Financial Services Technology Consulting, WAM - Private Markets Senior

EY; New York (NY); On-site; USD 123,000 - 205,000; Full time

Job summary

EY’s Wealth and Asset Management Technology practice seeks a Senior professional to translate business needs into product capabilities and technology solutions, driving innovation across traditional and alternative investments. You’ll work with client product owners, operations, finance, designers, architects and engineers to define requirements and deliver impactful solutions.

You will own defined workstreams, facilitate workshops, document processes and develop robust backlogs while

Qualifications

• A bachelor's degree in business, finance, economics, information systems, computer science, engineering or a related field.
• Approximately 4 to 6 years of relevant work experience; or a graduate degree with 3 to 5 years of relevant work experience.
• Experience as a business analyst, business systems analyst, product analyst, product owner or similar role within financial services, asset management or consulting.
• Experience supporting at least one phase of the product or technology delivery lifecycle (discovery, requirements, design, development, testing, implementation or adoption).
• Willingness to travel based on client needs and to hold a valid driver's license and passport.

Responsibilities

• Own analysis and delivery activities for defined product or business workstreams, with guidance from Managers and Senior Managers.
• Facilitate stakeholder interviews, process walkthroughs and requirements workshops with private equity, operations, finance, data and technology teams.
• Document current-state and future-state processes, pain points, business requirements, functional requirements, user stories and acceptance criteria.
• Translate business needs into prioritized product capabilities and a well-structured backlog in partnership with product owners and delivery teams.
• Analyze workflows and data across fundraising, deal execution, portfolio monitoring, fund accounting, capital activity, valuations, investor servicing and reporting.
• Develop source-to-target mappings documenting source fields, target fields, transformations, business rules and data quality requirements.
• Prepare clear client-ready materials, status updates, decisions points and recommendations for workstream leadership.

Skills

Private markets

Data analysis

SQL

Excel

Power BI

Tableau

Jira

Azure DevOps

Confluence

Visio

Lucidchart

Fund accounting

Education

Bachelor's degree or higher

Tools

Jira

Azure DevOps

Confluence

Visio

Lucidchart

Power BI

Tableau

Job description

Financial Services Technology Consulting, WAM - Private Markets Senior

Location: New York

Other locations: Anywhere in Region

Location: New York, Chicago, Boston, Philadelphia, Charlotte and Washington

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.

EY is a global leader in serving the financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry—the Financial Services Organization (FSO). Our integrated model and bold ambition allow us to stay at the center of industry transformation, working with clients across Banking and Capital Markets, Wealth and Asset Management and Insurance to address strategic, operational and technology-driven change.

Within EY Technology Consulting, we help asset and wealth management firms design, modernize and scale their digital and data ecosystems, spanning the entire investment value chain. If you are passionate about translating business needs into product capabilities and technology solutions, and driving innovation across traditional and alternative investments, this role provides an opportunity to help define the future of financial services platforms.

The opportunity

As part of EY's Wealth and Asset Management Technology practice, you'll support private equity and alternative investment clients as they modernize product capabilities, operating processes, data and technology platforms. You will work with client product owners, operations teams, investment professionals, finance stakeholders, designers, architects and engineers to translate business needs into clear, actionable requirements.

Your work will span product analysis, business process design, requirements definition, data analysis, testing and agile delivery. You will independently own defined areas of a workstream, facilitate stakeholder discussions and help delivery teams build solutions that improve investment operations, portfolio monitoring, fund accounting, investor servicing and reporting.

Your key responsibilities

Own analysis and delivery activities for defined product or business workstreams, with guidance from Managers and Senior Managers.

Facilitate stakeholder interviews, process walkthroughs and requirements workshops with private equity business, operations, finance, data and technology teams.

Document current-state and future-state processes, pain points, business requirements, functional requirements, user stories and acceptance criteria.

Translate business needs into prioritized product capabilities and a well-structured backlog in partnership with product owners and delivery teams.

Analyze workflows and data across fundraising, deal execution, portfolio monitoring, fund accounting, capital activity, valuations, investor servicing and reporting.

