Financial Services Tech Consulting Compliance Data Senior - WAM - CRD / Aladdin

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 an Investment Compliance Data Specialist to support investment compliance platform implementations and transformation initiatives across leading solutions including Charles River Development (CRD), Aladdin, Bloomberg, and related investment management platforms.

This role focuses on ensuring the quality, accuracy, and integrity of the data that drives investment compliance monitoring and reporting. The successful candidate will work closely with compliance, operations, portfolio management, and technology teams to validate data requirements, support system integrations, troubleshoot compliance-related data issues, and enable successful implementation of compliance monitoring capabilities across client portfolios and investment strategies.

The ideal candidate will possess a strong understanding of investment management data, compliance processes, and platform implementations, with experience supporting complex transformations involving security master, benchmark, issuer, account, and portfolio data.

Key Responsibilities

• Support investment compliance platform implementations, upgrades, and transformation initiatives by validating data requirements and compliance monitoring inputs.
• Analyze and validate security master, issuer, benchmark, account, portfolio, and reference data utilized by compliance monitoring platforms.
• Perform SQL-based analysis to investigate data quality issues, validate business requirements, and support implementation testing activities.
• Support data mapping, conversion, and integration efforts across compliance, portfolio management, accounting, OMS, EMS, and market data platforms.
• Conduct root cause analysis of compliance exceptions, monitoring discrepancies, and implementation defects to identify data-related drivers and corrective actions.
• Partner with compliance, operations, portfolio management, and technology stakeholders to ensure data supports intended compliance outcomes.
• Support System Integration Testing (SIT), User Acceptance Testing (UAT), parallel testing, and production readiness activities.
• Validate complex investment data domains including positions, classifications, benchmark constituents, issuer hierarchies, look-through holdings, analytics, and derivative exposures.
• Assist in documenting data requirements, mapping specifications, reconciliation procedures, testing results, and implementation decisions.
• Support account onboarding, portfolio migrations, and compliance framework enhancements as part of broader implementation programs.

To qualify for the role you must have

• Bachelor's degree in Finance, Business, Information Systems, Data Analytics, Engineering, or a related field.
• 3+ years of experience supporting investment management, investment compliance, reference data, or compliance technology implementations.
• Strong SQL skills with experience analyzing and validating complex investment data sets.
• Experience working with investment data domains including securities, issuers, benchmarks, accounts, positions, classifications, and portfolio analytics.
• Understanding of how investment data supports pre-trade and post-trade compliance monitoring processes.
• Experience participating in implementation projects, platform migrations, onboarding initiatives, or compliance technology transformations.
• Strong analytical, troubleshooting, and problem-solving skills.

Nice to have

• Experience with Charles River Development (CRD), Aladdin, Bloomberg AIM, Sentinel, or related investment management platforms.
• Familiarity with compliance monitoring frameworks and investment guideline oversight.
• Experience supporting data integration, reconciliation, testing, and implementation validation activities.
• Knowledge of equity, fixed income, derivatives, and multi-asset investment products.
• Understanding of benchmark, issuer hierarchy, security classification, and look-through data concepts.

What We Look For

• Ability to bridge business requirements and technical implementation activities.
• Strong attention to detail and commitment to data accuracy and quality.
• Ability to analyze complex issues spanning compliance, data, and technology domains.
• Comfortable operating in fast-paced implementation environments with multiple stakeholders and competing priorities.
• Strong communication skills with the ability to explain technical findings to business and compliance audiences.

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.

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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 careers.ey.com .