Senior Asset & Wealth Management Transformation Consultant

EY

Boston (MA)

On-site

USD 97,000 - 178,000

Full time

14 days+
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Benefits offered by this job

Hybrid work model
Medical and dental coverage
Pension and 401(k)
Paid time off

Job summary

EY's Financial Services Organization – Wealth & Asset Management Consulting in the US seeks a Senior Consultant to optimize operating models, data and technology across front-, middle-, and back-office functions for asset and wealth clients.

You’ll work on Aladdin-driven transformations, portfolio management, risk analytics, and investment operations, engaging across traditional and alternative investments while developing future-ready consulting skills.

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 financial services consulting.

Responsibilities

  • Support clients across the investment management lifecycle including product development, investment operations, fund accounting, data management and reporting.
  • Help design and implement target operating models to improve scalability, cost efficiency, and governance.
  • Participate in technology-enabled transformations with a focus on Aladdin-driven investment platform transformations and related systems.
  • Support Aladdin configuration, data integration, operating model alignment, and change management.
  • Collaborate on outsourcing strategy, automation, and digital operating models.
  • Contribute to business development, thought leadership, and knowledge sharing within EY.
  • Collaborate with service lines to deliver integrated EY solutions across operations, data, risk, finance, and technology.

Skills

Interpersonal skills
Presentation skills
Client service
Travel flexibility

Education

Bachelor’s degree in business, finance, accounting, computer science, engineering
MBA or MS preferred

Tools

BlackRock Aladdin
Charles River
Eagle
eFront
Investran
Geneva

Job description

EY's Financial Services Organization – Wealth & Asset Management Consulting in the US seeks a Senior Consultant to optimize operating models, data and technology across front-, middle-, and back-office functions for asset and wealth clients.

You’ll work on Aladdin-driven transformations, portfolio management, risk analytics, and investment operations, engaging across traditional and alternative investments while developing future-ready consulting skills.

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