Senior Asset & Wealth Management Consultant

EY; New York (NY); Hybrid; USD 97,000 - 178,000; Full time

Benefits offered by this job

Hybrid work model

Total Rewards package with medical and

Dental coverage

Job summary

EY in the United States is seeking a Senior Consultant in Asset & Wealth Management to help clients align operating models, data, and technology with business strategies across traditional and alternative asset managers.

You will join EY with a focus on delivering scalable, data-driven solutions across front-, middle-, and back-office functions while developing deep expertise in the investment value chain and regulatory change.

Qualifications

• Bachelor's degree in business, finance, accounting, computer science, engineering, or related discipline; MBA or MS preferred.
• Minimum of 3 years of progressive experience in asset management or related areas.
• Familiarity with investment systems such as Aladdin, Charles River, Eagle, eFront, Investran, Geneva.
• Experience with process improvement, system implementation, project management, or middle-office outsourcing.
• Strong interpersonal, presentation, and client service skills.
• Willingness to travel; valid driver's license and passport.

Responsibilities

• Support clients across the investment management lifecycle, from product development and investment operations to fund accounting, data management, and reporting.
• Help design and implement target operating models that improve scalability, cost efficiency, and governance across front-, middle-, and back-office functions.
• Participate in technology-enabled transformations, including system selection and implementation (e.g., Aladdin, Charles River, Geneva, Investran, eFront, or equivalent).
• Work with clients on outsourcing strategy, automation, and digital operating models.
• Contribute to business development, thought leadership, and knowledge sharing within the team, particularly around market convergence between traditional and alternative investments.
• Collaborate closely with colleagues across service lines to bring integrated EY solutions spanning operations, data, risk, finance, and technology.

Skills

Asset management knowledge

Analytical skills

Communication skills

Client service

Collaboration

Education

Bachelor’s degree in business, finance, accounting, CS, engineering

MBA or MS preferred

Tools

Aladdin

Charles River

Eagle

eFront

Investran

Geneva

Job description

EY in the United States is seeking a Senior Consultant in Asset & Wealth Management to help clients align operating models, data, and technology with business strategies across traditional and alternative asset managers.

You will join EY with a focus on delivering scalable, data-driven solutions across front-, middle-, and back-office functions while developing deep expertise in the investment value chain and regulatory change.