Durgesh S

Asset Management & Asset Servicing Leader | Change Agent | Data Management | AI & Data Engineering

Role
Senior Manager at EY
Location
Charlotte, NC, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Durgesh S

For over 15 years, I have been driving transformation for global asset and investment management firms, with deep expertise in data management, analytics, and large-scale platform modernization. As a Senior Manager at EY, I lead the design and execution of data-driven strategies that deliver measurable business impact, operational efficiencies, and sustainable growth.I spearheaded the development of the AI-driven Fund Workbench, providing a single, AI-powered view of fund insights across asset classes (ETFs, Private Equity, Mutual Funds, etc.). This innovation enables predictive analytics, anomaly detection, and scenario-based decisioning, empowering clients to make faster, smarter investment and operational decisions.I built and scaled a managed services business that generated $500M in additional revenue, expanding EY Comply into a global platform supporting regulatory, financial, and tax reporting across multiple jurisdictions. Through this work, I partnered with senior stakeholders to increase platform revenues by growing assets under management from $1T to $6T in just five years.In addition, I have led cross-functional teams to architect modern data ecosystems integrating structured and unstructured data into governed, cloud-based lakehouse environments. By aligning product-centric data strategies with client needs, I enabled reusable APIs, scalable reporting frameworks, and continuous platform enhancements.As a certified Agile and Lean practitioner, I apply proven methodologies to drive large-scale transformation programs, strengthen governance, and deliver client-centric innovation at scale.

Experience

  1. Senior Manager

    EY

    Aug 2022 — Present · Boston, MA, US

    Spearheaded the architecture and development of the EY Comply data platform, delivering a scalable global solution to support regulatory, financial, and tax reporting managed services across multiple jurisdictions.Led the development of AI-driven Fund Workbench, providing a single, integrated view of fund insights powered by AI, tailored by fund type (e.g, ETF, Private Equity, Mutual Fund), enabling predictive analytics, anomaly detection, and scenario-based decisioning for portfolio managers.Leading the design and development of EY’s GIC (Growth Intelligence Council), a data platform to support regulatory reporting and customer insights to drive growth for smaller community banks and credit union clients.Directed cross-functional teams to design and implement a modern data ecosystem, integrating structured and unstructured data from upstream data providers (e.g, clients, fund admins) into a governed, cloud-based data lake house architecture.Partnered with legal, tax, and finance stakeholders to translate complex regulatory requirements into scalable data models, developing reporting frameworks using Databricks and Snowflake on Azure’s modern cloud platform and leveraging orchestration tools.Championed a product-centric data strategy, enabling continuous platform enhancements, reusable APIs, and client-specific reporting customization at scale.Worked with Partners and senior leaders to increase revenue of EY Comply platform from $50M to $1B and expand assets under management from $1T to $6T in 5 years.Leading EY’s data technology alliances with the latest technology product providers (Databricks & Snowflake).

Education

  • Saurashtra University

    Bachelor's degree, Accounting and Finance

    2003 — 2006

  • Massachusetts Institute of Technology

    Machine Learning for Big Data and Text Processing, Data Processing and Data Processing Technology/Technician

    2017 — 2017

  • La Trobe University

    Masters in Financial Management, School of Economics and Business

    2006 — 2008

Skills

  • Credit
  • Financial Modeling
  • Data Management
  • Business Process
  • Microsoft Word
  • Stakeholder Management
  • Master Data Management
  • Financial Analysis
  • Python
  • Algorithm Design
  • Leadership
  • Financial Reporting
  • Management Consulting
  • Financial Services
  • Management
  • Research
  • Business Analysis
  • Requirements Gathering
  • Business Strategy
  • Strategy
  • Microsoft Excel
  • Powerpoint
  • Operational Design
  • Algorithms
  • Valuation
  • Data Quality
  • Machine Learning
  • Sdlc
  • Corporate Finance
  • Financial Risk
  • Asset Management
  • Operational Planning
  • Bloomberg
  • Strategic Planning
  • Data Analysis
  • Trading
  • Project Management
  • Data Warehousing
  • Customer Service
  • Lean Six Sigma

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Durgesh S — Senior Manager at EY in Charlotte, NC, US | Unifers