EY
FSO, Business Transformation - Asset Management Manager
EY, Chicago, Illinois, United States, 60290
FSO, Business Transformation - Asset Management Manager
Location: New York, Chicago, Boston
At EY, we’re all in to shape your future with confidence. Join EY and help to build a better working world.
The Opportunity As part of our Asset & Wealth Management practice, you’ll help clients better align their operating models, data, and technology with their business strategies. Your work spans the full investment value chain—from front‑office strategy and product development to middle‑ and back‑office transformation and digital enablement. You’ll serve both traditional and alternative asset managers, wealth platforms, and service providers, working on initiatives that enable efficiency, scale, and transparency. Increasingly, this includes supporting clients as they expand into Private Markets and semi‑liquid alternative products—helping bridge the operational and regulatory complexities between public and private investments.
Key Responsibilities
Support clients across the investment management lifecycle, from product development and investment operations to fund accounting, data management, and reporting.
Help design and implement target operating models that improve scalability, cost efficiency, and governance across front‑, middle‑, and back‑office functions.
Participate in technology‑enabled transformations, including system selection and implementation (e.g., Aladdin, Charles River, Geneva, Investran, eFront, or equivalent).
Work with clients on emerging areas such as outsourcing strategy, automation, and digital operating models.
Contribute to business development, thought leadership, and knowledge sharing within the team, particularly around market convergence between traditional and alternative investments.
Collaborate closely with colleagues across service lines to bring integrated EY solutions spanning operations, data, risk, finance, and technology.
Skills and Attributes for Success
Solid understanding of the asset and wealth management industry, including investment operations, product structures, and client segments.
Interest or experience in Private Markets and Alternatives (e.g., Private Equity, Private Credit, Real Estate, Infrastructure, or secondaries).
Ability to translate complex business and operational requirements into practical, technology‑enabled solutions.
Strong analytical and communication skills, with the ability to distill complex findings into actionable insights for clients.
Proven ability to thrive in collaborative, fast‑paced consulting environments.
To Qualify for the Role, You Must Have
Bachelor’s degree in business, finance, accounting, computer science, engineering, or related discipline; MBA or MS preferred.
Five to seven years of progressive experience in:
A traditional or alternative asset management firm, fund administrator, or wealth platform; or
Financial services consulting with exposure to investment operations or technology transformation.
Familiarity with investment systems such as Aladdin, Charles River, Eagle, eFront, Investran, Geneva, etc.
Strong experience with process improvement, system implementation, project management, or middle‑office outsourcing.
Strong interpersonal, presentation, and client service skills.
Willingness to travel as required; valid driver’s license and passport.
Ideally, You’ll Also Have
Prior consulting experience with a Big 4 or other global professional services firm.
Exposure to Private Markets operations, fund structures, or investor reporting.
Understanding of how digital platforms, automation, and data solutions are transforming the investment management ecosystem.
Experience assessing vendor solutions or service providers for fund accounting, data management, or performance measurement.
Interest in the intersection of public and private markets, and how firms are evolving to serve institutional and wealth clients more effectively.
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. Base salary in the US ranges from $128,400 to $235,300, with higher ranges for the New York City Metro Area, Washington State and California (excluding Sacramento).
We provide medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Our hybrid model expects most people in client‑serving roles to work together in person 40‑60% of the time over the course of an engagement or project.
Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances.
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.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Business Development and Sales
Professional Services
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 need assistance applying online or request accommodation during any part of the application process, please contact EY Talent Shared Services.
#J-18808-Ljbffr
At EY, we’re all in to shape your future with confidence. Join EY and help to build a better working world.
The Opportunity As part of our Asset & Wealth Management practice, you’ll help clients better align their operating models, data, and technology with their business strategies. Your work spans the full investment value chain—from front‑office strategy and product development to middle‑ and back‑office transformation and digital enablement. You’ll serve both traditional and alternative asset managers, wealth platforms, and service providers, working on initiatives that enable efficiency, scale, and transparency. Increasingly, this includes supporting clients as they expand into Private Markets and semi‑liquid alternative products—helping bridge the operational and regulatory complexities between public and private investments.
Key Responsibilities
Support clients across the investment management lifecycle, from product development and investment operations to fund accounting, data management, and reporting.
Help design and implement target operating models that improve scalability, cost efficiency, and governance across front‑, middle‑, and back‑office functions.
Participate in technology‑enabled transformations, including system selection and implementation (e.g., Aladdin, Charles River, Geneva, Investran, eFront, or equivalent).
Work with clients on emerging areas such as outsourcing strategy, automation, and digital operating models.
Contribute to business development, thought leadership, and knowledge sharing within the team, particularly around market convergence between traditional and alternative investments.
Collaborate closely with colleagues across service lines to bring integrated EY solutions spanning operations, data, risk, finance, and technology.
Skills and Attributes for Success
Solid understanding of the asset and wealth management industry, including investment operations, product structures, and client segments.
Interest or experience in Private Markets and Alternatives (e.g., Private Equity, Private Credit, Real Estate, Infrastructure, or secondaries).
Ability to translate complex business and operational requirements into practical, technology‑enabled solutions.
Strong analytical and communication skills, with the ability to distill complex findings into actionable insights for clients.
Proven ability to thrive in collaborative, fast‑paced consulting environments.
To Qualify for the Role, You Must Have
Bachelor’s degree in business, finance, accounting, computer science, engineering, or related discipline; MBA or MS preferred.
Five to seven years of progressive experience in:
A traditional or alternative asset management firm, fund administrator, or wealth platform; or
Financial services consulting with exposure to investment operations or technology transformation.
Familiarity with investment systems such as Aladdin, Charles River, Eagle, eFront, Investran, Geneva, etc.
Strong experience with process improvement, system implementation, project management, or middle‑office outsourcing.
Strong interpersonal, presentation, and client service skills.
Willingness to travel as required; valid driver’s license and passport.
Ideally, You’ll Also Have
Prior consulting experience with a Big 4 or other global professional services firm.
Exposure to Private Markets operations, fund structures, or investor reporting.
Understanding of how digital platforms, automation, and data solutions are transforming the investment management ecosystem.
Experience assessing vendor solutions or service providers for fund accounting, data management, or performance measurement.
Interest in the intersection of public and private markets, and how firms are evolving to serve institutional and wealth clients more effectively.
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. Base salary in the US ranges from $128,400 to $235,300, with higher ranges for the New York City Metro Area, Washington State and California (excluding Sacramento).
We provide medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Our hybrid model expects most people in client‑serving roles to work together in person 40‑60% of the time over the course of an engagement or project.
Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances.
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.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Business Development and Sales
Professional Services
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 need assistance applying online or request accommodation during any part of the application process, please contact EY Talent Shared Services.
#J-18808-Ljbffr