Your key responsibilities

An Associate Analyst/ Analyst in the GMS team, will be responsible for developing a working knowledge of Personal Independence concepts, including financial interests, family relations, and business relationships. You will execute procedures as outlined in the EYG Independence policies, conduct research, and make updates to various EY tools and databases used to monitor their family and financial relationships (like securities, loans, insurance policies, etc). Through these activities, you will contribute to helping EY Professionals mitigate independence-related risks. In this role, you will communicate with EY professionals and senior team members to resolve queries and gather information, while learning from experienced professionals to become proficient in Independence processes.

Technical expertise

• Build good understanding of financial products and markets, such as equities, structured products, and funds, while executing work requests & projects from initiation to completion in line with established procedures.
• Perform research and analysis on EY professionals' financial interests and family relationships, including brokerage accounts, loans, and insurance policies, to determine the permissibility of their investments
• Participate in wide range of projects and collaborate with project managers for timely completion of assigned work
• Take part in team discussions/activities, service functions/ organization wide initiatives
• Understand and work towards meeting and exceeding the defined individual KPIs for the role.
• Build working knowledge of different internal Independence tools used to record EY professionals financial and family relation data such as details of securities owned and controlled, broker and deposit accounts, business relationships, loans, insurance policies etc.
• Candidate needs to be diligent and hardworking and be highly motivated, result oriented, with a strong willingness to learn quickly.

Skills and attributes for success

• Possess strong communication and inter-personal skills.
• Fostering a diverse and inclusive team environment by actively participating in team events and engagements
• Must possess a client- centric and enablement mindset
• Prioritize tasks and manage time effectively to meet business expectations without compromising on quality or deadlines.
• Uphold the highest standards of ethics, integrity, and values.
• Be adaptable and agile in dynamic situations, facilitating change management.

To qualify for the role, you must have

• Masters/post-graduate degree (preferably in Finance) from a reputed institute. 
• 0 – 1 year of experience in research and analysis in a professional services firm
• Well-developed analytical, interpersonal, and communication (both verbal and written) skills in English 
• Basic understanding of financial products like equities, mutual funds, pension plans, insurance policies etc.

Technologies and Tools

• Experience in MS office suites like Outlook, MS excel, Word, SharePoint etc.

What you can look for

• A team of people with technical experience, business acumen and enthusiasm to learn new things in this fast-moving environment.
• A team of professionals driven by growth and client enablement mindset, while safeguarding EY’s brand name.
• A team that runs on foundational values of trust, respect, integrity and teaming.
• A team that functions with One-Team mindset and values diversity and inclusiveness. 
• Opportunities to work with Global teams and stakeholders
• A team that thrives on continuous improvement and bringing in efficiencies to processes.