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WAM Technology Assumptions on necessary skills and competencies Mind map
WAM Technology
Assumptions on necessary
skills and competencies
Mind map
General Expectations by Rank
Staff/Assistant
Awareness of technical principles involved in different service offerings
Understand and apply correct methodology
Develop understanding of client's business agenda and industry
Senior
Provide quality research and business development
Understand the client's perspective and organizational culture
Have knowledge on functional methodologies EY service offerings
Manager
Take responsibility for managing risk at the engagement level while focusing on high quality service
Take responsibility for training others
Develop new solutions, improve ways of working and expand current offering
Understand clients' sectors and business agenda and anticipate their needs
Adopt appropriate coaching techniques to meet the various needs of the team members
Senior Manager
Identify process, structural and political issues when managing complex problems and find ways to resolve them
Analyze trends/long-term plans and identify the financial implications of various business strategies
Develop account plans and coordinate delivery of a range of service offerings
General skills built throughout career journey
Core Consulting Skills
Structured Problem Solving
Change Management
Communication
Analysing and interpreting data
Business Process Improvement
Project/Programme Management
Leadership
D&I
Sector specific knowledge expectations
Asset management
Product strategy review
Cost reduction
Operating model transformation
Compliance with data architect
AI
VR
Web analytics
Asset Servicing
Leveraging Blockchain and disruptive tech to respond to market changes
Performance optimisation and cost reduction
Process and organisation redesign
Data aggregation and integration
RPA
Wealth management
Digital transformation
Customer experience
Robo-advice
Alignment of strategy with most attractive regions and wealth transfer between generations
Financial products
Equities and fixed income
Forwards and futures
Swaps
Commodities
Financial markets
Alternative assets management
Cost reduction
Cybersecurity
Data and Analytics
Digital transformation
Digital transformation
Operating model transformation
RPA
Performance optimisation
Technical expertise
Vendor specific knowledge
Asset Management
Blackrock Aladdin
SimCorp
Charles River
Asset Servicing
Blackrock Aladdin
Wealth Management
Bravura
FNZ
IRESS
XPLAN
Pulse
SEI