Analyst focused on wealth management sector

Analyst focused on wealth management sector London, England

EY
Full Time London, England 10.56 - 12.04 GBP Today
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.


EY Knowledge helps EY to win in the market by providing timely insights through an agile, client-first organization. In support of this vision, this analyst position will see you provide deep insights and perspectives on the Wealth & Private Banking industry to senior EY partners, identifying opportunities for EY products and services, and leading and mentoring more junior analysts to develop their commercial and analytical skills.


About the opportunity


You will be part of a global WAM analyst team, with members based in London, Delhi, New York and APAC. You will have the responsibility for shaping and delivering the wealth program for knowledge support, to support business development, service delivery and external market positioning efforts. You’ll also direct and develop a more junior resource for their time aligned to the wealth program.


You will work within a global team of analysts, collaborating closely with other business functions to bring your insights to the practice and EY’s clients.


Your key responsibilities


You will report to the WAM Analyst Team Leader, delivering an analysis program aligned to the needs of our wealth sub-sector stakeholders across all regions. Your priority will be to stay engaged with practitioners to build and evolve a set of deliverables relevant to their priorities. This will include creating and maintaining data, insights and supporting client meetings either in-person or through relevant content.


  • Providing deep analytical insight and understanding of the global wealth and private banking market, with responsibility for the execution of strategic and complex initiatives in accordance with the knowledge plan.
  • Engaging with and challenging senior domain stakeholders to provide commercial and provocative perspectives on the issues, challenges and opportunities facing the industry.
  • Developing and co-creating insights beyond publicly available information, interacting with Knowledge colleagues, account teams, service line colleagues, business function representatives, clients and external networks to incorporate proprietary knowledge and, where possible, developing proprietary data sets to evidence a differentiated point of view.
  • Developing a credible internal brand to become recognized within EY as a subject matter expert to the business. This position may participate in client meetings, roundtables and other external events/conferences to strengthen EY’s presence and reputation in the market.
  • As part of a high performing knowledge team, enabling your skills and experience to deliver against agreed priorities.


Skills and attributes for success


  • Experience with wealth management, either through client interaction or via industry research and analysis over at least 6-8 years.
  • A global mindset and experience of working with colleagues and stakeholders from different countries and cultures.
  • Experience working closely with senior leadership with often conflicting demands
  • Experience in innovative approaches to creating insights where data and information can often be lacking
  • Strong interpersonal and communications skills in a virtual setting and in-person.


To qualify for the role you must have


  • The ability to structure strategic analysis for an audience of senior practitioners and c-suite industry participants.
  • The analytical skills to interpret and react to complex and constantly evolving information.
  • Demonstrated ability to clearly articulate complex ideas and create stories around data.
  • A deep understanding of the wealth sub-sector and the trends and challenges it is experiencing.
  • Perspectives on how the wealth industry will evolve and develop as well as the drivers of these.
  • Excellent relationship building skills and an ability to engage with a wide range of audiences at executive level, leading conversations and offering differentiating perspectives
  • Experience creating and managing data to derive insight and market-leading analysis.
  • A commitment towards providing exceptional client service
  • Have strong commercial acumen, connecting marketplace opportunities to EY’s products and services


Ideally, you’ll also have


  • Knowledge and experience gained in professional services


What we look for


We’re interested in knowledgeable professionals ready to understand and provide solutions for our stakeholders’ needs. You’ll need to be naturally curious, ready to learn and have a genuine passion for finding innovative ways to drive conversations around wealth and asset management. If you’re aiming to influence the thinking some of the most respected individuals in our firm across a range of geographies all while developing your own career, this role is for you.


What we offer


As part of this role, you'll work in a highly integrated, global team with the opportunity and tools to grow, develop and drive your career forward. Here, you can combine global opportunity with flexible working. The EY benefits package goes above and beyond too, focusing on your physical, emotional, financial and social well-being. Your recruiter can talk to you about the benefits available in your country. Here’s a snapshot of what we offer:


  • 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.


Please apply to this role only through the ‘Apply’ link (not through the local office). Your application will then be routed to the appropriate recruiting team.


The exceptional EY experience. It’s yours to build.


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.

Analyst focused on wealth management sector
EY

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