Wealth Management Risk Analyst Jobs

Project management and presentation skills including proposing strategic recommendations to management and clearly articulating technical concepts to non-technical audiences

Build your analytical, technical, communication, and people skills through training, mentorships, and on-the-job experience for advancement into analytical leadership roles

Working knowledge of statistics and modelling techniques with experience identifying trends and indicators through quantitative/qualitative analysis

Finance includes profitability and performance metrics

Bachelor’s degree or higher in Analytics, Statistics, Finance, Accounting, Math, Computer Science, Economics, Engineering or similar analytical / STEM field

Background in Auto Finance or Consumer Lending industries

Ensure the organization's risk management practices adhere to legal and regulatory requirements.

Proven experience in risk management, insurance, or a similar analytical role.

Professional certifications in risk management or insurance (e.g., ARM, CPCU) are a plus.

Prepare comprehensive reports and presentations for senior management, highlighting risk exposures and proposing risk mitigation measures.

Work closely with operational teams to implement risk management best practices and preventive measures.

Stay up to date with relevant laws, regulations, and industry standards related to insurance and risk management.

Ensure rebalancing, other trade orders and distributions are executed properly with direction from the CIO and wealth management advisors

Has 3+ years investment industry experience

Is highly detail oriented, procedural with excellent organizational skills

The core responsibilities of the role (but not limited to):

Conduct portfolio analysis and follow up research

Create investment proposals and recommendations for clients

Strong communication and presentation skills, and confidence presenting to and working closely with senior management

Experience in investment banking, private equity, corporate development and/or strategy or management consulting

Required qualifications, capabilities, and skills:

Preferred qualifications, capabilities, and skills:

Strong organization skills, including ability to manage multiple projects and competing priorities in parallel

Financial services background (and especially asset and wealth management(and/or fintech) preferred, but not mandatory

5+ years experience within a risk management area of the payment processing industry

Bachelor's degree in related field, or equivalent experience

3+ years experience in the financial industry or 5+ years experience within the payment processing industry

Solid knowledge of NACHA and Credit Card operating rules and regulations

Work from Home, in-office, or hybrid

Proficiency in English in a business environment

SKILLS & EXPERIENCE WE’RE LOOKING FOR

Leverage your operational background and experience to contribute to a growing business

Manage advisory business implementation and rebalancing

Manage cash balances and private banking services in accounts

Plan and manage new account on boarding process

Provide overview of client reporting and web capabilities to potential new clients

Bachelor's Degree, preferably in business or finance

Prior experience in a financial services related field is preferred but not required

Excellent written and oral communication skills

Ability to develop advanced knowledge of investment databases, systems, and applications

Unique Job Characteristics and Requirements:

Highly proficient with Microsoft Office, especially MS Excel and MS PowerPoint

Evaluate and manage Tour Operator compliance with insurance requirements, while working in conjunction with third party vendor CheckCOI.

2-3 years of related financial analysis or an appropriate combination of education and experience.

Able to interact effectively with various levels of management and handle multiple priorities/tasks.

Bachelor’s Degree from an accredited University in Accounting or Finance is required.

Strong technical, analytic, problem solving and communication skills (both written and verbal)

Excellent PC skills with proficiency in Word, Excel, PowerPoint, Visio, etc.

Strong Employee Benefit, and Trust and Custody knowledge as evidenced by 4+ years of relevant experience preferred.

Liaison for Audit/regulatory/risk management/compliance reviews

Interact with business units to formulate solutions to issues identified during audit/regulatory/risk management/compliance reviews.

Ability to work/communicate effectively with business partners/management.

Review of system coding to ensure it reflects the responsibilities assumed by PCS in legal agreements.

Ongoing special responsibilities/projects, including stale asset pricing.

Proven leadership capabilities and effective communication with executive management and key stakeholders across lines of business.

Knowledge of operational and technology risk management, and control principles.

Participating and influencing decision making in management forums and contributing to continuous improvement of risk practices.

