Senior Financial Services Technology Consultant – Private Markets, Wealth & Asset Management

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

Posted 10/14/2026full-timeUnited StatesSenior💰 $122,900 - $204,900 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in business analysis and product analysis within financial services, focusing on requirements elicitation, process mapping, and data modeling. Proficient in developing high-quality documentation, user stories, and test materials while collaborating effectively with cross-functional teams.

Highest-signal resume keywords

Business AnalysisProduct AnalysisData Analysis Using SQLAgile Delivery EnvironmentsProcess Mapping

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Applicant Tracking System Keywords

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Hard Skills

Requirements ElicitationUser Story DevelopmentBacklog RefinementAcceptance CriteriaData ModelingSource-To-Target MappingTransformation RulesProcess DocumentationTest Scenario DevelopmentClient Presentations

Soft Skills

Strong Written CommunicationVerbal CommunicationPresentation SkillsClient Service SkillsTime Management

Tools & Technologies

SQLExcelBusiness Intelligence Tools

Industry Keywords

Financial ServicesAsset ManagementAlternative InvestmentsProduct Delivery Life CyclePrivate Markets

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Own analysis and delivery activities for defined product or business workstreams, with guidance from Managers and Senior Managers
Facilitate stakeholder interviews, process walkthroughs and requirements workshops
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 structured backlog
Analyze workflows and data across fundraising, deal execution, portfolio monitoring, fund accounting, capital activity, valuations, investor servicing and reporting
Develop process maps, business rules, operating controls and detailed functional requirements
Develop source-to-target mappings and document transformations, validation logic and data quality requirements
Support conceptual and logical data models for fund, investor, portfolio company, transaction and performance data
Support product discovery, minimum viable product scope and release priorities
Collaborate with architects, designers, developers and data engineers to clarify requirements and resolve questions
Develop test scenarios and scripts, coordinate user acceptance testing, document defects and validate delivered capabilities
Prepare client-ready materials, status updates, decision points and recommendations
Contribute to EY practice development through reusable assets, market research, proposals and knowledge sharing

Requirements

What you’ll need

Bachelor's degree in business, finance, economics, information systems, computer science, engineering or a related field and approximately 4 to 6 years of relevant work experience; or a graduate degree and approximately 3 to 5 years of relevant work experience
Experience as a business analyst, business systems analyst, product analyst, product owner or similar role within financial services, asset management, alternative investments or consulting
Experience supporting at least one phase of the product or technology delivery life cycle, including discovery, requirements, design, development, testing, implementation or adoption
Demonstrated ability to create high-quality requirements, process documentation, user stories, test materials and client presentations
Willingness and ability to travel based on client needs
Valid driver's license and passport
Working knowledge of private markets and alternative investment processes, products, operating models, data and reporting needs
Strong business analysis and product analysis skills, including requirements elicitation, process mapping, user story development, backlog refinement and acceptance criteria
Experience working in agile delivery environments
Strong data analysis skills using SQL, Excel or business intelligence tools
Working knowledge of data modeling
Ability to create and validate source-to-target mappings, transformation rules, data definitions and reconciliation requirements
Strong business process design skills
Strong written, verbal, presentation and client service skills
Ability to manage multiple priorities, meet deadlines and escalate risks or dependencies promptly

Benefits

Comp & perks

Medical and dental coverage
Pension and 401(k) plans
Flexible vacation policy
EY Paid Holidays
Winter/Summer breaks
Personal/Family Care leave
Other leaves of absence
Professional growth
Inclusive culture
Compensation and benefits based on performance and value brought to the business