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

Overview

Location:

New York, Hoboken, Boston

At EY, we’re all in to shape your future with confidence.

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

EY is a global leader in serving the financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our integrated model and bold ambition allow us to stay at the center of industry transformation, working with clients across Banking and Capital Markets, Wealth and Asset Management and Insurance to address strategic, operational and technology-driven change.

Within EY Technology Consulting, we help asset and wealth management firms design, modernize, and scale their digital and data ecosystems — spanning the entire investment value chain. If you are passionate about building technology solutions that connect business strategy with engineering excellence, and driving innovation across both traditional and alternative investments, this role provides an opportunity to help define the future of financial services platforms.

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.

• Lead client 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…