EY GDS
Consulting WAM Operations
As part of our EY - Business Consulting Team, you will 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 experience and contributions in Performance Improvement
initiatives through identification of potential opportunities and driving them through collaboration and direction. 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 Manager with expertise in managing capital market operations across client/customer onboarding, middle and back office processes of Asset Managers, Wealth management firms and Investment banks.
The opportunity will potentially include setting up operations from scratch, transitioning from client / from another vendor
as well as operating in different engagement constructs (TM, Managed Services) for leading financial services institutions.
Also, experience in multiple middle and back office processes will be required as the candidate must have a holistic view of the business of clients in this space This is a fantastic opportunity to be part of a leading firm whilst being instrumental in the growth of a new service offering.
Your key responsibilities
- Work with senior management in setting up teams, hiring. Be able to write JDs for client processes being set up at GDS.
- Facilitate and be accountable for the onboarding process, chase in an appropriate manner and provide timely and accurate feedback to key stakeholders
- Set up processes, communication plans, escalation protocols for the operations and implement them
- Define metrics and business outcomes required from operations, measure and report them on a periodic basis
- Supervise all processes and be overall accountable for the quality, timeliness and experiences provided by the team
- Act as an escalation point and oversight for our offshore Data Operations team
- Implement knowledge management for the processes that lends to creation, updation, storage and access of the relevant artefacts, documentation and tools required by the team
- Support RFP responses from GDS. Bring in the necessary SME skills to able to write responses to the relevant portions and coordination skills to reach out to teams for the other portions of the RFP
- Build and manage relationships with clients and onshore stakeholders including Business Units, Operations and Technology teams
- Drive value and process improvements, efficiencies, automation through direction and collaboration with clients and internal stakeholders
Skills and attributes for success
- Sound knowledge of Capital Markets and exposure to Wealth, Asset Management and Investment Banking operations
- Prior experience with good proficiency in at least two middle/back office functions (Client Data Operations, Trade confirmation/Settlements, Reconciliation, Pricing, Fund Accounting, Investor Accounting, Transfer Agency etc)
- Consulting experience is a good to have
- Proficiency in English (oral and written)
- Ability to clearly articulate messages to a variety of audiences
- Flexible and adaptable; able to work in ambiguous situations
- Capability to influence others and move toward a common vision or goal
- Must be a team player and able to work collaboratively with and through others
To qualify for the role, you must have
- CA, CFA or MBA (Finance)
- 12+ years of experience in Investment Banking, Asset and Wealth Management operations
- Strong Delivery and People Management skills
- Strong Excel and PowerPoint skills
- 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
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.
