Solutions Consultant - Wealth Management jobs at Ey in Poland, Zgorzała

Solutions Consultant - Wealth Management

Work Timings: 12:00 pm to 8:00 pm CEST

Solutions Consultant, you will spearhead and execute comprehensive implementation projects to onboard new clients onto the Wealth Management Platform. You will engage with a diverse range of clients, including RIAs, Family Offices, and Private Banks, to unlock significant value for their businesses. Your role involves designing and building customized solutions to meet client needs at any scale. You will leverage your deep understanding of both finance and technology, collaborating with internal teams and taking ownership of our client's success.

You will bring a history of delivering superior client experiences in investment management or enterprise software deployments. You will have the autonomy to manage your projects and schedule, demonstrating self-reliance and the ability to collaborate with Sales, Engineering, and Product teams. A deep understanding of our target markets and clients is essential, along with the technical skills to teach, learn, and develop our software's functions.

Your key responsibilities

• Drive the successful onboarding of new clients onto the Wealth Management Platform, ensuring a seamless transition and exceptional client experience.
• Assess, manage, and ensure the success of add-on projects, delivering outstanding results that exceed client expectations.
• Apply your industry expertise to effectively transition clients and their data onto the platform, ensuring accuracy and efficiency.
• Set, lead, and communicate clear expectations both internally and externally, fostering transparency and trust.
• Skillfully prioritize and manage multiple projects simultaneously, ensuring timely and successful completion of each.
• Continuously evaluate and enhance our processes and tools, driving improvements that support our expanding client base.
• Develop and maintain deep expertise in all aspects of the Wealth Management Platform, becoming a trusted advisor to clients and internal teams.

Skills and attributes for success

• The ability to manage projects independently is essential, demonstrating a capability to take ownership of projects from inception to completion while ensuring all aspects are handled efficiently and effectively.
• Strong analytical skills are required to assess complex data and processes, enabling informed decision-making and strategic planning.
• Proficiency in relationship-building is crucial, as it involves establishing and nurturing strong relationships with clients and internal teams to foster collaboration and trust.
• The ability to manage multiple projects simultaneously is necessary, showcasing skills in prioritizing tasks and managing time effectively to ensure timely delivery of all projects without compromising quality.
• A client-oriented mindset is important, focusing on understanding and addressing client needs to ensure exceptional service delivery and client satisfaction.
• Excellent communication skills, both verbal and written, are required to facilitate clear and effective interactions with clients and team members.
• Proactive problem-solving abilities are essential for identifying issues early and developing effective solutions, ensuring smooth project execution and client satisfaction.
• Technical proficiency is vital, with a deep understanding of the Wealth Management Platform and related technologies to enable effective training and support for clients.

To qualify for the role, you must have

• A solid background in financial services or consulting is required, with at least 4+ years of professional experience showcasing a proven track record of success in client-facing roles.
• Experience in investment management or enterprise software deployments is essential, demonstrating a history of delivering superior client experiences in relevant fields.
• The ability to learn and adapt is crucial, with an openness to acquiring new knowledge and skills and a proactive approach to adapting to changing environments and technologies.
• Proficiency in programming or scripting, particularly in Python, is necessary to support and enhance platform functionalities.
• Strong organizational skills are required to set, lead, and communicate clear expectations both internally and externally, fostering transparency and trust.
• A willingness to travel is important, as flexibility to travel as needed will help meet client requirements and support project initiatives, enhancing client relationships and project success.
• A genuine passion for technology and finance is essential, driving continuous learning and improvement in both areas.
• The ability to adapt in a dynamic environment is necessary, demonstrating resilience and flexibility in the face of challenges.

Ideally, you’ll also have

• The Practical experience in investment management software implementations is highly desirable, showcasing your ability to deploy software solutions effectively within the investment management sector.
• Strong leadership skills are important, as they enable you to guide and inspire teams, driving project success and fostering a culture of innovation and collaboration.
• A genuine interest in technology and finance is essential, motivating you to engage in continuous learning and professional growth in both fields.
• Flexibility and a willingness to travel are important, as this will allow you to meet client requirements and support project initiatives, ultimately enhancing client relationships and project success.
• Previous experience in client-facing roles within the financial services or consulting sectors is advantageous, as it demonstrates your ability to deliver exceptional client experiences and understand client needs effectively.

