Director, Credit Services
On-site · New York City, New York, United States
Job Summary
Lead due diligence reviews for Wealth Management clients and broker-dealers, from initial assessment through approval and periodic refresh; provide subject-matter leadership on financing risk and Prime Brokerage risk topics, including evaluation of client activity, exposures, and risk appetite alignment; perform and oversee portfolio-based analyses (sample portfolios, portfolio analytics, stress outcomes, concentration reviews) to support underwriting and risk decisions; partner with 2nd Line, Quants and Engineering to improve and modernize the risk management framework (e.g., margin methodologies, stress testing approaches, monitoring and escalation controls); communicate findings and recommendations clearly to senior stakeholders and forums; influence outcomes through crisp, well-supported narratives.
Required Qualifications
- Prime Brokerage experience (required)
- Strong analytical skillset with hands-on ability to evaluate portfolios and interpret portfolio analytics and stress results
- Experience leading due diligence / underwriting work for Wealth Management clients and/or broker-dealers
- Experience working closely with quantitative and engineering teams to deliver enhancements to risk analytics, monitoring, margining, or stress testing frameworks
- Familiarity with governance processes and escalation mechanisms in a First Line Risk/Credit environment
- AI proficiency - demonstrated ability to use AI tools to improve productivity and decision support (analysis, summarization, workflow acceleration)
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