Senior Private Markets Tech Consultant - WAM

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

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