Senior - BT-FS - Performance Reporting

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. 

EY – GDS – Performance Reporting

As part of our EY - Business Consulting Team, you will be part of teams that help our Global Wealth, Asset Management and Investment Banking clients with scaling their capital market operations across their middle and back office functions. This includes working with the clientele to setup their Global Delivery Centers and a reliable and scalable operating model that will enable their requirements and growth. Additionally, this role requires focus and contributions on Performance Improvement initiatives at an engagement/project level. This includes techno-functional role conducting finance processes assessments, deep diving and analysing pain areas and coming up with solutions.

The opportunity

We’re looking for  Consultants with expertise in client/customer onboarding, CRM operations, KYC, Trust Processing, GIPS and other middle and back office processes of Wealth and Asset management . The opportunity will include Understanding and taking transition and delivering on processes for clients on daily basis and working with market leading financial services institutions across the globe. This is a fantastic opportunity to be part of a leading firm whilst being instrumental in the growth of a new service offering.

Mandatory Skills :

Requirements:  3-5 years experience in performance calculation methodologies with firm understanding of time weighted return, internal rate of return, index, and return disaggregation concepts – demonstrated knowledge of EAGLE performance calculation configuration and reporting – demonstrated knowledge of FACTSET performance calculation configuration

key responsibilities

• Delivery of operations, processes per client requirements/ SLAs
• Act as Subject Matter Expert on key client processes/sub processes and help the junior resources in their day to day deliverables
• Supervise small teams within a process and manage the delivery of the sub-process on a daily basis
• Ensure daily end of day sign offs on deliverables and KPIs
• Support and provide inputs on metrics and reporting (SLAs, KRIs and KPIs)
• Document processes, standard operating procedures, checklists and get them signed off by the leadership/clients and ensure implementation of the same by the team
• Identify and provide inputs for process improvements, efficiencies, automation etc.

Skills and attributes for success

• Sound knowledge of the Wealth Industry and exposure to Wealth operations
• Good proficiency in at least one middle/back office function (Client/Customer onboarding, CRM operations, KYC and Client/Customer due diligence, Trust operations, Power of Attorney processing)
• Proficiency in English (oral and written)
• Flexible and adaptable; able to work in ambiguous situations
• Capability to support others and help them in their day to day tasks
• Must be a team player and able to work collaboratively with and through others

To qualify for the role, you must have

• Post-graduation in commerce/finance, MBA (Finance)
• 4+ years of experience in Wealth Management operations
• Strong Excel skills

What we look for

• A Team of people with commercial acumen, technical experience and enthusiasm to learn new things in this fast-moving environment
• Opportunities to work with EY Advisory practices globally with leading businesses across a range of industries

What working at EY offers

At EY, we’re dedicated to helping our clients, from world’s top companies — and the work we do with them is as varied as they are.

You get to work with inspiring and meaningful projects. Our focus is education and coaching alongside practical experience to ensure your personal development. We value our employees and you will be able to control your own development with an individual progression plan. You will quickly grow into a responsible role with challenging and stimulating assignments. Moreover, you will be part of an interdisciplinary environment that emphasizes high quality and knowledge exchange. Plus, we offer:

• Support, coaching and feedback from some of the most engaging colleagues around
• Opportunities to develop new skills and progress your career
• The freedom and flexibility to handle your role in a way that’s right for you

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.  

 
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