What we offer

EY Global Delivery Services (GDS) is a dynamic and truly global delivery network. We work across nine locations – Argentina, Hungary, India, the Philippines, Poland, Sri Lanka, Mexico, Spain and the United Kingdom – and with teams from all EY service lines, geographies and sectors, playing a vital role in the delivery of the EY growth strategy. From accountants to coders to advisory consultants, we offer a wide variety of fulfilling career opportunities that span all business disciplines. In GDS, you will collaborate with EY teams on exciting projects and work with well-known brands from across the globe. We’ll introduce you to an ever-expanding ecosystem of people, learning, skills and insights that will stay with you throughout your career.

• Continuous learning : You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you : We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership : We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

In compliance with the requirements of the Whistleblower Protection Act, our company has established the Procedure for reporting breaches of law and undertaking appropriate follow-up actions. Any misconduct should be reported through the EY Ethics Hotline.

Requisition Id : 1634361

CNS - Risk - FSRM :

Financial Services Risk - helps clients in the financial sector to identify, manage and monitor the risks in their business. It is done through a transformative and agile approach including process and procedures, risk, data modeling and analytics, reporting to stakeholders and third parties, business requirements (for software selection and IT implementation), analysis of assets and liabilities, and capital and liquidity management.

Your key responsibilities

Technical Excellence

Skills and attributes

To qualify for the role you must have
Qualification

· A CA or master's degree in Science or master's degree in arts or master's in business, accounting, finance, or a related discipline

3 to 5 years of experience

What we look for

People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements. You will need a practical approach to solving issues and complex problems with the ability to deliver insightful and practical solutions. We look for people who are agile, curious, mindful and able to sustain postivie energy, while being adaptable and creative in their approach.

What we offer

If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.

Structured Finance Transactions Senior Specialist

Hybrid model: 2 days office/3 days remote

Your key responsibilitiesThe primary role of the SFT transaction team is to perform agreed-upon procedures (AUP) to help clients execute securitization transactions successfully.

• Checking the accuracy of our financial models by comparing calculations to the governing documents
• Creating cashflow/analytics models for securitized products, including but not limited to CDOs/CLOs (Collateralized Debt Obligations/Collateralized Loan Obligations)
• Transaction modeling and analytics, which involves cash flow modeling, recalculating certain collateral quality and concentration limitations set out in each transaction’s indenture, including bond principal and interest payments, credit-enhancement, hedging instruments, fees and waterfalls for structured deals
• Construct independent cash flow and collateral models for various structured products utilizing Microsoft Excel
• Create and update detailed agreed upon procedure reports summarizing our results
• Comprehensive and methodical interpretation of prospectus/indenture information and deal structural features including but not limited to collateral, waterfall, triggers, hedges, paydown rules, loss allocation rules, and the ability to extract other pertinent information from prospectuses and indentures
• Perform various analyses on complex excel and third party models (Like Bloomberg, various Rating Agency Portal, Markit etc.) for the valuation of Structured Products
• Demonstrate in-depth technical capabilities and professional knowledge. Remain current on new developments in advisory services capabilities and industry knowledge. Work with and interact with front-office investment banking clients daily
• Perform loan document review and data reviews on loan files, recalculating fields on data tapes and run exception reports to tie out with clients
• Create collateral stratification tables used for assessing loan pool characteristics
• Review offering documents to verify information is accurate, complete, and conforming with industry and market standards
• Ability to work collaboratively with team members as part of the team
• Work on Large client portfolios and determine the level of Risks for different Asset types
• Valuation of Structured Products. E.g. RMBS, CMBS, CLOs etc. using third-party models (Like Bloomberg, Moody’s, Intex etc.)
• Extracting Pricing information on Fixed Income Securities from EY internal Research tools and external Vendors

To qualify for the role, you must have

• A bachelor's degree in Accounting, Finance, Economics, or a related discipline and approximately 2 years of related work experience; MBA or equivalent preferred
• Excellent prioritization skills and a commitment to meeting client deadlines
• Strong communication skills for report writing, client presentations and client interactions
• Proficient skills with MS Office, including Excel, Word, and PowerPoint
• Flexibility and willingness to work more than standard hours when necessary to meet client deadlines
• Willingness to work in shift based on the role hired for

Ideally, you’ll also have

• Prior structured finance experience

What we look for

• Individuals who demonstrate in-depth technical capabilities and professional knowledge
• Strong analytical skills with attention to detail & accuracy
• Ability to quickly assimilate to new knowledge and possess good business acumen
• Excellent verbal and written communication skills in English

