FSO, Business Transformation, Asset Management Senior

FSO, Business Transformation, Asset Management Senior

Join to apply for the FSO, Business Transformation, Asset Management Senior role at EY

Location:

New York, Chicago and Boston

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 leader in serving the global 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 focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure.

If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!

EY | Financial Services Organization – Wealth & Asset Management Consulting

Senior Consultant – Asset & Wealth Management (with Private Markets Exposure)

As part of our Asset & Wealth Management practice, you’ll help clients better align their operating models, data, and technology with their business strategies. Our work spans the full investment value chain—from front-office strategy and product development to middle- and back-office transformation and digital enablement. You’ll serve both traditional and alternative asset managers, wealth platforms, and service providers, working on initiatives that enable efficiency, scale, and transparency.

Increasingly, this includes supporting clients as they expand into Private Markets and semi-liquid alternative products—helping bridge the operational and regulatory complexities between public and private investments. This is an opportunity to build deep expertise across a diverse set of asset classes while developing future‑ready consulting skills in operations, technology, data, and regulatory change.

• Support clients across the investment management lifecycle, from product development and investment operations to fund accounting, data management, and reporting.
• Help design and implement target operating models that improve scalability, cost efficiency, and governance across front-, middle-, and back-office functions.
• Participate in technology‑enabled transformations, including system selection and implementation (e.g., Aladdin, Charles River, Geneva, Investran, eFront, or equivalent).
• Work with clients on emerging areas such as outsourcing strategy, automation, and digital operating models.
• Contribute to business development, thought leadership, and knowledge sharing within the team, particularly around market convergence between traditional and alternative investments.
• Collaborate closely with colleagues across service lines to bring integrated EY solutions spanning operations, data, risk, finance, and technology.

• Solid understanding of the asset and wealth management industry, including investment operations, product structures, and client segments.
• Interest or experience in Private Markets and Alternatives (e.g., Private Equity, Private Credit, Real Estate, Infrastructure, or secondaries) as the industry expands access to non‑traditional products.
• Ability to translate complex business and operational requirements into practical, technology‑enabled solutions.
• Strong analytical and communication skills, with the ability to distill complex findings into actionable insights for clients.
• Proven ability to thrive in collaborative, fast‑paced consulting environments.

• Bachelor’s degree in business, finance, accounting, computer science, engineering, or related discipline; MBA or MS preferred.
• Minimum of 3 years of progressive experience in:
• A traditional…