EY · 2 days ago
Senior Analyst Wealth and Asset Management
Chicago, IL
Full-time
Hybrid
Mid, Senior Level
$127K/yr - $244K/yrEY is a globally connected powerhouse of diverse teams, dedicated to building a better working world. As a Senior WAM Analyst, you will contribute to EY's distinctive perspective on client issues within the Wealth and Asset Management sector by providing high-impact analysis and insights, and engaging with stakeholders to drive growth.
AccountingAdviceBusiness IntelligenceConsultingFinancial ServicesProfessional Services
Responsibilities
Develop a strong internal brand to become recognized within EY as a leader and subject matter expert at the business unit and executive level
Engage with senior WAM stakeholders to provide commercial perspectives on issues, challenges, and opportunities facing the WAM sector, preparing insightful analysis on the impact of those trends for EY and its clients
Participate in client meetings and represent the firm at selected events to enhance EY’s presence in the market
Collaborate with WAM stakeholders and EY colleagues across Insights and Clients and Industries to support business development activities and service delivery to clients
Working with the Lead Analyst, proactively support the development of the Insights strategy for the WAM sector, based on business priorities and a detailed understanding of the sector’s dynamics
Lead the creation of specific insights by leveraging EY’s proprietary knowledge and collaborating with Clients and Industries colleagues
Identify opportunities for cross-team collaboration and share insights with other Insights and Clients and Industries teams
Synthesize diverse perspectives and sources to develop compelling insights that drive results
Use qualitative and quantitative research methodologies to provide analytic insights
Coach less-experienced team members to improve their skills in research, analysis, data analytics, and visualization
Qualification
Required
Strong presentation skills, with experience influencing senior clients and internal decision-makers
Demonstrated experience in a fast-paced, client-driven environment
A proactive self-starter, able to bring new ideas for new insights to leadership
Collaborative and able to work effectively in a global, multi-cultural environment
Excellent oral and written communication skills, capable of explaining complex concepts clearly and concisely
Ability to proactively build a network of internal and external contacts to shape insights
Proficient in managing multiple projects simultaneously
Curious, strategic thinkers with a commercial perspective driven by an understanding of client experiences and broader marketplace dynamics
Strong analytical skills and the ability to present insights to clients, including at the executive level, in support of the WAM sector's agenda
Collaborative mindset essential for responding to emerging issues with technical experts across the EY network
Benefits
Medical and dental coverage
Pension and 401(k) plans
Paid time off options
Flexible vacation policy
Designated EY Paid Holidays
Winter/Summer breaks
Personal/Family Care
Other leaves of absence
Company
EY is building a better working world by creating new value for clients, people, society, the planet, while building trust in the capital markets.
Founded in 1989
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Jonathan Williamson
Chief Operating Officer
Abhishek Sen
Partner
Recent News
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