Location: New York, Chicago, Boston, Philadelphia, Charlotte and Washington DC

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.

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!

The opportunity

You will leverage your extensive Charles River Development (CRD) expertise and SaaS experience to design, implement, and support cutting-edge investment management solutions. Collaborating with cross-functional teams, you will configure innovative workflows, manage seamless integrations, and ensure a smooth transition to CRD’s SaaS platform, all while maintaining peak operational efficiency and compliance alignment. Your deep technical knowledge of CRD, combined with strategic leadership, will drive multiple high-impact implementation projects across trading, compliance, portfolio management, and post-trade functions.

As a platform owner and delivery leader, you will partner with senior stakeholders across technology and business teams to ensure CRD solutions are robust, scalable, and perfectly aligned with the firm’s strategic vision. This role blends hands-on project leadership with the opportunity to shape the long-term roadmap within a dynamic and rapidly growing investment organization.

Your key responsibilities

Lead multiple CRD implementation and enhancement projects end-to-end, from requirements through deployment and stabilization
Lead Saas migration activities including environment readiness, data migration, regression testing and coordinating with infrastructure teams
Define the CRD roadmap, prioritizing initiatives that improve efficiency, data quality and compliance
Drive and oversee CRD platform configuration, compliance rule setup, workflows, and integration points across modules
Design and validate CRD integrations with IBOR, data warehouses, performance, risk and accounting systems
Ensure seamless data flows through CRD data loader, FIX connectivity, SDK, APIs and other integration tools maintaining reliability and performance across environments
Partner with data management teams to design and maintain CRDs ADP and EDM integrations
Manage reference data, pricing, and security master integration to support accurate instrument setup, validation and testing
Lead and coordinate system upgrades, regression testing and configuration migrations across environments (DEV, UAT, PROD)
Establish data governance and quality control framework with CRD, ensuring consistency across upstream and downstream systems
Leverage SQL and data analysis tools to validate data, support investigations and deliver actionable insights to stakeholders
Manage a team of business analysts, providing mentorship, technical guidance and professional development opportunities
Lead cross-functional communication between front, middle and back-office teams, translating complex technical topics into clear business language
Promote best practices in system configuration, change management and delivery methodology ensuring consistent project execution across teams
Stay current on CRD product enhancements, new modules and industry trends to proactively identify opportunities for system improvement and automation

Skills and attributes for success

Collaborate with client technology professionals and strategic third-party alliances to deliver cutting-edge technology solutions. Drive engagement management, execute projects seamlessly, and build strong client relationships while ensuring top-notch reporting and management.

To qualify for the role you must have

A bachelor's degree and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience
Your degree should be in computer science, engineering, accounting, finance or a related field; MBA or MS degree preferred
A minimum of 5+ years of experience working at a financial services company or comparable experience working as an advisor to a financial services company
Experience working in a Hedge Fund, Wealth/Asset Management company or as a Management Consultant in one of these companies
5+ years of hands-on Charles River (CRD/CRIMS) experience
Demonstrated experience leading and supporting SaaS migrations, including transition from on-premise environments to cloud-hosted solutions
Demonstrated ability to manage and supervise a team of technology advisors through all phases of the technology life cycle, including requirements definition, architecture, design, development, implementation, conversion and testing
Strong communication, presentation, client service and technical writing skills
Comfortable researching client inquiries and emerging issues, including regulations, industry practices, and new technologies
Strong experience in supervising and executing all phases of the technology life cycle, based on proven project management and testing methodologies
Must possess a deep knowledge of technical architecture design and have a good understanding of technology tools and components to reasonably argue for and against all components (middleware, database, reporting tools, etc.) in financial systems architecture
Willingness and ability to travel, you must hold a passport and a valid drivers license

Experience in the following areas:

Charles River (CRD)
SaaS Migration
SQL
Definition and design of business and technical requirements
System design, selection and implementation support
Data mapping and conversion
Proof of concept
Quality assurance and testing
Business and IT process reengineering
Program/project management and implementation planning (PMO)

Management reporting enhancement
Enterprise application integration
Custom development
Package Implementation
Reconciliation redesign or improvement

What we look for

We’re interested in leaders with a genuine creative vision and the confidence to make it happen. You can expect plenty of autonomy in this role, so you’ll also need the ability to take initiative and seek out opportunities to improve our current relationships and processes. If you’re serious about advising the leading Wealth and Asset Managers in the market and ready to take on some of our clients’ most complex issues, this role is for you.

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 $128,400 to $235,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $154,000 to $267,400. 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 [email protected].

About the company

EY (Ernst & Young) is a global professional services firm that provides consulting, assurance, tax, and transaction advisory services across industries such as energy, healthcare, financial services, and real estate. Its work centers on helping clients solve critical business challenges by offering high-value advisory support in areas like supply chain, cybersecurity, sustainability, and digital transformation; revenue comes from fees for consulting, audit, and advisory services. What sets EY apart is its breadth of services across multiple disciplines, deep industry knowledge, and emphasis on thought leadership and research to inform clients’ strategic decisions. The firm aims to help organizations improve operational efficiency, navigate regulatory environments, and stay ahead of market trends by delivering practical, evidence-based guidance and execution support.

