description
At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.
Job purpose:
Wealth and Asset management professionals with delivery (technical / functional / project management) expertise and prior work experience with Asset management / wealth management / investment banks
Account / Delivery management of ongoing engagements
Active participation / owning pursuits / sales
Your client responsibilities:
Primary point of contact throughout the life of your project
Early identification of project risks
Contingency and scenario planning
Rapid resolution of any issues
Scope change management
Resource management
Ensuring that project objectives and deliverables are met on time and in full
Monitoring the progress of the project
Interface with the customer representatives as and when needed
Willing to travel to the customers locations on need basis
Willing to be cross trained and work on any of the industry focused wealth and asset management packages
Your people responsibilities
Building a quality culture
Manage the performance management for the direct reportees, as per the organization policies
Keeping the project team focused on a common set of objectives
Encouraging and motivating the team, establishing open lines of communication
Foster teamwork and lead by example, Integrating the cross-team project functions into a high performing team
Transforming teams to highly effective project team that is flexible and responsive
Participating in the organization-wide people initiatives
Mandatory skills:
Sectorial experience in financial services / capital markets, with domain knowledge on different asset classes across front office, middle office and back office for either or both “buy” and “sell” side of business
Integration with upstream / downstream or third-party systems e.g. DTCC, Routers, Bloomberg etc
Good knowledge on portfolio management, trade execution, data control and operations and portfolio administration
Should Posses high-level understanding of data model and application/business architecture around the package
Good experience understanding client requirements and streamline them appropriately to the team.
Understand high-level business requirements and relate them to appropriate technical solutions
Define and validate integration / data requirements for package as per client requirements
Show in-depth knowledge on CFA concepts like portfolio management, wealth planning, Fixed income, Equity, Alternate investment, Derivatives etc
Good Leadership skills
Excellent client-facing skills
MBA/MCA/ BE / B.Tech/ equivalent and having 12 + years experience
Preferred skills:
Prior Client facing experience
Experience in any or more of Oracle, MS SQL,DB2 databases
Techno functional knowledge of Core Wealth / Asset management with good exposure to at least one third party package like Aladdin, Multifonds, Charles River, FNZ, SEI or equivalent etc
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.
Job purpose:
Wealth and Asset management professionals with delivery (technical / functional / project management) expertise and prior work experience with Asset management / wealth management / investment banks
Account / Delivery management of ongoing engagements
Active participation / owning pursuits / sales
Your client responsibilities:
Primary point of contact throughout the life of your project
Early identification of project risks
Contingency and scenario planning
Rapid resolution of any issues
Scope change management
Resource management
Ensuring that project objectives and deliverables are met on time and in full
Monitoring the progress of the project
Interface with the customer representatives as and when needed
Willing to travel to the customers locations on need basis
Willing to be cross trained and work on any of the industry focused wealth and asset management packages
Your people responsibilities
Building a quality culture
Manage the performance management for the direct reportees, as per the organization policies
Keeping the project team focused on a common set of objectives
Encouraging and motivating the team, establishing open lines of communication
Foster teamwork and lead by example, Integrating the cross-team project functions into a high performing team
Transforming teams to highly effective project team that is flexible and responsive
Participating in the organization-wide people initiatives
Mandatory skills:
Sectorial experience in financial services / capital markets, with domain knowledge on different asset classes across front office, middle office and back office for either or both “buy” and “sell” side of business
Integration with upstream / downstream or third-party systems e.g. DTCC, Routers, Bloomberg etc
Good knowledge on portfolio management, trade execution, data control and operations and portfolio administration
Should Posses high-level understanding of data model and application/business architecture around the package
Good experience understanding client requirements and streamline them appropriately to the team.
Understand high-level business requirements and relate them to appropriate technical solutions
Define and validate integration / data requirements for package as per client requirements
Show in-depth knowledge on CFA concepts like portfolio management, wealth planning, Fixed income, Equity, Alternate investment, Derivatives etc
Good Leadership skills
Excellent client-facing skills
MBA/MCA/ BE / B.Tech/ equivalent and having 12 + years experience
Preferred skills:
Prior Client facing experience
Experience in any or more of Oracle, MS SQL,DB2 databases
Techno functional knowledge of Core Wealth / Asset management with good exposure to at least one third party package like Aladdin, Multifonds, Charles River, FNZ, SEI or equivalent etc
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.
💡 Quick Summary
Seeking a career-building opportunity? The WAM|Senior|Yardi position is now open for candidates interested in the Bank Jobs sector. This role in Bengaluru offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
