Financial Services Tech Consulting Private Markets Manager - WAM, Asset Management

Location:

New York, Boston, Charlotte, Chicago, Philadelphia, Washington

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 translating business needs into product capabilities and technology solutions, and driving innovation across traditional and alternative investments, this role provides an opportunity to help define the future of financial services platforms.

As part of EY's Wealth and Asset Management Technology practice, you'll lead product and business analysis work streams for private equity and alternative investment clients modernizing their operating models, data and technology platforms. You will partner with senior client stakeholders, product leaders, investment and operations teams, architects and engineers to shape product vision, define target capabilities and drive delivery.

Your work will span product strategy, business architecture, requirements leadership, data and process design, agile delivery and implementation. You will be accountable for workstream outcomes, team quality and stakeholder alignment while coaching Senior Consultants and Consultants and supporting broader program leadership.

• Lead product analysis and business analysis work streams from discovery through implementation, managing scope, deliverables, risks, dependencies and stakeholder expectations.
• Partner with senior client stakeholders to define business outcomes, product vision, target capabilities, roadmap priorities and measurable success criteria.
• Plan and lead executive interviews, design workshops and decision-making sessions across investment, operations, finance, investor relations, data and technology functions.
• Oversee current-state assessments and target-state design across fundraising, deal execution, portfolio monitoring, fund accounting, capital activity, valuations, investor servicing and reporting.
• Translate strategic and operational needs into product roadmaps, epics, features, business capabilities, functional requirements, user stories and acceptance criteria.
• Own backlog quality and prioritization in partnership with product owners, balancing business value, user needs, risk, technical dependencies and delivery capacity.
• Lead business process design across current-state assessment, process decomposition, future-state workflows, operating controls, roles and handoffs.
• Lead conceptual and logical data modeling activities, defining core entities, relationships, reference data, business definitions and model requirements across private markets domains.
• Oversee source-to-target mapping specifications, including field-level mappings, transformation rules, derivations, validation logic, reconciliations and data quality controls.
• Collaborate with architecture, design, engineering and data leads to evaluate solution options and ensure alignment among business requirements, user experience, data…