Excellent time management to prioritize work, meet tight deadlines, and excel a fast-paced, team environment.

Promote a strong control environment, helping the business to evaluate and manage new and existing risks.

Experience building effective working relationships and interacting comfortably with a wide spectrum of internal stakeholders.

Executing in roles such as Client Engagement, Relationship Management, Operations and more

Strategic projects focused on operations and client experience

Superior relationship and interpersonal skills

The candidate should respond well to evolving job duties and expectations

Strong technological skills are desired

Client Service - including client onboarding, account servicing, phone coverage, digital client engagement

Sharpen your technical skills, and finance and accounting principles

Analytical with a passion for financial markets, investments and risk management

See the Asset & Wealth Management CEO Letter here.

Wealth Management Investment Risk & Analytics

Collaborate with our industry experts to identify, assess and manage risks facing the Bank and our clients

Make meaningful professional contributions while developing your expertise and technical skills in a dynamic team environment.

Strong communication and presentation skills, and confidence presenting to and working closely with senior management

Required Qualifications, Capabilities, And Skills

Preferred Qualifications, Capabilities, And Skills

Strong organization skills, including ability to manage multiple projects and competing priorities in parallel

E xperience in investment banking, private equity, corporate development and/or strategy or management consulting

Financial services background (and especially asset and wealth management(and/or fintech) preferred, but not mandatory

Potentially engage in additional tech management and integration, including CRM and client experience automation.

Demonstrated proficiency in reporting systems and data management is essential.

Manage and maintain investment data databases, such as Morningstar, to support informed decision-making.

Utilize strong MS Excel skills to analyze and present financial data effectively.

Work closely with internal stakeholders to understand reporting requirements and provide valuable insights.

Knowledge of investment databases like Morningstar is advantageous.

Excellent project and time management skills

Understanding of risk management advanced concepts and experience balancing cyber risk with business needs

Experience and ability to work well in a remote role/team

Experience developing software programs in at least one coding language and/or experience analyzing code for vulnerabilities in a SCA scanner

Excellent verbal and written communication skills, for technical and non-technical subject matter

Advanced knowledge of and ability to apply advanced technical principles, theories and concepts within the Cybersecurity field

Leverage your operational background and experience to contribute to a growing business

Manage advisory business implementation and rebalancing

Manage cash balances and private banking services in accounts

Plan and manage new account on boarding process

Provide overview of client reporting and web capabilities to potential new clients

Strong verbal and written communication skills, as well as strong organizational and interpersonal skills

Outstanding time management skills and sound judgment

Advanced MS Excel skills to analyze data and produce reports

Experience in policy / procedure / document writing

Strong analytical and excel skills including pivot tables, vlookups, etc.

Excellent verbal / written communication skills with ability to tailor message to audience

Detail-oriented and thorough with strong organizational skills

Excellent organizational and project management skills; ability to manage competing priorities under tight deadlines.

Required Qualifications, Capabilities And Skills

Assist with the implementation of Asset and Wealth Management Reputation Risk governance

Assist in the creation and implementation of an ESG framework for Asset and Wealth Management Risk.

Excellent Microsoft PowerPoint and Excel skills

Intellectual curiosity with proven problem-solving skills and an ability to learn quickly

Bachelor's degree or equivalent work experience required; concentration in Risk Management, Finance, or Accounting preferred.

Assists Risk Management Vehicle Administrator with the management of Risk Management loaner and rental fleet.

Competent experience in Microsoft Office Suite (Word, Excel, Outlook).

Experience with Origami RMIS, or similar system, preferred.

Strong analytical skills, as well as process-oriented with strong attention to detail and deadlines and ability to work independently.

Strong verbal and written communications skills.

2-5 years of professional experience within the investment management industry

Participate in various projects and cross-functional working groups related to the Client Service Management function

Client Analyst - Institutional Wealth Management

You will work closely with Client Service Managers and be accountable for coordinating client-related activities

Excellent communication skills, both oral and written

Strong opportunity for career growth