FSO, Business Transformation - WAM Asset Management Senior
About The Position
EY’s Financial Services Organization (FSO) is a dedicated business unit serving the financial services industry. Within its Asset & Wealth Management Consulting practice, the Senior Consultant helps clients align operating models, data, and technology with business strategies. The work spans the investment value chain, from front-office strategy and product development through middle- and back-office transformation and digital enablement, serving traditional and alternative asset managers, wealth platforms, and service providers. The role supports client initiatives that improve efficiency, scale, and transparency, and develops expertise across asset classes and consulting areas including operations, technology, data, and regulatory change. The consultant helps design and implement target operating models, contributes to technology-enabled transformations and emerging operating-model initiatives, and collaborates with colleagues across EY service lines. The position also contributes to business development, thought leadership, and team knowledge sharing, particularly regarding convergence between traditional and alternative investments. The role is based in New York, Chicago, or Boston. EY describes its work arrangement as a team-led, leader-enabled hybrid model, with most client-serving employees expected to work together in person 40–60% of the time over the course of an engagement, project, or year. Travel is required as needed.
Requirements
- Bachelor’s degree in business, finance, accounting, computer science, engineering, or a related discipline.
- At least 3 years of progressive experience at a traditional or alternative asset management firm, fund administrator, or wealth platform, or in financial services consulting with exposure to investment operations or technology transformation.
- Familiarity with investment systems such as Aladdin, Charles River, Eagle, eFront, Investran, or Geneva.
- Experience with process improvement, system implementation, project management, or middle-office outsourcing.
- Strong interpersonal, presentation, and client service skills.
- Willingness to travel as required.
- Valid driver’s license and passport.
- Solid understanding of the asset and wealth management industry, including investment operations, product structures, and client segments.
- Ability to translate complex business and operational requirements into practical, technology-enabled solutions.
- Strong analytical and communication skills, including the ability to distill complex findings into actionable client insights.
- Ability to thrive in collaborative, fast-paced consulting environments.
Nice To Haves
- MBA or MS degree.
- Prior consulting experience with a Big 4 or other global professional services firm.
- Understanding of how digital platforms, automation, and data solutions are transforming the investment management ecosystem.
- Experience assessing vendor solutions or service providers for fund accounting, data management, or performance measurement.
Responsibilities
- Support clients across the investment management lifecycle, including product development, investment operations, fund accounting, data management, and reporting.
- Help design and implement target operating models to improve scalability, cost efficiency, and governance across front-, middle-, and back-office functions.
- Participate in technology-enabled transformations, including system selection and implementation.
- Work with clients on outsourcing strategy, automation, and digital operating models.
- Contribute to business development, thought leadership, and team knowledge sharing, particularly around market convergence between traditional and alternative investments.
- Collaborate with colleagues across service lines to provide integrated solutions spanning operations, data, risk, finance, and technology.
Benefits
- Medical coverage
- Dental coverage
- Pension plans
- 401(k) plans
- Paid time off options
- Flexible vacation policy
- EY Paid Holidays
- Winter and Summer breaks
- Personal and Family Care time
- Other leaves of absence to support physical, financial, and emotional well-being
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What This Job Offers
Job Type
Full-time
Career Level
Senior
