Malcolm Hoerr
Senior Financial Services Consultant
- Role
- Senior Financial Services Consultant at EY
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Malcolm Hoerr
Strategy consultant with 3+ years of experience advising banking and capital markets…
Experience
Senior Financial Services Consultant
Aug 2022 — Present · New York, NY, US
Led operations during a multi-billion-dollar banking acquisition by automating financial and performance reporting systems. Leveraged SQL and Tableau to generate daily reports on over deliverable data points, enabling real-time project tracking.• Collaborated with EY’s Behavioral Science Team to analyze investor behavioral psychology and market sentiment. Utilized A/B testing methodologies to identify emerging trends, resulting in improved client engagement and retention strategies for Wealth Management.• Facilitated agile planning for 28 client product teams, delivering data-driven updates to senior leadership through bi-weekly sprint planning and retrospectives.• Developed engagement pitch decks for wealth management firms, complete with detailed vendor pricing models that evaluated cost structures, project milestones, and scopes of work.• Optimized bank capital calculations for a leading U.S. bank by streamlining processes—reducing report processing time by 50%—and validating product risk classifications.
Education
Wake Forest University
Bachelor of Arts, Economics
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