As an Associate Analyst in the Personal Independence team, you will execute procedures established under EY Global Independence policies to safeguard EY’s brand name as an independent auditing firm.
Perform detailed research and analysis on EY professionals’ financial interests and family relationships, including equities, mutual funds, loans, and insurance policies, to determine investment permissibility.
Build working knowledge of personal independence concepts, financial products, and global market mechanisms.
Maintain and update EY internal independence tools and tracking databases with precise data regarding securities owned, brokerage accounts, and business relationships.
Work towards meeting and exceeding individual KPIs while adhering strictly to process timelines and delivery standards.
Collaborate closely with global stakeholders, regional teams, and project leads for timely execution of compliance requests.
Identify, report, and document potential conflicts of interest in accordance with EY Global policies.
Perform detailed research and analysis on EY professionals’ financial interests and family relationships, including equities, mutual funds, loans, and insurance policies, to determine investment permissibility.
Build working knowledge of personal independence concepts, financial products, and global market mechanisms.
Maintain and update EY internal independence tools and tracking databases with precise data regarding securities owned, brokerage accounts, and business relationships.
Work towards meeting and exceeding individual KPIs while adhering strictly to process timelines and delivery standards.
Collaborate closely with global stakeholders, regional teams, and project leads for timely execution of compliance requests.
Identify, report, and document potential conflicts of interest in accordance with EY Global policies.
Skills & Eligibility
Education: Master’s or Postgraduate degree (preferably in Finance, Business Administration, Economics, Commerce, or related fields) from a recognized institute.
Experience: Minimum 1 year of professional experience in research, financial analysis, or compliance operations within a professional services or corporate firm.
Sound understanding of basic financial products including equities, mutual funds, bonds, pension plans, and insurance instruments.
Proficiency in Microsoft Office Suite (MS Excel, MS Word, Outlook, and SharePoint).
Strong written and spoken English communication skills paired with keen analytical thinking.
High level of integrity, ethical mindset, adaptability, and attention to detail when dealing with confidential financial data.
Education: Master’s or Postgraduate degree (preferably in Finance, Business Administration, Economics, Commerce, or related fields) from a recognized institute.
Experience: Minimum 1 year of professional experience in research, financial analysis, or compliance operations within a professional services or corporate firm.
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