Financial Services Tech Consulting Rule Coding Senior, Investment Compliance - WAM - CRD / Aladdin
$102.5k - $187.9kErnst & Young Advisory Services Sdn Bhd
Financial Services Tech Consulting Rule Coding Senior, Investment Compliance - WAM - CRD / Aladdin Location: New York (Other locations: Anywhere in Region) The opportunity We are seeking a Rule Coding specialist to support investment compliance implementations across leading OMS platforms including Charles River (CRD), Aladdin, and Sentinel. This 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 To qualify for the role, you must have 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 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 What we offer you 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. EY is committed to providing 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. #J-18808-Ljbffr Ernst & Young Advisory Services Sdn Bhd
$102.5k - $187.9k
...We are seeking a Rule Coding specialist to support investment compliance implementations across... ...Charles River (CRD), Aladdin, and Sentinel. This... ...support your physical, financial, and emotional well... ...a full spectrum of services in assurance, consulting, tax, strategy and...FinancialSeniorSummer holidayFlexible hours$102.5k - $187.9k
...Financial Services Tech Consulting Compliance Data Senior - WAM - CRD / Aladdin Location: New York Other locations: Anywhere in Region Requisition ID: 1716354 Locations... ...Washington The Opportunity We are seeking an Investment Compliance Data Specialist to support...FinancialSeniorSummer holidayFlexible hours$102.5k - $187.9k
...We are seeking an Investment Compliance Data Specialist to support... ...Charles River Development (CRD), Aladdin, Bloomberg, and related... ...support your physical, financial, and emotional well-... ...across a full spectrum of services in assurance, consulting, tax, strategy and...FinancialSeniorSummer holidayFlexible hours$128.4k - $235.3k
...serving the global financial services marketplace... ...BlackRock Aladdin expertise to design... ...cutting‑edge investment management... ...efficiency and compliance alignment. Your... ...partner with senior stakeholders across... ..., compliance rule setup,... ...a Management Consultant in one of these...FinancialWork experience placementSummer holidayFlexible hours$168.4k - $384.6k
...Financial Services Tech Consulting Senior Manager - Asset Management Aladdin Location(s): New York; Boston; Philadelphia... ...cutting‑edge investment management solutions... ...operational efficiency and compliance alignment. Your deep... ..., compliance rule setup, workflows, and...FinancialSeniorWork experience placementSummer holidayFlexible hours- EY is seeking a Financial Services Tech Consulting Rule Coding Senior in New York, focusing on investment compliance implementations across OMS platforms like Charles River and Aladdin. This role requires interpreting investment guidelines into compliance rules and validating...FinancialSenior
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$102.5k - $187.9k
Ernst & Young Advisory Services Sdn Bhd is looking for a Financial Services Tech Consulting Rule Coding Senior in New York. This position... ...in translating complex investment guidelines into compliance rules on platforms like Charles River, Aladdin, and Sentinel. Candidates...FinancialSeniorFlexible hours- ...How You’ll Contribute: As a Tax Financial Services Senior, you’ll provide tax consulting and compliance services to hundreds of funds... ...Funds' general partners and investment managers Performing security analysis... ...of partnership tax accounting rules (with a focus on hedge funds)...FinancialSenior
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...Net Worth (UHNW) Rule 10b5-1 Strategy Associate... ...a concierge type service to issuers,... ...Stock Plan Directors, Financial Advisors,... ...Legal Department & Compliance and Strategic Client... ...management and MS’s investment bank). Must quickly... ...analysis and vision to senior leaders....FinancialTemporary workWork at officeImmediate start- ...RSM is seeking a Senior Associate in their Financial Services Risk Consulting Practice located in New York, NY. This role offers a unique opportunity to enhance leadership skills while working closely with clients in a fast-paced environment. Responsibilities include...FinancialSeniorRemote work
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.... Accenture Consulting: Your Unique... .... Becoming a tech‑savvy, well‑rounded... ...chance. We invest in training... ...the broader financial services marketplace... ...direction set by senior management as... ...technology, compliance, alternatives... ..., BlackRock Aladdin, Eagle Pace or CRD a plus Alternatives...FinancialWork at officeLocal area$99.75k - $262.5k
...Tax Senior Manager, International Tax Services New York, NY, United States Job... .... Job Duties: Tax Consulting Develops, recommends... ...appropriate Tax Compliance Manages client engagements... ...and analysis of financial and numerical data... ...by BDO through investments in company stock...FinancialSeniorWork at officeLocal area$110k - $170k
...businesses. We are seeking an Investment Risk Senior Associate/Risk Manager to... ...risk experience in financial services, asset management or wealth... ...attribution and risk models such as Aladdin, Barra, Factset, Bloomberg... ..., state, or federal laws, rules, or regulations. If you...FinancialSeniorLocal areaShift work$157k - $236k
...you willlead and partnerwith Senior Directors tosell... ...Servicesclients.You willoversee consulting engagements(either directly... ...rewardsdesignexperiencewithin Financial Services, gained through consulting... ...with performancefor sales and investment professionals...FinancialSeniorTemporary workLocal areaVisa sponsorshipWork visaFlexible hours$85k - $125k
...the leading provider of compliance SaaS and consulting services for the global financial services sector. With... ...-dealers, insurers, investment banks, private funds,... ...and detail-orientated Senior Financial Analyst to join... ...and consistent data rules across the organization...FinancialSeniorWork experience placementWork visa$102.5k - $187.9k
...working world. ServiceNow Senior Consultant - IT and Operational... ...- but can be a risky investment in such a rapidly... ...components and services that interact seamlessly... ...met through effective coding and programming. Your... ...support your physical, financial, and emotional well-...FinancialSeniorSummer holidayWorldwideFlexible hours$85k - $105k
...Senior Financial Planner, Advisor Services First Affimative Location: Brooklyn, NY (In-Person) Type: Full-Time Compensation... ...been a pioneer in values-aligned investing since 1988 with over $900m in AUM.... ...to build something new: a modern, tech-enabled platform purpose-built for...FinancialSeniorFull time$100k
...000 Job Overview - Senior Accountant (Family Office Services): Take on a pivotal role... ...) (Hybrid), managing financial operations, bill payment... ...financial reporting, tax compliance, and liquidity... ...family office services and investment monitoring. Compensation...FinancialSeniorPermanent employmentWork at officeMonday to Friday- ...A leading global consulting firm in New York is seeking a Senior Director in their Work, Rewards and Careers practice. The role involves overseeing... ...over 10 years of experience in rewards design within Financial Services, strong analytical and project management skills,...FinancialSenior
$70k - $90k
...Description We're a leading Investor Services group offering end-to-end services... ..., reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global... ...and private equity clients, managing financial operations, reporting, and collaboration...FinancialSeniorWork at officeLocal areaWorldwide$200k - $350k
...Australian Securities & Investments Commission (ASIC),... ...RecordPoint is made up of 130+ tech-driven professionals... ..., focused on the Financial Services vertical, you will... ...through strategic, consultative selling. You'll engage... ...their critical compliance, efficiency, and data...FinancialRemote workFlexible hours
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