Global Private Bank Investment Risk, Executive Director
On-site · New York City, New York, United States
Job Summary
Executive Director in Wealth Management Investment Risk & Analytics (IR&A) within Global Private Bank Risk, responsible for risk reviews across equities, fixed income, and multi-asset strategies; develop risk assessments, including liquidity, stress testing, and strategy exposures; enhance risk governance processes and risk limits administration; manage onboarding and ongoing monitoring of internal strategies; identify risk issues and recommend mitigation; collaborate with business partners and key control functions; provide informed risk reviews to investment directors and portfolio managers; represent risk in committees, regulatory exams, and internal audits.
Required Qualifications
- Education in finance, business, or economics
- 10+ years of financial risk management in Asset Management or Private Bank, with experience in portfolio risk management
- Ability to review risks in investment portfolios including market and liquidity risk metrics, stress tests, sensitivities
- Knowledge of mutual funds, ETFs, and market risk methodologies such as VaR, stress and sensitivities
- Familiarity with OCC, SEC, and FINRA financial regulations, especially investment management regulations
- Ability to influence business partners while working constructively to achieve a common goal
- Proficiency in communicating with senior management and in sensitive situations
- Control mentality with ability to anticipate unforeseen consequences
- Self-starter with ability to initiate, plan, execute and manage projects
- Experience in Tableau or equivalent data visualization software; portfolio management tools Fact Set, Barra, Bloomberg Port, or BlackRock Aladdin
- Certifications such as CFA or FRM a plus
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