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Financial Services Tech Consulting Compliance Data Senior WAM CRD Aladdin

Job Location:

Boston, MA - USA

Monthly Salary: $ 102500 - 187900

Posted: 27 July 2026 (30+ days ago)

Application Deadline: 24 October 2026

Vacancies: 1 Vacancy

Job Summary

Location: Boston Chicago Charlotte New York Philadelphia Washington

At EY were all in to shape your future with confidence.

Well 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

Bachelors 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 well develop you with future-focused skills and equip you with world-class experiences. Well empower you in a flexible environment and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learnmore.

We offer a comprehensive compensation and benefits package where youll 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 $102500 to $187900. The base salary range for New York City Metro Area Washington State and California (excluding Sacramento) is $122900 to $213400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education experience knowledge skills and 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 youll decide how much vacation time you need based on your own personal circumstances. Youll 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 informationnational 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 EYs Talent Shared Services Team (TSS) or email the TSS at .

Required Experience:

Senior IC

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