Apply business process design techniques to develop current-state and future-state process maps, business rules, operating controls and detailed functional requirements.

Develop source-to-target mappings that document source fields, target fields, transformations, business rules, validation logic and data quality requirements.

Support the design and validation of conceptual and logical data models for fund, investor, portfolio company, transaction and performance data.

Support product discovery by synthesizing user needs, evaluating options and helping define minimum viable product scope and release priorities.

Work closely with architects, designers, developers and data engineers to clarify requirements, resolve questions and confirm that proposed solutions meet business needs.

Develop test scenarios and scripts, coordinate user acceptance testing, document defects and validate that delivered capabilities meet acceptance criteria.

Prepare clear client-ready materials, status updates, decision points and recommendations for workstream leadership.

Contribute to EY practice development through reusable assets, market research, proposals and knowledge sharing related to private markets products and platforms.

Skills and attributes for success

Working knowledge of private markets (private equity, private credit, real estate, infrastructure) and alternative investment processes, products, operating models, data and reporting needs.

Strong business analysis and product analysis skills, including requirements elicitation, process mapping, user story development, backlog refinement and acceptance criteria.

Ability to structure ambiguous problems, connect business needs to technology capabilities and communicate findings clearly.

Experience working in agile delivery environments and participating in sprint planning, backlog refinement, demonstrations and retrospectives.

Strong data analysis skills, including the ability to profile, reconcile, interpret and validate operational, investment and financial data using SQL, Excel or business intelligence tools.

Working knowledge of data modeling, including entities, attributes, relationships, reference data and conceptual and logical data models.

Ability to create and validate source-to-target mappings, transformation rules, data definitions and reconciliation requirements.

Strong business process design skills, including process decomposition, workflow analysis, control design and future-state process definition.

Strong written, verbal, presentation and client service skills, with the ability to work effectively across business and technology teams.

Ability to manage multiple priorities, meet deadlines and elevate risks or dependencies promptly.

To qualify for the role you must have

A bachelor's degree in business, finance, economics, information systems, computer science, engineering or a related field and approximately 4 to 6 years of relevant work experience; or a graduate degree and approximately 3 to 5 years of relevant work experience.

Experience as a business analyst, business systems analyst, product analyst, product owner or similar role within financial services, asset management, alternative investments or consulting.

Experience supporting at least one phase of the product or technology delivery life cycle, including discovery, requirements, design, development, testing, implementation or adoption.

Demonstrated ability to create high-quality requirements, process documentation, user stories, test materials and client presentations.

Willingness and ability to travel based on client needs, and to hold a valid driver's license and passport.

Ideally, you'll also have

Experience with private equity, private credit, real estate or infrastructure investment operations.

Familiarity with platforms such as Investran, eFront, Allvue, Geneva, DealCloud, LemonEdge, Dynamo, iLEVEL, 73 Strings, Yardi, Salesforce, Snowflake or Databricks.

Experience with fund administrator data, portfolio company data, capital activity, valuations, performance reporting or investor reporting.

Experience with Jira, Azure DevOps, Confluence, Visio, Lucidchart, Power BI or Tableau.

Certifications in business analysis, product ownership, agile delivery, cloud or data analytics.

What we look for

We're looking for collaborative, curious and detail-oriented professionals who can move comfortably between private equity business processes, product thinking and technology delivery. You will bring a structured approach, sound judgment and a strong ownership mindset, while remaining open to coaching and working effectively as part of an integrated client and EY team.

If you are ready to help private markets firms turn complex business needs into practical product and technology capabilities, we'd love to have you on the team.

What we offer you

At EY, we harness our collective strength to empower you to shape your future with confidence through professional growth, personal fulfillment and an inclusive culture. Learn more at ey.com/us/careers.

• We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job is:
• New York City, Boston, and Washington DC Metro Areas, Washington State, and Southern California offices – $122,900 to $204,900
• Bay Area California offices – $128,100 to $213,400
• All other offices locations in the US, including Sacramento – $102,500 to $187,900
• Individual salaries within these ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
• Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

EY | Building a better working world

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

All in to shape the future with confidence.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information,national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at [e-mail] .

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