What we offer

EY Global Delivery Services (GDS) is a dynamic and truly global delivery network. We work across ten locations – Argentina, China, Hungary, India, the Philippines, Poland, Sri Lanka, Mexico, Spain and the United Kingdom – and with teams from all EY service lines, geographies and sectors, playing a vital role in the delivery of the EY growth strategy. From accountants to coders to advisory consultants, we offer a wide variety of fulfilling career opportunities that span all business disciplines. In GDS, you will collaborate with EY teams on exciting projects and work with well-known brands from across the globe. We’ll introduce you to an ever-expanding ecosystem of people, learning, skills and insights that will stay with you throughout your career.

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

In compliance with the requirements of the Whistleblower Protection Act, our company has established the Procedure for reporting breaches of law and undertaking appropriate follow-up actions. Any misconduct should be reported through the EY Ethics Hotline.

Rank of role: 63

Your key responsibilities

• Define security architectures and provide pragmatic security guidance that balance business benefit and risks.
• Engage technology teams in order to evaluate and prescribe security controls at all touchpoints throughout the technology architecture
• Define security configuration standards for platforms and technologies
• Provide knowledge sharing and technical assistance to other team members
• Act as Subject Matter Expert (SME) in responsible technologies and have deep technical understanding of responsible portfolios
• Perform risk assessments of information systems and infrastructure
• Maintain and enhance the Information Security risk assessment methodology
• Develop appropriate risk treatment and mitigation options to address security risks identified during security review or audit
• Translate technical vulnerabilities into business risk terminology for business units and recommend corrective actions to customers and project stake-holders

Skills and attributes for success

• Cloud technologies (MS Azure specifically)
• Strategic skills to analyze technology architectures and software solutions, identify security risk and prescribe mitigating security measures in accordance with the firm’s risk tolerance level.
• Five or more years working experience with the architecture, design and engineering of web-based multi-tier information systems or network infrastructures
• Experience with security architecture, design and assessment of accounting and auditing systems.
• Ability to appropriately balance firm security needs with business impact & benefit
• Ability to facilitate compromise to incrementally advance security strategy and objectives
• An overall understanding of the business objectives of EY with an ability to build relationships with business partners and across EY IT
• Ability to team well with others to facilitate and enhance the understanding & compliance to security policies
• Experience facilitating meetings with multiple customers and technical staff, including building consensus and mediating compromise
• High degree of tolerance for ambiguity
• Experience conducting risk assessments, vulnerability assessments, vendor and third party risk assessments and recommending risk remediation strategies
• Experience working with common information security standards, such as: ISO 27001/27002, NIST, PCI DSS, ITIL, COBIT

To qualify for the role, you must have

Education

• An advanced degree in Computer Science or a related discipline, or equivalent work experience

Required Experience

• Five or more years of experience in security architecture, application security, networking, data center configuration, cloud technology, and the management of a significant Information Security risk functions
• 8 or more years of experience in an Information Security or Information Technology discipline
• Experience in the Agile development lifecycle
• Experience in managing the communication of security findings and recommendations to IT project teams and management
• Exceptional judgment, tact, and decision-making ability
• Flexibility to adjust to multiple demands, shifting priorities, ambiguity, and rapid change
• Outstanding management, interpersonal, communication, organizational, and decision-making skills
• Strong English language skills are required

Ideally, you’ll also have

• Experience with cloud technology solutions, particularly MS Cloud
• Experience in technologies such as block chain, RPA, AI, etc.
• Knowledge of the Scaled Agile Framework

Certification requirements

• Candidates are preferred to hold or be actively pursuing related professional certifications within the GIAC family of certifications or CISSP, CISM or CISA

What we offer

EY Global Delivery Services (GDS) is a dynamic and truly global delivery network. We work across nine locations – Argentina, Hungary, India, the Philippines, Poland, Sri Lanka, Mexico, Spain and the United Kingdom – and with teams from all EY service lines, geographies and sectors, playing a vital role in the delivery of the EY growth strategy. From accountants to coders to advisory consultants, we offer a wide variety of fulfilling career opportunities that span all business disciplines. In GDS, you will collaborate with EY teams on exciting projects and work with well-known brands from across the globe. We’ll introduce you to an ever-expanding ecosystem of people, learning, skills and insights that will stay with you throughout your career.

