Financial Services Tech Consulting Rule Coding Senior, Investment Compliance - WAM - CRD / Aladdin

Location: Boston, Chicago, Charlotte, New York, Philadelphia, Washington Rule Coding Specialist – The role focuses on translating complex investment guidelines into system‑enforced compliance rules and ensuring accurate implementation across asset classes and client account types. Your Key Responsibilities Interpret investment guidelines and regulatory requirements and translate them into system‑based compliance rules Configure, code, and validate compliance rules across OMS platforms (CRD, Aladdin, Sentinel) Review rule logic to ensure alignment with guideline intent and expected functionality Perform testing and validation of compliance rules, including exception and breach analysis Support account onboarding, compliance audits, and rule certification activities Work across equities, fixed income, and derivatives asset classes and account types (Retail, Institutional, Private Client) Partner with compliance officers, portfolio managers, and technology teams to refine rule logic Support SIT/UAT cycles, defect resolution, and production validation Qualifications Bachelor’s degree in Finance, Business, Engineering, or related field Minimum 3 years of experience in investment compliance rule coding, testing, or implementation Hands‑on experience working with OMS platforms (CRD, Aladdin, Sentinel) Strong experience across equities, fixed income, and/or derivatives Experience interpreting investment guideline language and translating into coded rules Nice to Have Experience with guideline audits, compliance reviews, or account onboarding processes Familiarity with compliance breach analysis and remediation workflows Exposure to multi‑asset portfolio compliance frameworks What We Look For Strong ability to bridge business rules and technical implementation Attention to detail in validating rule logic and identifying edge cases Comfort operating in client‑facing, fast‑paced implementation environments Benefits Comprehensive compensation and benefits package including base salary range $102,500 to $187,900 (US) and higher ranges for certain metro areas. Medical and dental coverage, pension and 401(‑k) plans, and paid time off. Hybrid work model with expected onsite interaction. Flexible vacation policy and support for personal/family care and other leaves. Equal Opportunity Employer EY is an equal‑opportunity employer and 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. #J-18808-Ljbffr EY