Financial Services Tech Consulting Senior - WAM - CRD / Aladdin

Financial Services Tech Consulting Senior - WAM - CRD / Aladdin

Location: New York Other locations: Anywhere in Region Salary: Competitive Date: Jun 10, 2026

Job Description

Requisition ID: 1716354 Location: Boston, Chicago, Charlotte, New York, Philadelphia, Washington 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. The opportunity 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. Your key 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 To qualify for the role you must have Bachelor's degree in Finance, Business, Data Analytics, Engineering, or related field 25 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 have 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 What we look for Strong analytical mindset with attention to data accuracy and integrity Ability to work across data, compliance, and technology teams Proactive problem-solving in identifying and resolving data-related issues impacting compliance What we offer you At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $102,500 to $187,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $122,900 to $213,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at View email address on click.appcast.io.