Business Analyst

Lead Business analyst in Wealth and Asset Management

Location: Katowice - 2 days office / 3 days remote

Let us introduce you the job offer by EY GDS Poland – a member of the global integrated service delivery center network by EY.

This specific position gives you the opportunity to interact within international environment and work with the most recognizable and influential players on the market in the world of risk analysis, regulatory rules and international wealth and asset management.

The opportunity

As a Lead Business analyst, you will work as a team lead in one of the projects for International Customer. You will be responsible for managing and delivering innovative solutions to the clients from Wealth & Asset Management sector, focusing on European market.

Your key responsibilities

Work as a Business Continuity Lead analyst to contribute in various streams of implementation in Wealth and Asset management projects:

• Lead business analysis efforts using Primedex and related systems to support Wealth and Asset Management projects.
• Conduct AS IS analysis using UBIX to understand current processes and identify improvement opportunities.
• Provide hands-on expertise with legacy systems such as UBIX, GMI, or Clearvision (FIS / Sungard) with batch-oriented processing.
• Set up and manage Trade Life Cycle Mapping, including Corporate Actions, Expiry, Exercise/Assignments.
• Support Clearing & Settlement processes.
• Analyze and implement Margining Models such as SPAN and PRSMA.
• Manage Fees, Taxes, and Commissions processes.
• Work with products including ETD (Options & Futures) and Cleared OTC Derivatives.
• Collaborate with EUREX / EurexClearing and UBS Clearing Broker.
• Support Margining and Collateral management (cash and securities).
• Ensure compliance with regulatory frameworks including EMIR and MiFID.
• Provide UAT support to ensure quality delivery and client satisfaction.

Skills and attributes for success

• Strong experience as a Business Analyst in Wealth & Asset Management, with expertise in Primedex and related trade lifecycle systems.
• Proficient in AS IS analysis and hands-on experience with UBIX, GMI, or Clearvision legacy systems.
• Deep understanding of trade lifecycle processes including clearing, settlement, margining, and collateral management.
• Knowledge of margining models (SPAN, PRSMA) and regulatory requirements (EMIR, MiFID).
• Excellent client liaison, communication, and stakeholder management skills.
• Ability to lead teams and manage projects effectively in a client-facing consulting role.