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Lead Business analyst in Wealth and Asset ManagementEY • Katowice, Śląskie, PL
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Lead Business analyst in Wealth and Asset Management

Lead Business analyst in Wealth and Asset Management

EY • Katowice, Śląskie, PL
Ponad 30 dni temu
Opis pracy

The opportunity

As a Lead 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 European market.

Your key responsibilities

Work as a Business Continuity Lead analyst to contribute in various streams of implementation in Wealth and Asset management projects:

  • Lead business analysis efforts using Primedex and related systems to support Wealth and Asset Management projects.
  • Conduct AS IS analysis using UBIX to understand current processes and identify improvement opportunities.
  • Provide hands-on expertise with legacy systems such as UBIX, GMI, or Clearvision (FIS / Sungard) with batch-oriented processing.
  • Set up and manage Trade Life Cycle Mapping, including Corporate Actions, Expiry, Exercise/Assignments.
  • Support Clearing & Settlement processes.
  • Analyze and implement Margining Models such as SPAN and PRSMA.
  • Manage Fees, Taxes, and Commissions processes.
  • Work with products including ETD (Options & Futures) and Cleared OTC Derivatives.
  • Collaborate with EUREX / EurexClearing and UBS Clearing Broker.
  • Support Margining and Collateral management (cash and securities).
  • Ensure compliance with regulatory frameworks including EMIR and MiFID.
  • Provide UAT support to ensure quality delivery and client satisfaction.

Skills and attributes for success

  • Strong experience as a Business Analyst in Wealth & Asset Management, with expertise in Primedex and related trade lifecycle systems.
  • Proficient in AS IS analysis and hands-on experience with UBIX, GMI, or Clearvision legacy systems.
  • Deep understanding of trade lifecycle processes including clearing, settlement, margining, and collateral management.
  • Knowledge of margining models (SPAN, PRSMA) and regulatory requirements (EMIR, MiFID).
  • Excellent client liaison, communication, and stakeholder management skills.
  • Ability to lead teams and manage projects effectively in a client-facing consulting role.
  • Strong commercial awareness and ability to identify new business opportunities.
  • Experience supporting UAT and ensuring successful project delivery.

To qualify for the role, you must have

The above skills and attributes required, as listed, and furthermore:

  • Experience with financial and asset management regulations.
  • Proven ability to manage and develop teams.
  • German language – most possibly required for in-project communication.
  • Strong academic background.

Ideally, you’ll also have

  • Knowledge of regulatory frameworks relevant to the role, including EMIR and MiFID, with the ability to translate regulatory requirements into business solutions.
  • Prior experience in the Asset Management industry with a focus on operational processes and risk management related to financial instruments and alternative investments.

What we look for

  • Professionals with prior work experience in Wealth or Asset Management Industry, who have teamwork, Client Centricity approach and growth mindset and have worked with regulatory requirements and risks before.
  • Able to work on independently
  • Willing to guide other team members
  • Willingness to learn and expand technical skills working in international environment

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

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Lead Business analyst in Wealth and Asset Management • Katowice, Śląskie, PL