Senior Analyst Wealth and Asset Management

Senior Analyst Wealth and Asset Management

Location:

Chicago

Other locations:
Anywhere in Region

Requisition

At EY, we’re all in to shape your future with confidence.

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

The team

EY’s Sector Insights team comprises market‑facing sector experts, across 18 sectors, and shapes EY’s differentiated perspectives on the future of their sector. The team also equips EY’s 400,000 professionals to have insightful client conversations and drive growth. The team’s compelling insights help EY win in the market by creating new client opportunities and originating work, strengthen client relationships by proactively taking them new insights, and shape EY’s positioning and brand through distinctive through leadership.

The opportunity

As a Senior WAM Analyst at EY, you will be an expert on key WAM topics, contributing to EY's distinctive perspective on client issues within the WAM sector. You will lead specific programs within your area of expertise, delivering high-impact analysis and insights for WAM and its activation with clients. Recognized as a subject matter expert, you will provide analytical support and strategic advice on WAM developments to both clients and EY leadership.

Your key 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.

Skills and attributes for success

• 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.

What we look for

We are looking for individuals who are curious, strategic thinkers with a commercial perspective driven by an understanding of client experiences and broader marketplace dynamics. You should have strong analytical skills and the ability to present insights to clients, including at the executive level, in support of the WAM sector’s agenda. A collaborative mindset is essential, as you will play a vital role in responding to emerging issues with technical experts across the EY network.

You will work closely with the WAM Lead Analyst and other WAM Analysts to deliver insightful content that helps EY differentiate itself in the marketplace and proactively identify new business opportunities and risks.

What we offer you

The compensation ranges below are…