Financial Services Technology Consulting - Wealth and Asset Management - Senior - Private Markets

The opportunity

As part of EY’s Wealth and Asset Management Technology practice, you’ll help clients transform their operating environments through cloud-based architectures, digital workflows, and agile delivery. Our clients include global asset managers, fund administrators, custodians, and fintech providers seeking to modernize their platforms, data, and product capabilities.

Your work will span product design, system integration, and agile program delivery — helping firms digitize investment operations, automate reporting, and expand access to private markets. You’ll collaborate across EY teams and client stakeholders to enable scalable solutions that connect front-office innovation to back-office efficiency.

This is a highly collaborative environment where technology consulting meets agile product management, and where curiosity and execution go hand in hand.

• Partner with client leadership and engineering teams to design and implement scalable technology solutions supporting wealth and asset management business models.

• Manage agile engineering pods — facilitating daily scrums, sprint planning, backlog prioritization, retrospectives, and PI planning aligned with client product roadmaps.

• Serve in product management roles (Product Owner, Scrum Master, or Delivery Lead) ensuring alignment between business goals, user stories, and technical execution.

• Collaborate with architecture, product, and data teams to build integration layers across portfolio management, fund accounting, investor servicing, and reporting systems.

• Lead modernization and migration efforts from legacy mainframe or on-premise systems to modern, cloud-based solutions.

• Apply agile and Dev Ops practices — leveraging automation, CI/CD, and data-driven insights to accelerate platform delivery.

• Support solution design and implementation across traditional and alternative investment systems, including:

• Aladdin, Charles River, Sim Corp, Eagle, Geneva, Investran, eFront, Deal Cloud, Yardi, Lemon Edge, 73 Strings, Dynamo, iLEVEL, and related data or workflow tools.

• Contribute to vendor evaluations, proof-of-concepts, and solution architectures to help clients select the right platforms for their investment products and fund structures.

• Collaborate with EY teams to develop and share insights on emerging trends such as private-markets digitization, hybrid fund structures, and data standardization across the ecosystem.

• Strong understanding of the wealth and asset management industry — including investment products, operational workflows, data models, and reporting processes.

• Familiarity with private-markets systems and data flows across Private Equity, Private Credit, Real Estate, and Infrastructure funds.

• Hands-on experience with agile methodologies (Scrum, Kanban, SAFe) and agile ceremonies such as sprint planning, backlog refinement, and PI coordination.

• Proven ability to manage multiple engineering pods or delivery work streams while maintaining clarity of scope, risk, and dependencies.

• Experience translating complex business or regulatory requirements into actionable technology deliverables and user stories.

• Technical fluency in at least one or more of the following:

• Programming and scripting:
  Python, SQL, Java, or mainframe modernization (COBOL, JCL).

• Data and analytics: SQL-based ETL pipelines, Power BI, Tableau, or cloud-native data services (AWS, Azure, GCP).

• Workflow and automation:
  Unqork, Appian, UiPath, Service Now, Airflow, or similar orchestration platforms.

• Understanding of APIs, microservices, data governance, and Dev Ops practices to support continuous integration and deployment.

• A bachelor’s degree in computer science, engineering, information systems, finance, or a related field and a minimum of 3 years of related work experience; or a graduate degree and 2 years of related work experience.

• 2 years of experience in technology delivery, software engineering, or product management at a financial services company, preferably within wealth or asset management.

• Ability to partner with a team of technology advisors through all phases of the technology…