Financial Services Tech Consulting Senior - WAM - Charles River 1

EY•Charlotte, DC

6d•$102,500 - $213,400•Hybrid

About The Position

We are seeking a Data-focused investment compliance resource to support data validation, integration, and exception management across compliance platforms such as Charles River, Aladdin, and Bloomberg. This role is critical to ensuring the accuracy and integrity of data feeding compliance rules and downstream processes.

Requirements

Bachelor’s degree in Finance, Business, Data Analytics, Engineering, or related field
2–5 years of experience in investment compliance, operations, or market/reference data roles
Strong SQL skills for querying and validating data
Proficiency in Excel for data analysis and reporting
Experience working with investment data (securities, benchmarks, accounts)

Nice To Haves

Experience with Charles River (CRD), Aladdin, or Bloomberg
Understanding of fixed income, equities, and basic derivatives
Exposure to data quality, reconciliation, and exception management processes

Responsibilities

Maintain and validate security master, issuer, benchmark, and account-level data supporting compliance systems
Perform SQL-based data analysis and validation across platforms such as CRD, Aladdin, and Bloomberg
Support configuration, testing, and troubleshooting of compliance rules from a data perspective
Conduct root cause analysis on compliance exceptions and implement corrective actions
Partner with compliance officers, portfolio managers, operations, and technology teams to ensure data accuracy
Support data mapping, reconciliation, and system integration efforts across upstream/downstream platforms
Use Excel and reporting tools to analyze and present data findings