Senior Financial Services Tech Consultant

EY

Charlotte (NC)

Hybrid

USD 103,000 - 213,000

Full time

23 hours ago
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Benefits offered by this job

Medical and dental coverage
401(k) plan
Paid time off options

Job summary

EY Wealth and Asset Management Technology practice is seeking a business/product analyst to support private equity and alternative investments 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.

Qualifications

  • Bachelor's degree in business, finance, economics, information systems, computer science, engineering or a related field and 4–6 years of relevant work experience.
  • Experience as a business analyst or product owner in financial services or consulting.
  • Experience supporting at least one phase of the product or technology delivery lifecycle.
  • Ability to create high-quality requirements, process documents, user stories and client presentations.
  • Willingness to travel and hold a valid driver's license and passport.

Responsibilities

  • Own analysis and delivery activities for defined product or business workstreams.
  • Facilitate stakeholder interviews, process walkthroughs and requirements workshops.
  • Document current-state and future-state processes, requirements and acceptance criteria.
  • Translate business needs into product capabilities and backlog.
  • Develop source-to-target mappings and data models support.
  • Prepare client-ready materials and project updates.
  • Contribute to EY practice development with reusable assets and knowledge sharing.

Skills

Business analysis
Product analysis
Requirements elicitation
Backlog refinement
Agile delivery
Data analysis
SQL
Excel
BI tools
Communication

Education

Bachelor's degree

Tools

Jira
Azure DevOps
Confluence
Visio
Lucidchart
Power BI
Tableau

Job description

EY Wealth and Asset Management Technology practice is seeking a business/product analyst to support private equity and alternative investments 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.

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