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

EY•Chicago, DC

3d•$142,600 - $297,200

About The Position

EY’s Wealth and Asset Management Technology practice helps asset and wealth management firms design, modernize and scale digital and data ecosystems across the investment value chain. The Manager will lead product and business analysis workstreams for private equity and alternative investment clients modernizing operating models, data and technology platforms. The role partners with senior client stakeholders, product leaders, investment and operations teams, architects and engineers to shape product vision, define target capabilities and drive delivery. The work spans product strategy, business architecture, requirements leadership, data and process design, agile delivery and implementation. The Manager is accountable for workstream outcomes, team quality and stakeholder alignment, coaches Senior Consultants and Consultants, and supports broader program leadership. The position is based in one of the listed U.S. locations and may require travel based on client needs. The salary range depends on office location: $171,200–$285,300 for New York City, Boston, Washington, DC Metro, Washington State and Southern California offices; $178,400–$297,200 for Bay Area California offices; and $142,600–$261,500 for other U.S. offices, including Sacramento. EY offers medical and dental coverage, pension and 401(k) plans, and paid time off options, including flexible vacation, designated holidays, winter/summer breaks, personal/family care and other leaves.

Requirements

Bachelor’s degree in business, finance, economics, information systems, computer science, engineering or a related field and approximately 6–8 years of relevant work experience; or a graduate degree and approximately 5–7 years of relevant work experience.
Experience in product management, product analysis, business analysis, business systems analysis or technology consulting within financial services, asset management or alternative investments.
Demonstrated experience leading teams or workstreams through multiple phases of the product and technology delivery life cycle, including discovery, requirements, design, development, testing, implementation and adoption.
Experience managing client stakeholders, facilitating senior-level decisions and presenting clear recommendations.
Strong analytical, communication, presentation, client service and technical writing skills.
Willingness and ability to travel based on client needs, and to hold a valid driver’s license and passport.
Strong knowledge of private markets and alternative investment products, operating models, processes, platforms, data and reporting requirements.
Ability to lead business or product analysis workstreams and turn complex business needs into executable product and technology plans.
Strong product management skills, including product vision, capability definition, roadmap development, prioritization, backlog management and value measurement.
Experience managing cross-functional delivery across business, product, design, architecture, data and engineering teams.
Ability to identify and resolve scope, process, data and technology issues while maintaining alignment with strategic objectives.
Strong understanding of agile delivery methods and ability to adapt product and analysis practices to the client’s delivery model.
Strong data analysis capabilities, including directing data profiling, reconciliation, root-cause analysis and validation using SQL, Excel or analytics tools.
Ability to lead data modeling and source-to-target mapping and review detailed data deliverables for completeness and accuracy.
Advanced business process design skills, including target operating model alignment, workflow optimization, control design and implementation planning.
Strong leadership, facilitation, executive communication, negotiation and client relationship skills.
Ability to manage multiple priorities, coach team members and maintain quality in a fast-paced consulting environment.

Nice To Haves

Experience with private equity, private credit, real estate or infrastructure investment operations and products.
Experience with platforms such as Investran, eFront, Allvue, Geneva, DealCloud, LemonEdge, Dynamo, iLEVEL, 73 Strings, Yardi, Salesforce, Snowflake or Databricks.
Experience leading fund administration oversight, portfolio monitoring, investor reporting, data platform or operating model transformation initiatives.
Experience with data and API integration among fund accounting, investor servicing, CRM, portfolio monitoring and reporting platforms.
Prior consulting experience and demonstrated contributions to proposals, practice development, thought leadership or team development.
Certifications in product ownership, business analysis, agile delivery, cloud or data analytics.

Responsibilities

Lead product and business analysis workstreams 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 with product owners, balancing business value, user needs, risk, technical dependencies and delivery capacity.
Lead business process design, including current-state assessment, process decomposition, future-state workflows, operating controls, roles and handoffs.
Lead conceptual and logical data modeling, 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 align business requirements, user experience, data and technology design.
Lead testing strategy, user acceptance testing, defect triage, readiness planning and stakeholder sign-off for assigned workstreams.
Direct and review Senior Consultants’ and Consultants’ work, providing coaching, quality assurance and clear delegation.
Communicate workstream progress, risks, decisions and recommendations to client executives and EY program leadership.
Support business development, proposals, estimates, client presentations and development of reusable EY assets and market perspectives.