• Continuous learning : You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you : We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership : We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

In compliance with the requirements of the Whistleblower Protection Act, our company has established theProcedure for reporting breaches of law and undertaking appropriate follow-up actions

Your key responsibilities

• Real estate projects full cycle consulting.
• Provide consultation on property construction, infrastructure engineering projects, including planning, design, and implementation.
• Conduct technical assessments and feasibility studies to determine project requirements and constraints.
• Develop and review engineering plans, specifications, and cost estimates.
• Collaborate with clients to understand their needs and provide tailored solutions.
• Business and operational transformation projects for real estate.
• Manage project timelines, budgets, and resources to ensure successful project delivery.
• Perform site inspections and provide technical support during construction and maintenance phases.
• Stay updated with industry trends, standards, and best practices to ensure the highest quality of service.
• Prepare and present technical reports, market studies, proposals, and documentation to clients and stakeholders.

Skills and attributes for success

• Experience in project management for commercial property constructions.
• Outstanding communication and interpersonal skills.
• Open mind with excellent analytical skills.

To qualify for the role, you must have

• +4 years’ of professional experience in real estate construction sector.
• Fluent German and English language skills.
• Ability to travel and work across EU as per business requirements.
• Master’s or Bachelor’s degree in civil engineering or architecture.

Ideally, you’ll also have

• Excellent Experience in working for German real estate clients.

What we offer

EY Global Delivery Services (GDS) is a dynamic and truly global delivery network. We work across nine locations – Argentina, Hungary, India, the Philippines, Poland, Sri Lanka, Mexico, Spain and the United Kingdom – and with teams from all EY service lines, geographies and sectors, playing a vital role in the delivery of the EY growth strategy. From accountants to coders to advisory consultants, we offer a wide variety of fulfilling career opportunities that span all business disciplines. In GDS, you will collaborate with EY teams on exciting projects and work with well-known brands from across the globe. We’ll introduce you to an ever-expanding ecosystem of people, learning, skills and insights that will stay with you throughout your career.

• Continuous learning : You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you : We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership : We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

In compliance with the requirements of the Whistleblower Protection Act, our company has established theProcedure for reporting breaches of law and undertaking appropriate follow-up actions

Your key responsibilities

• Delivering on a broad range of tasks to support our clients’ needs related to securitization of a variety of asset types
• Reviewing transaction documents and verifying information as accurate and complete
• Assisting on drafting and delivering agreed-upon procedures reports to clients
• Recalculating information on large sets of data and preparing exception reports presented to clients
• Learning about the cash flow models used to recalculate payments due to investors and conveying this knowledge to colleagues and clients
• Staying abreast of industry news and trends, all while actively identifying potential risks and opportunities to improve our products and services

Skills and attributes for success

• You have an agile, growth-oriented mindset. What you know matters. But the right mindset is just as important in determining success. We’re looking for people who are innovative, can work in an agile way and keep pace with a rapidly changing world.
• You are curious and purpose driven. We’re looking for people who see opportunities instead of challenges, who ask better questions to seek better answers that build a better working world.
• You are inclusive. We’re looking for people who seek out and embrace diverse perspectives, who value differences, and team inclusively to build safety and trust.

To qualify for the role, you must have

• Very good English (C1)
• Bachelor’s or master’s degree in a Finance discipline
• Collaboration skills, and the confidence to speak up, challenge assumptions and influence strategy as part of a team
• An analytical approach to learning and development, along with the dedication to actively pursue new opportunities to learn

Ideally, you’ll also have

• MS office (Excel) skills and experience
• Finance knowledge supported by degree in Finance, Accounting or other related field

What working at EY offers

• 2 months full-time paid internship (2025, November 1st – December 31st)
• Opportunity to extend the contract after completing the Internship
• Hybrid work model: 4 days in the Warsaw office and 1 day of remote work (Home Office – Warsaw)
• Opportunity to develop technical and non-technical skills in a global environment
• Support, coaching and feedback from some of the most engaging colleagues and managers
• Variety of platforms for upskilling including access to Udemy, Skill Soft for business and on-site trainings

In compliance with the requirements of the Whistleblower Protection Act, our company has established the Procedure for reporting breaches of law and undertaking appropriate follow-up actions. Any misconduct should be reported through the EY Ethics Hotline.