Financial Services Technology Consulting, WAM - Private Markets Senior

Location:

New York

Other locations:
Anywhere in Region

Location:

New York, Chicago, Boston, Philadelphia, Charlotte and 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 support private equity and alternative investment 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.

Your work will span product analysis, business process design, requirements definition, data analysis, testing and agile delivery. You will independently own defined areas of a workstream, facilitate stakeholder discussions and help delivery teams build solutions that improve investment operations, portfolio monitoring, fund accounting, investor servicing and reporting.

Own analysis and delivery activities for defined product or business work streams, with guidance from Managers and Senior Managers.

Facilitate stakeholder interviews, process walkthroughs and requirements workshops with private equity business, 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.

Apply business process design techniques to develop current-state and future-state process maps, business rules, operating controls and detailed functional requirements.

Develop source-to-target mappings that document source fields, target fields, transformations, business rules, validation logic and data quality requirements.

Support the design and validation of conceptual and logical data models for fund, investor, portfolio company, transaction and performance data.

Support product discovery by synthesizing user needs, evaluating options and helping define minimum viable product scope and release priorities.

Work closely with architects, designers, developers and data engineers to clarify requirements, resolve questions and confirm that proposed solutions meet business needs.

Develop…