What we do in Managed Services

We provide a range of crucial services at the heart of today’s financial services industry. Learn more about our specialisms below.

Anti-Money Laundering

EY Managed Services collect, analyse, cleanse and enhance ‘Know Your Customer’ records for financial services institutions. Essentially, this is the information used to prove the identity of an individual or company when applying for a bank account or entering into a business relationship. This means our clients can easily identify non-compliant customer records and allow for relevant decisions to be made.

Suitability Reviews

The Financial Conduct Authority recently carried out a review of advice standards and investment management undertaken by financial institutions. In some cases, incorrect investment advice had been provided. Financial institutions are currently dealing with customer reparation to correct these fallings. Qualified EY Managed Services professionals in investments, mortgages, pensions, and regulated complaints handling help clients to address these challenges through our suitability review solution.

Regulatory Remediation

The Office of Fair Trading and the Financial Conduct Authority have recently reminded financial institutions of their legal obligations. These include providing consumers with full and accurate information on their loan agreements. As a result, financial institutions are conducting assessments and identifying failings. Any failings require them to conduct a redress and remediation programme to reimburse customers. EY Managed Services are appointed to deliver these programmes on behalf of various financial institutions.

Reporting Solutions

Our Reporting Solutions service creates bespoke reporting solutions to help our financial services clients meet their reporting requirements. This frees them up to focus on revenue generating activities. Work includes: preparation of statutory and regulatory reporting, XBRL filings, management and executive information, internal risk reporting, treasury reporting, company secretarial support, payroll processing, and administration and financial close support.

Cyber Security

Today, IT and data management are such an integral part of our clients’ operations that even the smallest mistake or security breach can have a substantial impact on their reputation and business performance. We work closely with some of the world’s most prestigious financial organisations on key IT issues, helping them assess, transform and monitor their risks and controls, either as stand-alone services or alongside our Advisory colleagues.


We recently launched Chartered Manager Degree Apprenticeship roles for Apprentices in our Managed Services team. Apprentices will study towards a BA in Business Leadership and Management Practice over three years, through a new partnership with Northumbria University, qualifying as a Chartered Manager upon completion.

You will spend one day per week during the academic term studying with your colleagues at the university, as well as time working as part of our Managed Services hub in Newcastle, with a competitive starting salary.

Your key responsibilities

  • Project management including team support, updates on progress and communications
  • Maintain client confidentiality and ensure data security at all times
  • Understand and follow workplace policies and procedures
  • Maintain an educational program to continually develop personal skills

 Skills and attributes for success

  • Creative, independent with good problem solving skills
  • Strong analytical, interpersonal, communication and writing skills
  • Ability to work as part of a team
  • Ability to prioritise workloads and meet deadlines
  • Enthusiasm to face new challenges and learn new skills

 To qualify for the role you must have:

If you are currently at school/college, you must be completing 3 A levels, 5 Highers or equivalent qualifications, in advance of the programme start date in September 2018.

If you are now working, you must have attained 3 A levels, 5 Highers or equivalent qualification.

Applications are currently closed.

Register your interest for 2019 now.

What's it like to work in Managed Services?

Leigh is an Analyst within our Managed Services team and is based within our Newcastle office. Find out what attracted her to EY and what it's like working within Managed Services.

Read Leigh's story

What will your first few days be like?

Watch our three videos to get a real insight into what you're likely to experience in your first days with us.

Find out more

Starting your career with us in Newcastle