Company Size

10,001+

Company Stage

N/A

Total Funding

N/A

Headquarters

London, United Kingdom

Founded

1991

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EY’s 2026 AI assurance push monetizes client demand for governance, controls, and risk reviews.

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Sabah filed RM2.4 billion audit-negligence claims against EY on July 30, 2026.
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Repeated audit failures can destroy trust, trigger client defections, and shrink the franchise permanently.

What makes Ernst & Young unique

EY Canvas processes 1.4 trillion journal-entry lines across 160,000 global audits.
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EY launched agentic audit AI on April 7, 2026, spanning Assurance and AI assurance.

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Benefits

Professional Development Budget
Flexible Work Hours
Remote Work Options

Company News

PR Newswire

Oct 19th, 2026

MedTech revenue hits $650B as M&A value jumps to $130B and financing reaches record $63B

EY's 20th Pulse of the MedTech Industry report finds the global medical technology industry at a turning point, with record financing and dealmaking but growth concentrated among a few leaders. MedTech revenue reached about $650 billion in 2025, up 11%. In the first half of 2026 it hit $325 billion, up 7.1% year on year. Financing hit a record $63 billion in the year to June 30, 2026, up 87%. Initial public offerings and debt made up about 80% of it. M&A value reached roughly $130 billion, the highest in over a decade, driven by a few blockbuster deals. First-half 2026 deal value rose 160% against the same period in 2025. "The broader sector players are at a turning point where discipline is essential to convert innovation into profitable growth," said John Babitt, EY Global MedTech Leader.

Business Insider

Oct 8th, 2026

EY adds nearly 10,000 staff globally as AI revenue surges 50%

EY added nearly 10,000 staff globally in its 2026 financial year as AI-related revenue surged almost 50%. The Big Four firm's workforce reached 415,000, with most growth concentrated in global delivery services and offshoring centres. The Americas division saw headcount decrease by roughly 4,500, or 5%. Overall global revenue rose 4.7% to $57 billion. EY-Parthenon was the fastest-growing service line, with revenue increasing 7.4% to $6.8 billion, marking a turnaround after two years of minimal growth. Tax revenue rose 6% to $13.8 billion, whilst consulting grew 4.4% to $17.4 billion. The results reflect EY's "All-In" strategy under global chair Janet Truncale, with billions invested in transforming operations and AI services.

PR Newswire

Sep 9th, 2026

US oil producers hit record output as capital spending drops 49% and reserve replacement falls

An Ernst & Young study found US oil and gas producers reached record production in 2025 while becoming more selective with investments. The analysis of 30 major exploration and production companies, representing 43% of US oil and gas output, showed oil production hit a study-period high, yet reserve additions from extensions and discoveries declined 11% year over year and failed to fully replace production volumes for the first time since 2021. Total capital expenditures fell 49% year over year, whilst M&A spending declined 70%. Exploration spending dropped 11% to $4.8 billion, representing only 3% of total capital expenditures. Natural gas showed stronger fundamentals, with production rising 18%, reserves increasing 14%, and discoveries up 21%.

Yahoo Finance

Aug 31st, 2026

EY commits $100M to bonuses rewarding human skills alongside AI adoption

Ernst & Young's US division is allocating $100 million this fiscal year to bonus payments rewarding employees who demonstrate adaptability, innovation, and judgement. Individual spot awards reach $500, whilst employees or teams making significant contributions can receive between $10,000 and $25,000, five times the previous programme's ceiling. The initiative also covers AI experimentation. "What we recognise signals what we value," said Ginnie Carlier, chief talent and culture officer for EY Americas. The bonuses form part of a broader strategy to reshape employee development across all career levels. Other professional services firms are pursuing similar approaches. KPMG restructured its audit internship this summer to emphasise critical thinking, whilst PwC US introduced training combining AI proficiency with human qualities like empathy. EY reported AI-related revenue grew 30% year-over-year in 2025.

Consultancy.eu

Aug 28th, 2026

EY-Parthenon acquires Dutch digital strategy consultancy SparkOptimus

EY-Parthenon has acquired SparkOptimus, a Dutch digital strategy consultancy founded in 2010. The Amsterdam-based firm employs around 50 consultants and specialises in AI transformation, digital business model redesign and technology-driven transformation. SparkOptimus founders Alexandra Jankovich and Tom Voskes, both former McKinsey consultants, said joining EY-Parthenon will create significant value for clients and staff whilst providing access to broader capabilities. The acquisition marks EY-Parthenon's first European deal since 2021. EY-Parthenon, established in 2014, is EY's strategy consulting and transactions advisory business with around 25,000 professionals globally. Mark Reich, Partner at EY-Parthenon Netherlands, said SparkOptimus' expertise will complement existing capabilities in the Dutch market. The deal closes on 1 September 2026. Financial terms were not disclosed.

Ernst & Young

Financial Services Technology Consulting - Multiple Teams

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