Lead Transaction Management Business Analyst

Location: Katowice - 2 days office / 3 days remote 

Lead Transaction Management Business Analyst

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

We are currently enforcing the team in Financial Services (FS) area with the portfolio widespread around the globe, dedicated to the Wealth and Asset Management (WAM) sector. Our clients are the top players of the market. Our FS teams have been at the forefront of the most significant industry events that are reshaping and redefining the clients’ products. You will play a key role in defining the way our Wealth and Asset Management clients transform their business models to address their most complex reporting and technology challenges.

The opportunity

We are looking for an experienced Business Analyst to join a banking program focused on transaction management across the trade/ transaction lifecycle (from capture and validation through reconciliation, settlement, and reporting). You will work with cross functional teams to elicit and translate business needs into actionable requirements, strengthen control frameworks, improve data quality, and support delivery from design through testing and go live.

Your key responsibilities 

• Elicit, document, and prioritize business and non functional requirements; translate them into user stories and acceptance criteria; prepare use cases and process flows.


• Analyze end to end transaction lifecycle processes (front to back).


• Provide subject matter expertise on securities post-trade processes including clearing, settlement, corporate actions, reconciliation, and reporting.


• Collaborate with Operations, Finance, Risk, and Technology stakeholders; manage expectations and provide clear, timely communication and reporting.


• Facilitate workshops, working groups and stakeholder meetings to drive alignment on scope, priorities and delivery timelines.


• Produce high quality documentation and contribute to knowledge transfer and continuous improvement initiatives.


• Prepare and execute test assets (system/UAT/E2E), align with QA on test coverage, and validate outcomes against acceptance criteria.

Skills and attributes for success 

• Ability to quickly learn new concepts and systems; proactive ownership in dynamic environments.


• Strong analytical thinking, attention to detail, and excellent time management.


• Ability to work independently while maintaining close collaboration with colleagues and stakeholders.


• Strong communication skills in English (C1).

To qualify for the role, you must have 

• Bachelor’s degree in Finance, Economics, Information Systems, or a related field.


• 8+ years of experience as a Business Analyst (or closely related role) within banking/capital markets, with hands on exposure to transaction management from trade capture to settlement.


• Experience in driving improvements and/or automation.


• Ability to analyze transaction data and investigate issues to identify root causes and propose remediation.


• Demonstrated stakeholder management and cross team collaboration across Operations, Finance, Risk, and IT.


• Experience preparing and executing UAT/E2E test scenarios and coordinating defect resolution.

Ideally, you’ll also have 

• Familiarity with payments and messaging standards (ISO 20022, SWIFT MT/MX), cash management, and exceptions handling.


• Knowledge of regulatory and reporting contexts in banking.


• Experience with data lineage and data quality frameworks in financial services.


• German language skills (B1+).

What we look for

 Professionals with prior work experience in Banking or Wealth or Asset Management Industry, who have teamwork, Client Centricity approach and growth mindset.

What we offer

 EY Global Delivery Services (GDS) is a dynamic and truly global delivery network. We work across nine locations –  Argentina, Hungary, India, the Philippines, Poland, Sri Lanka, Mexico, Spain and the United Kingdom  – and with teams from all EY service lines, geographies, and sectors, playing a vital role in the delivery of the EY growth strategy. From accountants to coders to advisory consultants, we offer a wide variety of fulfilling career opportunities that span all business disciplines. In GDS, you will collaborate with EY teams on exciting projects and work with well-known brands from across the globe. We’ll introduce you to an ever-expanding ecosystem of people, learning, skills, and insights that will stay with you throughout your career.

• Continuous learning:You’ll develop the mindset and skills to navigate whatever comes next.


• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.


• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.


• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

About EY

EY | Building a better working world

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.

Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.

If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

The exceptional EY experience. It’s yours to build

In compliance with the requirements of the Whistleblower Protection Act, our company has established the Procedure for reporting breaches of law and undertaking appropriate follow-up actions.